Rhea Kapoor
50 wedding hampers
InstagramOwner: Meera
Querygen Leads
A CRM thatupdates itself.
Your team gets a live sales pipeline without the data entry. Every customer chat keeps the CRM current.
Q
Live updatesLive sales pipeline
The Wrapping Store
Search buyers
All owners
Filters
New
2Kunal Shah
Asked for a catalogue
WhatsAppOwner: Riya
Quote sent
2Stage moved
Aarav Mehta
20 gift boxes · 28 Aug
WhatsAppOwner: Riya
Neha Sharma
150 welcome kits
InstagramOwner: Meera
Ready to buy
1Priya Malhotra
Ivory sample approved
WhatsAppOwner: Riya
Won
1Anika Verma
₹48,000 order
InstagramOwner: Meera
Customer chat
New reply
Aarav: “Please reserve the ivory boxes.”
Querygen acted
Aarav moved to Ready to buy
Every buyer reaches the CRM
Buying intent becomes a lead before the chat gets buried.
Every deal stays current
New replies keep the stage and customer record up to date.
Every next step stays clear
Owners, notes, and follow-ups stay with the lead.
01Lead capture
Track every buyer from the first message.
Querygen adds each buyer with the facts and source chat your team needs to act.
One lead per buyer
Buying need saved
Source chat attached
Customer chat· Instagram
Hi, I need 20 gift boxes for an event on 28 August. Can you share the price?
Yes. Which finish would you like?
Ivory.
Lead added
Lead added
RiyaAarav Mehta
+91 98••• 1428
Needs
20 gift boxes
By
28 Aug
IvoryQuote askedInstagram
Source chat attachedOpen chat
02Buyer record
One lead. The whole sale.
Your team can open any lead and see the chats, facts, notes, owner, and past changes in one place.
AM
Aarav Mehta
Quote sent · Owner: Riya
OverviewConversations
What Aarav wants
20 gift boxesIvory finishNeed by 28 AugQuote sent
Source chats
Instagram· DM12 messages
WhatsApp4 messages
Team note
Send the ivory sample before calling.
Sale history
Current9:18 AM
Asked for price
20 gift boxes for 28 August
10:04 AM
Quote sent
Ivory finish · ₹24,500
1:42 PM
Buyer replied
“The quote looks good. Please reserve ivory.”
Record updated
Querygen moved Aarav to Ready to buy
The board and record now match the latest chat.
03Stage moves
The board moves with the buyer.
When the deal changes in chat, Querygen updates the stage. Your team sees the new status without cleaning the board.
Quote sent
Aarav Mehta
20 ivory gift boxes
The quote works. Please reserve 20 ivory boxes.
Stage updated
Ready to buy
Aarav Mehta · Riya
04Follow-ups
Get quiet buyers talking again.
Querygen follows up after a quote, demo, or trial, so interested buyers reply and your team gets another chance to close.
Follow-up for Quote sent
Runs for leads in this stage
Wait
2 days
Send from
The Wrapping Store
Message ready
Hi Aarav, would you like us to hold the ivory finish for your 20 gift boxes?
Uses buyer nameUses product choiceUses order size
05Daily work
Start each day with a clear list.
Everyone can see which buyers need a call, a quote, or a follow-up today.
Search leads
Owner: All
Needs action
AM
Aarav Mehta
Ready to buy
Riya
Call before 4 PM
RK
Rhea Kapoor
Quote sent
Meera
Share ivory sample
PM
Priya Malhotra
New
Riya
Confirm guest count
06One pipeline
Every buyer lands in one live pipeline.
Miss fewer buyers.
Sales chats become leads before they get buried.
Act on every lead.
Your team sees the owner, stage, and next step.
Bring quiet buyers back.
Follow-ups keep more deals alive.
07Start now
Your sales reps sell. Querygen updates the CRM.
Querygen uses each customer chat to keep the pipeline current. Your team can focus on closing deals.