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CRM for call centres and sales teams

Every lead in view.
Your team in one place.

Collect leads from Meta, your website and WhatsApp in one place. Assign them to representatives and track conversations, quotes and the sales process in the same customer record.

Automatic assignment Automatic welcome message WhatsApp support Monthly AI report Live translation
Sodo
HE
Hüseyin EgeAdministrator
Sales view Leads
New enquiry24+8 this week
In conversation174 awaiting reply
Appointment937% conversion
CustomerSourceStageOwnerLast activity
EAElif Aksoy+90 555 420 18 32 Meta In conversation Ahmet K. 2 min ago
MKMert Kaya+90 532 118 76 09 Web New Selin T. 8 min ago
DBDeniz Bulut+90 505 340 12 87 WhatsApp Appointment Ahmet K. 24 min ago
EA
Elif AksoyWhatsApp conversation
Hello, do you have an available time tomorrow?
Automated welcome sent
When a new lead arrives

Three steps complete themselves before you touch anything.

It makes no difference whether it comes from a Meta ad, a website form or a WhatsApp message. The moment a lead lands, the system does the following in order, so your team can focus on the conversation.

01

A record is created

Meta Lead Ads, website forms and WhatsApp messages merge into one panel and one customer record. If the same person applies again, no duplicate is created; the new enquiry is added to their history.

02

It is assigned to a sales rep

The lead passes to a rep without waiting. “Who is taking this one?” disappears, the owner's name is on the record, and every handover stays traceable afterwards.

03

A welcome message is sent

The moment it is assigned, a welcome message goes out from the rep's own WhatsApp number. The lead's name, the service requested and your business name are filled in automatically. An enquiry that arrives at midnight does not wait for morning.

WhatsApp, inside the CRM

Your team uses WhatsApp through Sodo. You see all of it.

Each rep connects their own number by QR code and carries on the conversation from the CRM screen. Managers read every conversation of the whole team alongside the customer history. You measure performance from the conversation itself, not from guesswork.

Messages live in the customer record

Conversations sit on the same screen as the ad the lead came from, their stage, quote and appointment. If the rep changes, the history stays; nobody starts from zero.

Managers read every conversation

How many minutes until someone replied, which question went unanswered, what was said after the price. Sales performance stops being an opinion and becomes a record.

Talk in the patient's language

Your agent writes in their own language and the message reaches the patient in theirs; replies come back translated. It is switched on per conversation and the original text always stays visible.

No per-message fee

You connect your own WhatsApp number, so there is no official API subscription and no charge per message. Photos, voice notes and files go from the same screen.

EAElif Aksoy
Active lead
  1. New Meta enquiryHair transplant form • 09:42
  2. WhatsApp welcome sentAutomation • 09:43
  3. Assigned to Ahmet K.Sales team • 09:45
  4. Call scheduledToday • 14:30
Sodo AI — monthly report

Are your ads weak or is your team slow? A clear answer, once a month.

At the end of every month the AI reads all the leads of that month together with all the WhatsApp conversations. It separates two questions: which ad and which form actually bring leads that convert, and where each rep is losing them. Conversations are analysed with identifying data masked.

Explore AI analysis
Monthly AI analysisJuly sales summary
Ready
74Sales health+8 vs last month
Key insight

Enquiries answered within the first 15 minutes show a clear increase in appointment rate.

Ahmet K.86Strong follow-up
Selin T.72Response time can improve
Mert A.68Needs a clearer close
12

leads are ready for another call.

7

conversations went quiet after pricing.

Everything on one screen

Your team works all day in a single tab.

No jumping between the ads manager, WhatsApp, a spreadsheet, a diary and a quote file. From lead to appointment and from quote to the balance still owed, everything sits in the same record on the same screen.

Customisable pipeline

Adapt sales stages to your business model and manage them with a drag-and-drop workflow.

Appointments and reminders

Plan follow-ups, calls and appointments alongside the customer record.

Quotes and payments

Track quotes, appointments and paid or outstanding balances in one customer record.

Clear ownership

See each lead's owner, activity and current status at a glance.

Repeat enquiry history

When someone submits another form, review the previous enquiry and the new signal together.

Company-level isolation

Each company sees only its own users, connections and customer data.

Customer record and photos

Upload images with captions to the customer record; conversation history, quotes and outstanding balances stay together.

Full use on mobile

Add the panel to your home screen and it works like an app. Get a notification when a new lead is assigned to you.

Two-factor authentication

Any user can switch it on from their own profile; sign-in then asks for a one-time code as well as the password.

Reliable workflow

When an enquiry arrives, the system keeps track of it.

If Meta has a temporary outage, the enquiry is not discarded. It enters a secure queue and the system retries automatically.

Enquiry receivedMeta webhook verified
Retrieving lead detailsAutomatic retry active
Saved safely to the CRMMatched to the correct company and form
Pricing

One clear price per user. No surprises.

No confusing tiers. Pay for the number of sales users you need; WhatsApp, Meta integration and AI reports are included.

5
Minimum 3 users. Contact us for larger teams.
Monthly total 150 $ 5 users × 30 $
Book a demo and get a quote
  • WhatsApp communication — no per-message fee
  • Meta Lead Ads form integration
  • Website form integration
  • Monthly AI analysis
  • Pipeline, appointment, quote and payment tracking
  • Unlimited lead records

Prices exclude applicable taxes. Setup, data migration and training may incur a one-time fee, determined by the scope of the data and stated separately in your quote.

Frequently asked questions

Clear answers about connection and setup.

Sodo CRM is configured to work with your company's own accounts and permissions.

What is Sodo CRM?

Sodo CRM is lead and sales management software built for call centres and sales teams. It brings every enquiry from Meta ads, website forms and WhatsApp messages into one panel, assigns the lead to a sales representative, sends an automatic welcome message and keeps every conversation together with the customer history.

Who is Sodo CRM for?

It suits call centres and sales teams that assign leads and track conversations and sales outcomes. Clinics and medical tourism are areas where we have extensive experience. It is designed for teams with several sales representatives who struggle to track who is handling which lead.

How much does Sodo CRM cost?

Pricing is per user; you pay only for the people who sign in to the panel each month. Use the price calculator on the home page for the current unit price and minimum user count, or request a demo. There is no additional fee per message.

Does the WhatsApp integration require the official API?

No. Each sales representative connects their own WhatsApp number with a QR code. No Meta WhatsApp Business API subscription is required, so there is no per-message charge. Photos, voice notes and files can be sent from the same screen.

Can I message a patient in a different language?

Yes. When chat translation is turned on, the sales agent writes in their own language and the message reaches the patient in theirs; the reply comes back translated. Translation is enabled per conversation, so it never activates when the agent already speaks the patient language. The text that will reach the patient is shown before sending, the original is kept under every message, and prices, dates and times are preserved exactly.

Can a manager see the sales representatives conversations?

Yes. A user with the manager role can read the whole team WhatsApp conversations alongside the customer history. How long it took to reply, which question went unanswered and what was said after the price all stay on the record, so performance is measured from evidence rather than guesswork.

Are new leads assigned automatically?

Yes. The moment a lead lands in the panel it is assigned to a sales representative and an automatic welcome message goes out from that representative own WhatsApp number. The lead name, the service requested and the business name are filled in automatically. An enquiry that arrives outside working hours does not wait until morning.

Can customer images be uploaded?

Yes. Images with captions can be uploaded to each lead card. JPG, PNG, GIF and WebP are supported, up to 8 MB per file. Photos are not reachable by direct link; only authorised users can see them.

Can reminders be set for follow-up?

Yes. A reminder with a date, time, owner and note can be added to the customer card. When it falls due it appears on that user dashboard, so overdue follow-ups are not missed.

What does the monthly AI report do?

At the end of each month all leads and all WhatsApp conversations from that month are analysed together. The report separates two questions: which ad and which form actually bring leads that convert, and where each sales representative is losing them. Conversations are processed with identifying data masked.

How do we connect our Meta account?

The company administrator signs in with their own Facebook account and selects the page and the forms they are authorised for. You do not need to give the Sodo team administrator access to your Meta account.

Do custom form questions reach the CRM?

Yes. The fields of every form are listed separately; phone, email, service interest and form specific extra questions can be mapped to the correct CRM fields.

Can different companies see each other data?

No. Each company sees only its own users, connections and customer data. Permissions are role based and each company data is isolated from the others.

Can it be used on a phone?

Yes. The panel works fully in a phone browser and can be added to the home screen so it opens like an app. There is no separate app to download. You can receive a notification when a new lead is assigned to you.

Where is the data stored?

Data is hosted on servers in Turkey. The database and files are backed up daily; backups are encrypted on the server and then transferred to a storage service inside the European Union. The encryption key is held only by us.

See Sodo CRM with your team.

Build a clear sales process before the next enquiry slips away.

Book a demo and get a quote