Dot Domino CRM
How your CRM works,
from first lead to closed deal
A simple, visual walkthrough — no technical knowledge needed. Follow a lead from the moment it arrives to the moment it becomes a paying customer.
Lead Arrives
A buyer finds you — anywhere
Someone fills your IndiaMART listing, submits your website form, clicks your Facebook ad, or attends your exhibition booth. It doesn't matter where — the CRM catches them all automatically, the moment they show interest.
IndiaMART
TradeIndia
Meta Ads
Google Ads
Website Form
Exhibition Booth
LinkedIn Ads
Social Comment
What the CRM does automatically
⚡Captures the lead within seconds — no manual copy-pasting
🏷️Tags where the lead came from (e.g. "Facebook Ad — Product X campaign")
🔍Checks if this person already exists — avoids duplicates
Smart Sorting
The CRM sorts, scores, and assigns the lead
Before any human sees the lead, the CRM does the admin work. It gives the lead a score based on how likely they are to buy, decides which salesperson should handle it, and puts it in the right bucket.
RK
Rajesh Kumar
IndiaMART · Machinery enquiry
Score 87
PM
Priya Mehta
Facebook Ad · Contact form
Score 54
AS
Amit Shah
Website · Free trial
Score 31
What the CRM does automatically
⭐Gives each lead a score (hot / warm / cold) based on their source, message, and profile
👤Assigns to a salesperson automatically — round-robin or by territory
🔔Sends the assigned salesperson an instant alert (SMS + app notification)
Automatic Follow-up
The drip campaign starts talking to the lead — automatically
The moment a lead arrives, a pre-built message sequence kicks off. The lead gets a warm welcome on WhatsApp, a follow-up if they don't respond, a helpful reminder after a few days — all without your salesperson lifting a finger.
💬
Day 0 · Instant WhatsApp
"Hi Rajesh! Thanks for your enquiry about our machinery. We'll call you shortly…"
📧
Day 2 · Follow-up Email
"Here's our product catalogue + pricing. Let us know if you have questions."
📱
Day 5 · WhatsApp nudge
"We'd love to set up a quick demo for you. Does this week work?"
📞
Day 8 · Agent task created
Salesperson gets a reminder: "Call Rajesh — no response after 3 touchpoints"
If a message fails — no problem
Automatic backup plan if WhatsApp doesn't reach them
Sometimes WhatsApp is blocked, or the number isn't registered. The CRM doesn't give up — it automatically tries the next best way to reach the lead, then the next, until someone gets through.
What this means for your team
✅No lead falls through the cracks because of a delivery failure
📋Every attempt is recorded — your team can see exactly what was tried
🚨Only if everything fails does a task land on a salesperson's desk
Salesperson Takes Over
The salesperson works the lead through stages
Your salesperson picks up where the automation left off. They can see every message sent, every response received, and all the lead's details on one screen. They move the lead forward by changing its stage.
New
Contacted ←
Qualified
Proposal
Negotiation
Won ✓
What the salesperson sees
📋Full timeline — every call, message, email, and note in one place
💬IndiaMART & TradeIndia chat messages appear directly in the CRM
⏰Reminders to follow up so nothing gets forgotten
📁All documents, proposals, and files attached to the lead
Deals & Proposals
Lead becomes a Deal — pipeline view with money on the table
Once a lead is serious, it becomes a Deal. Your team manages all deals on a visual board — like sticky notes on a wall — so everyone can see what's at what stage and how much money is in the pipeline.
Discovery
Rajesh Kumar
₹4.2L · Machinery
Vikram Nair
₹1.8L · Spare parts
Proposal Sent
Suresh Iyer
₹9.5L · Bulk order
Negotiation
Meera Singh
₹3.1L · Annual AMC
Built into every deal
📄Send a professional quotation from inside the CRM — pricing auto-fills from your product catalogue
🧾Convert quotation to GST invoice in one click
💳Send a payment link via WhatsApp — customer pays online
🔄Deal status updates automatically when payment lands
After the Sale
Post-payment automation keeps the relationship warm
The moment payment comes in, the CRM automatically sends a thank-you message, triggers onboarding steps, and schedules follow-ups for upselling. No manual effort needed from your team.
✅
Payment received
Deal marked Won · Invoice sent · Thank-you WhatsApp triggered
📦
Day 3 · Onboarding message
"Here's your user guide + support contact. We're here to help!"
🔄
Day 30 · Upsell nudge
"How's the machine running? We have a maintenance package you might love…"
Reports & Insights
See what's working — in plain numbers
Your dashboard shows you everything that matters. Which source is giving the best leads? Which salesperson is converting the most? Which message gets the most replies? All in one place, no spreadsheets needed.
Questions you can answer instantly
📊Which source (IndiaMART vs Facebook) gave me the best return on investment?
🏆Which salesperson is closing the most deals this month?
📩Which drip message is getting the most responses?
⏱️How fast is my team responding to new leads?
🎉
That's the full journey
Stranger on the internet → warm lead → qualified prospect → paying customer → repeat buyer — all managed in one place, mostly on autopilot.
Who does what in Dot Domino
🏢
Admin / Manager
Sets up integrations, creates drip sequences, views all reports, manages team, configures pricing catalogue
📞
Sales Agent
Works their assigned leads, moves deals through pipeline, sends quotations, logs calls and notes
🤖
The CRM (Automation)
Captures leads, deduplicates, scores, assigns, sends messages, handles fallbacks, tracks everything — 24/7, no breaks
Dot Domino CRM · User flow guide · No technical knowledge required