Sales Daddy
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Sales automation

Automate the busywork between lead and payment

Between “lead arrived” and “payment received” sit thirty small manual steps — assigning, greeting, reminding, chasing. Sales Daddy runs them on rules and triggers, so your reps spend their day on the one step machines cannot do: the conversation.

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The problem

Why teams switch

Every lead needs a human to notice it

Someone has to spot the inquiry, copy it into the sheet and tell a rep. At night and on Sundays, nobody does.

First responses are handwritten, every time

The same greeting and the same three qualifying questions, typed hundreds of times a month — or skipped when it gets busy.

Follow-up depends on discipline

The 48-hour rule, the third-day nudge, the payment chase — all policies that live in people’s heads and die under load.

No-reply leads just fade

A customer who goes silent after the quote gets no scheduled nudge, so silence quietly becomes lost.

Automation tools live outside the CRM

Gluing forms, sheets and chat tools together means five subscriptions and no single view of what fired for which lead.

How it works

From first inquiry to done

  1. 1
    Trigger: a lead arrives
    From IndiaMART, Meta ads, Google, Justdial, your website or the chatbot — captured within minutes without anyone watching an inbox.
  2. 2
    Rule: assign the owner
    Source, city, product or round-robin decides the rep; the notification lands on their phone instantly.
  3. 3
    Flow: first response goes out
    A WhatsApp chat flow greets and qualifies in the customer’s language while the lead is still hot.
  4. 4
    Timer: no reply in 24 hours
    The system creates a reminder task that queues the call — the rep taps to dial when it is due.
  5. 5
    Trigger: quote sent, payment pending
    Payment-link follow-ups schedule themselves until the payment lands or the rep closes the loop.
  6. 6
    Status updates itself
    Calls, links and payments move the lead through stages automatically — the pipeline stays true without typing.
In the product

What your team actually sees

Automation — new IndiaMART lead rule
  1. ✓
    Trigger — new IndiaMART lead
    Inquiry from Bharat Polymers, Vadodara · synced 4:03 pm
  2. ✓
    Assign to Priya
    Rule: plastics category → Priya · notified on her phone
  3. ✓
    WhatsApp flow sent
    Greeting + 3 qualification questions, in Hindi · answered 4:11 pm
  4. ✓
    Wait — no reply for 24 hours
    Quote sent 5:20 pm; customer silent since
  5. 5
    Reminder task created
    Follow-up call queued for Priya, today 10:00 am — one tap to dial

One rule chain — from new IndiaMART lead to the reminder that saves it.

AI inside

Rules for the routine, AI for the judgment calls

Automation handles the predictable steps; AI handles the ones that need reading the conversation.

  • AI qualifies inquiries in chat before assignment rules fire
  • AI drafts the follow-up message that the reminder task suggests
  • Conversation summaries tell the rule engine when a lead has gone quiet
  • Lead status moves from real activity, so triggers fire on truth, not stale data
Capabilities

Everything this runs on

Capture and routing automation

Source auto-capture

Portals, ad forms, website and chatbot — no manual entry at the top of the funnel.

Assignment rules

Deterministic routing with instant rep notification, including after hours.

Duplicate merge

Repeat inquiries reinforce the existing lead instead of spawning copies.

Conversation automation

WhatsApp chat flows

Triggered greetings, qualification questions and answers, around the clock.

Follow-up reminders

No-reply and callback timers create dated tasks that queue the next call.

Payment chase

Scheduled nudges after a payment link goes out, stopping the moment payment arrives.

Pipeline automation

Auto status engine

Call logged → Contacted, link sent → Payment Link Sent, paid → Converted.

Task escalation

Overdue follow-ups surface in the manager view before leads go cold.

Rule audit trail

Every automated action is logged on the lead, so you can see exactly what fired and when.

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Questions teams ask us

What can I automate on day one?

Lead capture from portals, ads and your website; assignment by source, city or round-robin; a WhatsApp greeting-and-qualification flow; no-reply reminders; and automatic status updates from calls, links and payments.

Does it auto-dial my leads?

No. Reminders and queues line up the calls, and the rep taps to dial from their own SIM. Calls come from real numbers your customers will pick up, and there are no per-minute charges.

Will automation message customers without approval?

Only through the flows you switch on — greeting, qualification and scheduled follow-ups you configured. Every automated message is logged on the lead, and the rep sees exactly what the customer has already received.

Can I build my own flows?

Yes. The drag-and-drop flow designer lets you chain triggers, questions, waits and handoffs — like “new IndiaMART lead → assign → send flow → no reply in 24h → reminder task”.

How do I know an automation actually fired?

Each lead’s timeline shows every automated step alongside human activity — which rule fired, what was sent, and what happened next. Nothing is invisible.

What should stay manual?

The conversation. Automation gets the lead to the right rep quickly and keeps the follow-up schedule honest; negotiation, pricing decisions and closing remain human work.

See it working with your own leads

Free trial, no card. Connect a lead source, make a call, send a payment link — then decide.

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