Client Data Backup
Protect customer records before Chrome, Windows or device changes.
The business problem
Protect customer records before Chrome, Windows or device changes.
How BDSocialLead solves it
BDSocialLead places a structured client record beside the active WhatsApp or Messenger conversation and connects it with products, invoices, payments, follow-ups and source data.
Suggested setup
Configure the company profile, create the required product and ad-source catalogs, then save a small number of real contacts before rolling the workflow out to a team.
What to measure
Track saved leads, completed follow-ups, invoices issued, payments received, outstanding balances, renewals and revenue by lead source.
Practical next step: Open one real customer conversation and apply this workflow before expanding it to the rest of your database.