Business Scenario
An illustrative EV charging-network operator fields enquiries from property owners about installing charging stations and from charging-network partners about site partnerships, through WhatsApp, Instagram and Facebook. A mall operator asking about site installation on Instagram and a partner enquiry about network integration on WhatsApp can be mishandled without a shared record, so site surveys get delayed and management cannot tell which channel produces signed installation contracts.
How Chronex360 Helps
- Capture and identify the lead: inbound WhatsApp, Instagram and Facebook conversations about site installation, partnerships or maintenance can create/update the customer record and append the interaction to the communication history.
- Preserve the source: use Lead Sources, tags and channel information to segment site-installation enquiries, network-partner requests, maintenance/service questions, property-owner accounts and repeat sites, then compare performance.
- Assign ownership: manually assign leads or use the configured round-robin lead-assignment strategy so the right site-development manager owns the enquiry.
- Qualify faster: use WhatsApp Business API Chatflows to capture site type, expected footfall and power availability through quick replies and forms; Instagram and Facebook messages remain visible for agent replies in the unified conversation workflow.
- Never lose the follow-up: create tasks and schedules for site-survey visits and installation-timeline check-ins, using status stages/Kanban views with overdue items visible to the team.
- Keep one customer history: notes, calls, SMS, email and supported social messages sit together in the lead activity timeline, so any manager can see a property's full engagement history.
How This Can Support Revenue Growth & Better Management
The site-development team can capture site type, footfall and power capacity as soon as a property owner asks, assign it to the manager covering that region, and schedule a survey visit before the opportunity goes to a competing network.
Managers can separate new site enquiries from installations in progress, review manager response speed, and flag partner enquiries that have stalled before a signed agreement.
The objective is more signed installation sites, faster survey-to-install cycles and stronger partner-network growth. Chronex360 turns a site enquiry into a lead with source, owner, status, history and, where relevant, an order.
Where the operator sells maintenance packages or charging-card subscriptions, Chronex360 can extend the lead journey into commerce: list packages in a catalogue, capture interest, generate orders, apply discounts, issue invoices and reconcile Razorpay/Stripe payments.
- A property owner sees a site-partnership post on Instagram or Facebook and messages about installation, or taps through to WhatsApp.
- Chronex360 records the lead/source and makes the conversation available to the site-development team.
- The enquiry is assigned; a WhatsApp Chatflow can first collect site type, footfall and power availability.
- A manager reviews the conversation, schedules a survey, and creates an installation-timeline task.
- The lead moves through statuses such as New → Survey Scheduled → Agreement Sent → Installed/Converted (statuses configurable per operator).
- Management reviews enquiries by source, manager response time, survey-to-install conversion and subscription revenue trends.
Implementation boundary: Chronex360 is positioned here as the customer-engagement and lead/order layer, not as a charging-station monitoring, grid-load-management or payment-terminal control system.
KPIs to Track in Chronex360
- Site/partner enquiries by channel
- Manager response SLA
- Survey-to-install conversion
- Follow-up completion
- Repeat-site conversion
- Revenue/orders by source