Business Scenario
A digital marketing agency running SEO, paid search and social ad services gets enquiries from a WhatsApp click-to-chat button on its website, an Instagram DM after a client tags them in a results post, and Facebook Messenger questions from small-business owners comparing agencies. Account executives juggle spreadsheets to track who's owed a proposal, and by the time a follow-up happens, several prospects have already signed with a competitor because nobody tracked how long they'd been waiting.
How Chronex360 Helps
- Capture every website and social lead: WhatsApp, Instagram and Facebook conversations automatically create or update the lead record and log the message to its history.
- Tag by service interest: use Lead Sources and tags to separate SEO enquiries, paid-media briefs, social management requests and audit sign-ups so the team can see which service line drives the most enquiries.
- Assign to the right specialist: manually route an SEO lead to the SEO team and a paid-media lead to the ads team, or use round-robin assignment for general enquiries.
- Qualify with automated questions: a WhatsApp Chatflow can ask for current website traffic, monthly ad spend and primary goal before a strategist steps in, while Instagram and Facebook messages remain open for agent replies.
- Keep proposal deadlines visible: create tasks and schedules for audit delivery, proposal sends and follow-up calls, with overdue items surfaced to the team.
- Maintain one lead history: emails, calls, WhatsApp chats and notes sit together so any account executive can pick up where another left off.
How This Can Support Revenue Growth & Better Management
Account executives can capture an inbound enquiry, tag it by service interest, route it to the right specialist, and schedule the audit or proposal call within minutes of first contact. Managers can separate untouched leads from those in active proposal stages, review which executive is following up fastest, and spot enquiries that have stalled before they go cold.
The objective is to convert more site visitors and social followers into signed clients, shorten the time between enquiry and proposal, and identify which channel produces the best-fit accounts. A DM is no longer just a question about pricing; it becomes a lead with a source, an owner, a stage and a full history.
For Digital Marketing, the core value is lead capture, service-based routing, conversation handling, task tracking and source reporting. Agencies that sell fixed-scope packages, like a one-time SEO audit or a starter ad-management plan, can use the catalogue and payment tools for those specific offers.
- A prospect finds the agency through a results post on Instagram or clicks the website's WhatsApp button after reading a case study.
- Chronex360 logs the lead with its source and service interest and makes it available to the team.
- The lead is assigned to the matching specialist; a WhatsApp Chatflow gathers traffic and spend details upfront.
- The specialist reviews the conversation, sends a quick audit or template response, and books the proposal call as a task.
- The lead moves through stages such as New → Audit Sent → Proposal Sent → Negotiation → Won/Converted.
- Management reviews service-line demand, specialist response time, follow-up adherence and proposal-to-signed conversion.
Implementation boundary: Rights management, broadcast operations and platform-specific creator analytics remain outside the core CRM unless separately integrated.
KPIs to Track in Chronex360
- Leads by service line and channel
- Time to first specialist response
- Audits and proposals delivered
- Follow-up adherence on proposals
- Proposal-to-signed conversion rate
- Revenue pipeline by service and source