How-to guides

Where your leads come fromEvery lead says how it reached you, so you know which channel is working. Get leads from your websiteAnyone who fills the enquiry form on your website becomes a lead, with their message saved. Make a sign-up form for a campaign or eventOne link and QR code for each webinar, seminar, offer or batch; every sign-up lands on your board, tagged and assigned. Get leads from WhatsAppLink your business WhatsApp number and every new person who messages you becomes a lead. Get leads from Facebook and InstagramConnect your Facebook Page and Instagram; Facebook lead-ad forms, Messenger chats and comments become leads. Import leads from a spreadsheet, or download themBring a list in from Excel or Google Sheets as a CSV file, or download any list of leads. Get leads from IndiaMART, JustDial and Google AdsConnect them once and every enquiry lands in your Leads by itself, ready to call and follow up.

See every lead in one placeLeads opens on the list of everyone who has enquired: who they are, how they reached you and when to call next. Add a lead yourselfType in a walk-in, a phone call or a referral in seconds, or bring a whole list in from a spreadsheet. Answer every chat from one InboxWhatsApp, Messenger, Instagram and Facebook-comment chats in one list. See who is waiting and answer on the channel they used. Work through today's follow-upsOne list of who to call: overdue first, then today, then this week. Know at once when a customer is waitingA new lead, or a customer writing again, rings the lead's person (or the owner) straight away. Get reminded before a follow-up is dueSaathi alerts the lead's owner when a follow-up falls due or a call or meeting is coming up. Answer faster with saved repliesWrite your common answers once; anyone in the team picks one in the Inbox with one click. Follow up automaticallySet it once and every matching lead gets your messages and reminders on time. Turn a lead into a customerWhen a lead buys, make them a customer so their bills and payments sit under one name. Answer WhatsApp, Messenger and Instagram messages automaticallyA welcome, answers to common questions and an away message go at once, even at night. Everything starts switched off. Work a lead from its pageOne page per lead: call or WhatsApp them, reply, write down what happened and move them on. Move leads along the pipeline boardEvery open lead is a card in its stage; drag it along as the deal moves. Make your own pipeline and stagesName the stages the way your business works: one pipeline for each campaign, batch or kind of work. Record a payment from a leadConfirm money a lead says they paid, or note cash or a bank transfer, and move them to Won in the same step. Share leads with your teamGive each lead an owner, hand new leads out in turn, and choose who sees everyone's leads. See how your leads are doingNumbers and charts for new leads, wins, conversion and where leads come from, plus reports by source and by person.

Choose when an automation startsPick the moment that starts it: a new lead, a stage, a sign-up form, a tag or a confirmed payment. What each automation step can doEvery step waits, then does one thing: message the lead, remind your team, or change the lead. Time each step: waits, events and send hoursWait hours after the step before, or time a step before or after an event: a webinar, a function, a visit. Add an if / else checkSend leads down different paths: one thing for those who replied or paid, another for the rest. Build on the automation canvasSee the whole flow as boxes and arrows, and add, change, move or copy any step. Test an automation before leads get itRun it with you as the lead and every wait skipped; the messages come to your own phone and email. Write an automation message with AISay in a few words what the message should do; AI writes it in English, Telugu, Hindi, Tamil or Kannada. Send a UPI payment link from an automationAn automation step WhatsApps the lead a secure link to pay you by UPI: a seat, an advance or a fee. See what an automation didRun history lists every step it ran, skipped or decided, for each lead.

Choose how to connect WhatsAppSaathi360 can message your customers from your own WhatsApp number in two ways: a free QR link, or the official Meta connection. Connect WhatsApp with a QR code (free)Link your WhatsApp once and Saathi360 sends order updates, invoices and payment reminders from your number. Connect official WhatsApp (Meta)Connect your WhatsApp Business app number through Meta. You keep using the app on your phone, and the same number also sends your automatic messages. Pay Meta for WhatsApp messagesYour Saathi360 plan pays for the software. Official WhatsApp message charges are paid by you directly to Meta, not to Saathi360. WhatsApp message templatesMeta approves each message format once. Saathi360 submits ready-made ones for what your business sends: orders or services, bills and reminders. Customers who asked to stop WhatsApp messagesA customer who replies STOP gets no more WhatsApp messages from your business. You can see them on the WhatsApp page and remove them there.

Choose customer notificationsPick which emails and WhatsApp messages your customers and you get, and see each one before it goes. See every notification sentA log of every email and WhatsApp message to your customers and to you — and why any was not sent. Choose messages from Saathi360Get Saathi360's setup tips and reminders by email, on WhatsApp, or not at all.

Read the Digital Marketing dashboardOne page shows your channels, this month's numbers and a card for every marketing tool. Use Digital Marketing in five stepsThe menu runs in the order the work is done: connect, create, publish and send, leads, results. Post to Facebook and InstagramConnect your Facebook Page once, then schedule posts that publish on their own. Make a post or bannerDescribe the post once, typed or spoken, and AI fills it all in. Or write it yourself. Make a picture for a postMake a picture from a free template, or with AI using your own picture key. Write posts and messages with AIDescribe what you want and AI writes captions, ads, hashtags and messages in your language. Run a marketing campaignA campaign is one push, like a festival sale, that keeps its dates, budget and posts together. Plan an offer or dealWrite a deal once. Switch it on for bills and it comes off by itself at the counter and online while it runs. Plan your month on the calendarPlan your month: festival, sale and event dates next to your posts. Entries are reminders; posts you schedule show up by themselves. Send a WhatsApp broadcastSend one approved WhatsApp message to all your customers, a customer group or an audience segment, from your Official WhatsApp. Send an email or SMS campaignEmail or text your customers an offer. Every email carries a one-tap unsubscribe link. Choose who gets your messagesAn audience segment is a saved group of your customers, such as new, inactive or top-spending ones. Send WhatsApp messages by themselves: cart, come back, review, birthdayFour ready-made WhatsApp messages that go to each customer at the right time. Each one starts switched off. See what your marketing brings inReports shows which channels bring leads and money, and how your posts and links are doing. Share your catalogue on WhatsApp and take orders by replyTurn items from your online shop into one WhatsApp message with numbers and prices. Customers reply ORDER 2x3, 5 to order. Set up Digital MarketingThe owner adds the keys and preferences that posts, AI, WhatsApp, email and SMS campaigns use. Post to your LinkedInConnect your own LinkedIn once, then post and schedule to it with your other channels. Post your videos to YouTubeConnect your YouTube channel once, then send a post's video to YouTube with your other channels.

Fill in your business profileYour business name, address, phone and logo. They appear on your invoices and on the pages your customers see. Add your GST numberSave your GSTIN on the Business Profile so it prints on your invoices. Add your categories and brandsThe groups and brand names for your goods. A product needs both before it can be saved. Add your first productCreate the catalogue entry for one item: name, group, tax and low-stock level. Stock and price come after. Add a customer to your shopSave a buyer once, then pick them at the counter. Name, phone and area are the only required fields. Bring stock in with a purchase billStock enters your business only when a purchase bill is approved. Saving a draft changes nothing. Make your first sale at the counterPick a customer, add items, take the money, and end with a numbered bill you can print or share.

Add items to the bill fastSearch, scan and edit lines at the counter: quantity, net price and line discount. Take the payment and close the billCash, UPI, card, bank transfer, cheque, credit or wallet — and what Paid really means. Print or share the billA4 sheet or 3-inch counter receipt, a PDF to download, and a WhatsApp link for the customer.

Record money a customer pays youEnter a payment against a buyer. It clears their oldest unpaid bills first, and every receipt is listed in Payment Receipts. Read a customer's ledger and share itOne buyer's bills and payments with a running balance, ready to send as a PDF or a link. Chase the shop dues you are owedList every unpaid or part-paid bill, see who owes the most, and follow up with a statement or a reminder. Remind customers automatically when a bill is overdueSwitch on automatic payment reminders: a customer with a bill past its due date gets an email or WhatsApp, and another until it is paid.

Read your shop dashboardBusiness Command Center: today's sales, this month's purchases and expenses, what you are owed and what you owe. Find a report in the Report CentreEvery accounts, GST, stock and sales report in one place. Search it, open it, and pin the ones you use. Check your shop's profit and booksProfit & Loss shows what is left after cost, the Day Book lists every entry, the Balance Sheet shows what you own and owe. Get your shop's GST figuresOutput tax on your sales, input credit on your purchases, and the invoice-wise data your accountant asks for. Check your stock and profit reportsWhat is left on the shelf, what is not moving, and which products and buyers actually make you money.