For sales teams

Close the sale in the conversation it started in

Your best leads are already talking to your reps on WhatsApp. The trouble is that nobody else can see those threads, nothing chases the quiet ones, and the sale leaves the chat the moment money is involved. Companion keeps the whole deal in one place.

What you use

A pipeline you can see, on the channel customers prefer

Reps keep their own numbers and their own phones. The business gets the view, the follow-up and the handover it never had.

Every deal visible, with an owner

Connect the numbers your reps already use and every conversation lands in one inbox. Each thread has an owner, internal notes and its full history, so a manager can see what is live and a colleague can cover a day off without asking for screenshots.

  • Assign and reassign a conversation in one click
  • Internal notes the customer never sees
  • History stays with the business when a rep moves on
ELEmma LarssonCould you do the band in platinum?Sarah
MBMarcus BellSent the deposit, thanksLena
PRPriya RamanIs the viewing still on Saturday?Unassigned

Follow-ups that chase the quiet ones

Most lost deals are not lost, they are forgotten. Set the rhythm once and the nudge goes out on schedule, then stops the instant the customer replies so nobody is chased twice.

  • Sequences over days or weeks, per kind of enquiry
  • Stops automatically the moment they reply
  • A flag when a hot conversation has gone quiet
Quote sentStraight after the enquirySent
Gentle nudgeTwo days later, if no replySent
Last check-inFive days later, then stopQueued

Products and payment inside the thread

Send a product card with the right price and stock from your own catalogue, then a payment link while the customer is still interested. No PDF, no portal, no unfamiliar checkout page to talk them through.

  • Product cards pulled from your live catalogue
  • Payment links sent and tracked in the conversation
  • The same prices whoever is replying
Do you have that in a size M?14:20
Yes, one left in M. I have sent the link so you can secure it.14:21
Payment link · £128.00 · paid

Numbers on a channel that never had any

Response times, conversations per rep, sales through chat and where enquiries stall. The reporting you already expect from email and phone, for the channel doing most of the selling.

  • Sales and payment links by rep and by week
  • Response time and open conversations at a glance
  • See which follow-ups actually get replies
Sales through chatThis week£18,420
Median first replyAcross the team4 min
Quotes awaiting replyOlder than three days6
The difference

A sales tool, not a number your team has to share

Unlike shared-number inboxes, Companion leaves each rep on the number their customers already know, and gives the business everything around it.

A typical shared-number inbox

  • Everyone moves to a new company number
  • Customers lose the rep they were talking to
  • Reps stop using the WhatsApp app they know
  • Selling still happens on a separate payment page

With Companion

  • Reps keep their own numbers and their own phones
  • Customers keep talking to the person they know
  • Managers see every thread, owner and outcome
  • Products and payment are sent inside the chat
In practice

What this looks like on a working sales floor

Two worked examples of how a team would set this up. They are illustrations of the product, not customer results.

Turning enquiries into paid deposits

A showroom with five reps takes most enquiries by WhatsApp after an in-store visit. Deposits used to wait for a bank transfer and a reminder that was often forgotten.

  • Each rep connects their existing number
  • A quote follow-up runs at two and five days
  • Deposits go out as payment links in the thread

Covering accounts when a rep is away

A supplier's account managers each hold years of customer history on their own phones. Holidays meant missed orders and customers left waiting.

  • All threads land in one inbox with their history
  • A colleague picks up the conversation with the notes attached
  • The manager sees what is open before the week starts

See your team's conversations in one place

Start a free trial and connect a number your team already uses, or book a short call and we will set the first one up with you.

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