Catch every lead on WhatsApp — qualify, call, and book before they cool off
Buyers DM, call, and fill out forms at all hours. Lodgestory puts WhatsApp, Instagram, email, web chat, and phone on one timeline per lead, qualifies with AI and no-code bots, lets reps click-to-call from any contact, and books the meeting — then syncs the whole thing to HubSpot or Salesforce.
Leads don't wait for a rep to be free.
A buyer who messages on WhatsApp expects a reply in minutes, not a callback tomorrow. Most sales setups leak prospects in the gap between first touch and first conversation.
First-touch goes cold
An inbound DM or form fill arrives after hours or while reps are on calls. By the time someone follows up, the prospect has moved on or messaged a competitor.
Reps can't see the full thread
The same lead pings WhatsApp, replies to a marketing email, then later calls the office. Without one history, reps repeat questions and re-pitch what was already covered.
Calls and chats never reach the CRM
Conversations happen on a personal phone or a chat app the CRM never sees, so pipeline stages, call notes, and next steps are guesswork at the weekly review.
From first DM to signed deal, on one timeline
The building blocks of Lodgestory map to how your reps actually sell — answer fast, qualify, get the prospect on a call, and keep the CRM honest.
One inbox, one lead timeline
Every WhatsApp, Instagram DM, email, web chat, and call about a prospect sits on a single timeline, so any rep can pick up the thread with full context and nothing gets re-asked.
AI and bots qualify on contact
A no-code Bot Builder runs lead-qualification flows the moment someone messages, and a knowledge-grounded AI agent answers product questions, looks up bookings, and can send a payment link — then hands a warm lead to a rep.
Click-to-call and outbound at volume
Reps click-to-call any contact over a cloud number with the chat history on screen, and the call records back to the timeline. For volume, a bulk dialer and AI voice broadcasts work whole lists.
Book the meeting without the back-and-forth
Drop a booking link into the chat; the prospect self-books a slot, a host is auto-assigned, and a Google Calendar invite with a Meet link goes out — no email tag to schedule a demo.
One lead, from first message to booked demo
Lead reaches out
A prospect messages on WhatsApp or starts a web chat. A qualification bot greets them instantly and captures budget, use case, and timeline.
AI qualifies and routes
The AI agent answers product questions and qualifies the lead, then assigns it to the right rep — who opens the conversation already knowing what the prospect needs.
Rep calls and books
The rep clicks to call from the contact, or shares a booking link so the prospect picks a slot. A host is auto-assigned with a Calendar invite and a Meet link.
CRM stays current
The conversation, call recording, and disposition sync to HubSpot or Salesforce, so the next step and pipeline stage are recorded without anyone retyping notes.
Everything this solution runs on
WhatsApp Business messaging
Reach prospects on the official WhatsApp Business API — templates, variables, and media — plus Instagram, Messenger, email, and web chat, all in one shared inbox.
No-code Bot Builder
Build lead-qualification flows visually with 20+ node types — questions, branching, lookups, and handoff rules — so every inbound is greeted and qualified without a rep online.
Lodgestory Voice & bulk dialer
Cloud numbers with click-to-call, smart routing, and recording for one-to-one calls, plus a bulk dialer and AI TTS voice broadcasts to work outbound lists.
WhatsApp & email broadcasts
Upload an audience, personalize with variables, and send re-engagement or follow-up campaigns over WhatsApp and email with delivery tracking on each send.
Payment links in the chat
AI agents can generate a payment link mid-conversation, so a warm prospect can pay a deposit or close right inside the thread instead of waiting for a separate invoice.
CRM sync & integrations
Connect HubSpot, Salesforce, and the rest of your stack so contacts, conversations, and call outcomes flow to the CRM — with a REST API and MCP for anything custom.
What sales teams get out of it
- Reply to inbound leads in minutes, day or night, with AI and bots
- Open every conversation with the prospect's full history in view
- Click-to-call from any contact and capture the recording automatically
- Book demos without the email back-and-forth over times
- Reach whole lead lists with WhatsApp, email, and voice campaigns
- Keep HubSpot or Salesforce current without manual note-taking
Before and after Lodgestory
Before
- Inbound DMs and form fills sit unanswered until a rep is free
- A lead's chats, emails, and calls live in separate places
- Reps schedule demos over a long email back-and-forth
- Call notes and outcomes rarely make it into the CRM
With Lodgestory
- AI and bots greet and qualify every inbound the moment it lands
- One timeline per lead holds every chat and call in order
- Prospects self-book a slot with a host and Meet link auto-assigned
- Conversations, recordings, and dispositions sync to HubSpot or Salesforce
Plugs into the tools you already run
Questions, answered
Can leads reach us on WhatsApp and Instagram, not just web chat?
Yes. Lodgestory connects the official WhatsApp Business API, Instagram, Messenger, email, and web chat into one inbox, with every message about a lead on a single timeline so any rep can take over with full context.
How does the AI qualify a lead before a rep gets involved?
A no-code bot runs your qualification questions the instant someone messages, and a knowledge-grounded AI agent answers product questions and can look up a booking. It then hands the lead to the right rep with the whole transcript attached.
Can reps call prospects from inside Lodgestory?
Yes. Lodgestory Voice gives you cloud numbers with click-to-call from any contact, smart routing, and recording. For outbound at volume, there's a bulk dialer and AI TTS voice broadcasts for whole lists.
Will conversations and calls sync to our CRM?
They will. Lodgestory connects to tools like HubSpot and Salesforce so contacts, chats, call recordings, and dispositions flow into the CRM, and a REST API plus MCP cover anything bespoke.
Stop losing leads in the follow-up gap.
Connect a WhatsApp number, point a qualification bot at your inbound, and start booking demos today — or get a walkthrough mapped to your sales motion and CRM.