No enquiry sits unseen
A message on WhatsApp gets the same visibility as a form submission or a phone call, so nothing depends on someone remembering to check a particular inbox that day.
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Unify every lead in one inbox
The business stops losing leads that arrive scattered across WhatsApp, website forms, calls, and marketplaces because every new contact lands in one place automatically.
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What it does
How Jeet handles this
Jeet pulls incoming leads from connected channels — web forms, WhatsApp, phone calls, email, and marketplace listings — into a single contact record. Each lead is deduplicated against existing contacts before it is shown to the sales team.
A building-materials supplier gets enquiries from an IndiaMART listing, a WhatsApp number printed on delivery vans, a phone call to the front office, and a contact form on the website — and right now those four sources live in four different places, so the same contractor asking about cement rates through two channels gets called twice by two different salesmen, and a third enquiry sits unread in an inbox nobody checks on a Friday evening.
Lead inbox unification pulls every one of those channels into a single contact record the moment a message, form submission, or call comes in, and checks it against existing contacts before it ever reaches a salesperson's screen. The contractor who called last week and messaged on WhatsApp today shows up as one person with one history, not two unrelated leads competing for the same follow-up call.
Where unify every lead in one inbox happens
Jeet runs this directly on the platforms your customers already use — no separate app for them to install.
- Gmail
- Slack
How it works
Step by step
- 01
Every channel feeds one inbox
Web forms, WhatsApp, phone calls, email, and marketplace listings like IndiaMART each connect once, and every new enquiry from any of them lands in the same lead list automatically, tagged with exactly where it came from.
- 02
New leads are checked for duplicates
Before a lead reaches a salesperson, it's matched against existing contacts on name, phone, and email, so the contractor who called last week and messaged today doesn't appear as two separate, entirely unconnected people in the system.
- 03
Source stays attached to it
Each lead keeps a record of which channel it arrived through, so the supplier can see later whether IndiaMART, the website form, or a phone call is actually producing enquiries that turn into real, paying orders.
- 04
The record grows with the person
A second enquiry from the same contact adds to their existing history rather than starting fresh, so a salesperson opening the record sees every past conversation before making the next call to that same contractor again.
Why it matters
What you get out of it
One contractor, one file
A lead who reaches out twice through different channels is recognised as the same person, so two salespeople don't independently call about the same rate enquiry.
Source quality becomes visible
Tagging each lead by channel lets the supplier see which marketplace listing or WhatsApp number is producing enquiries worth following up, rather than treating every lead as equally likely to close.
The detail
What to know before you rely on it
Unifying channels is only as reliable as the connections behind it. A WhatsApp Business API link, a website webhook, an email connector, and a marketplace feed each fail quietly in their own way — an expired token, a feed gone stale for a day — and a silently broken channel looks, from the sales team's side, like a slow week rather than a missed batch of enquiries. Checking that every source is actually delivering leads, not assuming a green tick from months ago still holds, is worth doing on a schedule, not once at setup.
Lead quality varies sharply by source, and a building-materials supplier sees this immediately: a marketplace enquiry often carries a number that bounces or a placeholder name, while a direct WhatsApp message from a returning contractor is almost always reachable. Unification brings every source into one list, but it doesn't make a bad number good — a salesperson still needs to know, at a glance, which leads are worth calling first and which are marketplace noise that may never pick up.
Because every unified lead carries a phone number and often an email address, that data has to be stored encrypted and scoped so one business's leads are never visible to another sharing the same platform. A supplier's contractor list is commercially sensitive — a competitor getting hold of it would be a real business harm, not an inconvenience — so access control here isn't a formality, it's the reason a shared sales platform can be trusted with a customer list at all.
Industry use cases
Where this earns its keep
13 industries where Jeet applies this directly.
Jeet tracks test-drive leads and financing inquiries through a pipeline from showroom visit to delivery, and reminds reps to follow up on aging quotes.
A dealership's website form captures an interested buyer's contact details, Jeet creates the lead and assigns it to the on-duty sales rep, and a follow-up task is created if the rep hasn't logged an activity within two days.
See the automotive playbookJeet manages multi-stakeholder deal pipelines, sequences outbound prospecting to target accounts, and forecasts quarterly revenue from weighted pipeline value.
A software reseller's rep enrolls a shortlist of prospect companies into an email-and-call sequence, and Jeet pauses the sequence automatically the moment a decision-maker replies so the next touch is a live conversation instead of another templated email.
See the b2b sales playbookJeet routes loan or insurance inquiries to the right product specialist and keeps a compliant record of every call and consent given.
A financial advisory firm receives an inbound inquiry through its website, Jeet routes it to the specialist covering that product line, and the call recording consent is logged before any call is placed.
See the banking and finance playbookJeet keeps track of wholesale and bulk-order inquiries from salons and retailers, following up until the order is confirmed.
A cosmetics brand's distributor inquiry comes in through WhatsApp, Jeet creates the lead, and a task reminds the rep to send a wholesale price list if no reply has come within a set window.
See the beauty and cosmetics playbookJeet manages the pipeline from course inquiry to enrollment, scoring leads by engagement so counselors call the most interested prospects first.
A coaching institute's demo-class signup form feeds directly into Jeet, and the lead's score rises after they attend the demo, moving them to the top of the counselor's call queue.
See the education playbookJeet gives a solo consultant a simple pipeline and task list so no client inquiry or proposal follow-up is forgotten.
A freelance designer receives a project inquiry by email, Jeet logs it as a lead automatically, and a task reminds the designer to follow up if the proposal hasn't been opened within three days.
See the freelancers and consultants playbookJeet tracks corporate wellness or membership package inquiries through to signed contract, with reminders so no inquiry goes cold.
A wellness center's inquiry about a corporate package is logged as a deal, and Jeet reminds the rep to send a customized quote after the discovery call is marked complete.
See the health and wellness playbookJeet manages consultation-to-order pipelines for interior design or furnishing projects, tracking quote versions as project scope changes.
A home-decor studio's client requests a revised quote after a site visit, and Jeet keeps both quote versions attached to the same deal so the rep can see exactly what changed.
See the home decor and furnishing playbookJeet tracks new-business pitches from first contact through proposal and contract, and reports which lead sources produce the best-fit clients.
An agency's referral lead comes in tagged by source, and Jeet's win-loss reporting later shows that referral-sourced deals close at a different rate than cold outbound, informing where the agency invests its business-development time.
See the marketing agencies playbookJeet tracks site-visit bookings and follow-ups for property inquiries, and forecasts likely closings by project and stage.
A broker's site-visit is scheduled through the meeting scheduler, and Jeet automatically creates a follow-up task for the day after the visit so interest doesn't fade before the next contact.
See the real estate playbookJeet manages catering and bulk-order inquiries as deals, from initial menu request through confirmed booking.
A restaurant's catering inquiry for a large event is logged as a deal, and Jeet reminds the manager to confirm the final headcount and menu two days before the event date.
See the restaurants and food playbookJeet tracks membership and package inquiries and keeps a call log so front-desk staff can see prior conversations before calling back.
A salon's membership inquiry from a walk-in is logged with the phone number, and when the client calls back later, staff see the earlier conversation notes before answering.
See the spas and salons playbookJeet manages custom-itinerary inquiries as a pipeline, tracking quote sends and follow-ups until the booking is confirmed and paid.
A travel agent's WhatsApp inquiry about a family holiday package becomes a deal, and Jeet tracks when the itinerary PDF is opened so the agent knows exactly when to call and close.
See the travel and tourism playbookMore from Jeet
Everything else it handles
Visualize the full deal pipeline
Sales owners see exactly where every deal stands and which ones are stuck, instead of guessing from memory or a spreadsheet.
Learn moreRank leads by likelihood to buy
Reps spend their limited calling time on the leads most likely to convert instead of working the list top-to-bottom.
Learn moreAuto-move deals on trigger
Deals stop sitting untouched in the wrong stage because Jeet updates them the moment a defined event happens, without a rep remembering to do it.
Learn moreAutomate follow-up sequences
No lead goes cold because they weren't followed up with — the next email, call reminder, or WhatsApp message goes out on schedule without a human remembering.
Learn moreCall leads without leaving jeet
Reps make and log calls from inside one screen instead of switching to a phone and then re-typing notes into the CRM afterward.
Learn moreTrack opens and reuse winning emails
Reps know the moment a prospect opens their email and follows up while interest is warm, instead of guessing when to call back.
Learn moreQuestions
Straight answers.
What happens if a lead comes in through a channel that stops working without anyone noticing?
Each channel connection can fail independently — an expired WhatsApp token, a broken webhook, a stale marketplace feed — and when it does, leads from that source simply stop arriving rather than triggering an obvious error anywhere. This is why checking that every connected channel is actively delivering leads, not just confirming it was set up correctly once, matters as an ongoing habit rather than a one-time task.
How does the system know two enquiries from different channels are actually the same contractor?
New leads are matched against existing contacts using name, phone, and email before being shown to the sales team, so a contractor who called last week and messages on WhatsApp today should be recognised as one person rather than two. Matching isn't perfect on inconsistent details, which is why a related capability lets a manager review and merge any pair the automatic check didn't catch confidently enough on its own.
Can a marketplace lead with a bad phone number still clog up the sales queue?
Yes, and this is a known limitation rather than something the unification step fixes on its own — marketplace listings often produce numbers that don't connect or names that are clearly incomplete, and those leads still enter the queue like any other. Unification brings every source together in one place; it doesn't independently verify that a number is reachable before a salesperson wastes a call finding out.
Who can see a lead once it's in the shared inbox?
Access is scoped to the business that owns the contact — one supplier's contractor list, phone numbers, and enquiry history are never visible to another business using the same platform, and every record is encrypted at rest. This matters commercially as much as legally, since a contractor list is exactly the kind of detail a competitor would want and a business has every reason to keep private.
The rest of your stack
It plugs into what you already run.
Jeet connects to your tools
No rip-and-replace — unify every lead in one inbox works alongside the systems already running your business.
- HubSpot
- Salesforce
- Zoho
- Google Sheets
- Calendly
- Typeform
- Airtable
- Zapier
- Intercom
- Twilio
Coming soon