Funding
Funding not disclosed
Founders
Product
Problem
Sales teams often struggle with inefficient lead management processes, leading to missed follow-ups and lost conversion opportunities. The fragmentation of lead sources and communication channels complicates timely engagement and performance tracking.
Solution
Jaldi provides a unified sales enablement platform designed to streamline lead capture, distribution, and follow-up activities. The system integrates with digital advertising platforms to automatically ingest leads, assigning them to sales agents with immediate mobile notifications. It facilitates direct communication via call, WhatsApp, or SMS from within the platform, ensuring rapid response times. Lead status updates are enforced after each interaction, preventing data decay and providing a clear audit trail. Real-time analytics offer visibility into team performance and sales KPIs, enabling data-driven decision-making.
Target Audience
The platform is designed for sales teams across various industries, including real estate, solar, insurance, finance, and call centers, that manage a high volume of leads and require efficient follow-up mechanisms.
Features
- Automated lead ingestion from Facebook and Instagram ads with intelligent agent assignment.
- One-click communication capabilities across voice, SMS, and WhatsApp directly from lead profiles.
- Enforced lead status updates post-interaction to ensure data integrity and workflow adherence.
- Configurable follow-up reminders and automated mobile notifications for scheduled tasks.
- Centralized conversation history and notes for each lead, accessible across the sales team.
- Real-time, interactive dashboards displaying key sales performance indicators (KPIs).
- Customizable lead distribution rules based on campaign source or agent availability.
- Mobile application for sales agents to manage leads and track activities on the go.