Portal leads are paid for and time-sensitive. The same enquiry often goes to several suppliers, so a slow reply usually loses it.
Common problems
- Leads sit in the portal app until someone checks it.
- The same buyer arrives from several portals and gets several calls.
- No one knows which portal produces paying customers.
- Leads are shared on WhatsApp groups and lost.
A better process
- Bring portal leads into the CRM through the API or a regular bulk import.
- Check duplicates by phone number and email.
- Assign automatically by rule, such as product line or round-robin.
- Send an instant acknowledgement and call within your target time.
- Record the source on every lead.
- Review conversion and cost by source every month.
Measure the real return
| Metric | How to calculate |
|---|---|
| Cost per lead | Portal spend divided by leads received |
| Lead-to-quote rate | Quotes sent divided by leads |
| Win rate | Orders won divided by quotes |
| Cost per order | Portal spend divided by orders won |
Speed-to-lead routine
- Alert the assigned rep the moment the lead arrives.
- Call within your target window, for example within minutes during working hours.
- If no answer, send a WhatsApp message and retry later.
- Record the outcome and next action immediately.
- If untouched beyond the limit, reassign automatically.
Buyers contact several suppliers at once. The first useful reply often wins.
Tip: Compare sources by cost per won order, not cost per lead. A cheap lead that never buys is not cheap.
Related guides: NexoraCRM - CRM Software for Sales, Service and WhatsApp
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