SalesHub · Messaging support and CRM
Every lead answered right away and followed up until the appointment.
SalesHub replies on WhatsApp, Instagram and Facebook, books the appointment and sends the reminder. Your team focuses on serving people, with the CRM at hand.
- Instant replies
- Booking and reminders
- Handoff to a person under agreed rules
From the first message to the booked appointment
An unanswered message is usually a prospect writing to someone else. The agent answers the repetitive part with your scripts and your team steps in when the conversation calls for it.
- 01
A message arrives
On WhatsApp, Instagram or Facebook, at any hour, into a single inbox.
- 02
The agent replies
It answers right away with your business information: hours, services and requirements.
- 03
The appointment is booked
It offers times from your calendar, confirms and sends the reminder.
- 04
Your team steps in
When the agent doesn't know the answer or an escalation rule is met, the full conversation goes to your salesperson or front desk.
- 05
You see what happened
The pipeline shows who wrote, who booked and where each lead stopped.
Your messages, appointments and sales, on one screen.
Screens from the real SalesHub interface, shown in Spanish. Names, messages and amounts are examples.
All your channels in one inbox, with each contact's record
For teams that sell over WhatsApp and social media
We set it up with your scripts, your information and your calendars.
All conversations in one place
WhatsApp, Instagram and Facebook in one inbox, with each contact's history.
Support agents
They reply with your business information and follow the escalation rules we agree on with you.
Sales pipeline and contacts
Every lead has an owner, a stage and a next step, with no spreadsheets.
Booking and reminders
Appointments tied to your calendars and reminders that go out on their own.
Email and WhatsApp campaigns
Messages to people who expect them: follow-up, reactivation and promotions.
Reports
How many leads came in, booked and closed, by channel and by branch.
Your team arrives at every conversation with context
SalesHub responds, books and logs everything in the CRM, so your salesperson picks up right where needed.
Quoted per branch, based on your scope
Everything in Spanish, with local support and invoicing in Mexican pesos.
- Agents that reply with your business information
- Booking and reminders
- Sales pipeline and contacts
- All conversations in one place
- Email and WhatsApp campaigns
- Handoff to a person under agreed rules
Implementation (scripts, knowledge base, calendars and flows) depends on scope and is in your proposal.
Advertising spend is contracted separately, with no hidden commission.
Already serving customers in healthcare and energy
Dentibrackets
All seven branches answer, book and follow up with their patients on SalesHub. The agent never diagnoses or promises results.
Swivel Energy
With SalesHub and a custom quoting tool, its technical proposals went from days to minutes, with automatic follow-up.
Before you decide
SalesHub agents reply to your customers on their own, within the scripts and escalation rules we agree with you. Lattice agents work for you and your team, and only reply to people you authorize.
It hands the conversation to a person on your team, with the full history. Escalation rules are defined with you during implementation.
WhatsApp, Instagram and Facebook in one inbox. Campaigns go out by email and WhatsApp.
Yes. Scripts are adjusted to the applicable rules: the agent never diagnoses, promises results or makes service conditional on clinical data.
It is quoted per branch or business unit, based on scope. To give you the proposal in writing we need to know how many branches you have and which channels your customers use. We cover that in the free 45-minute diagnosis. Advertising spend is contracted separately, with no hidden commission.
Yes. In the demo we use examples from your conversations, without your customers' personal data, so you can see how the agent would reply before you decide.
Where it is used
See how it would reply to your messages
Bring your most frequent questions. In 45 free minutes we review what an agent would do, what it wouldn't and what it costs.
- 45 minutes
- Free
- With examples from your conversations