The CRM that follows every lead through to the pilgrim file

Every enquiry lands in a single list whatever the channel: the agency website form, WhatsApp, a phone call, email, the website chat, a reseller, or manual entry after a walk-in. Each becomes a lead attached to the package it concerns, with its channel of origin. The team works from the same inbox: no more enquiry forgotten on an adviser's phone or in a personal mailbox.

Yes, from the lead's record. Conversion creates a sign-up request on the chosen package with the details already collected (identity, contact, party size, preferred room type); the team checks it, then validates it into a pilgrim file. The lead keeps a trace of its conversion and the file keeps the history of the exchanges that preceded it. Nothing is re-keyed between sales and operations.

Each lead has a sales status (new, contacted, quote sent, converted, lost) and, for WhatsApp exchanges, a journey stage computed automatically from the conversation: qualifying, offer proposed, sign-up sent, sign-up started, converted. A temperature (hot, warm, cold) and a score help prioritise. A silent lead goes dormant by itself after a few days, so the active list stays readable.

By connecting the agency's WhatsApp number to OmraDesk: every conversation appears in the team's shared inbox, creates or matches the corresponding lead, and stays attached to its record. Unread messages are visible to everyone, replies go out from OmraDesk or from the usual phone — the history is kept either way. If you enable it, the assistant can ask the first qualifying questions while the team is busy.

Yes: the inbox and the lead list are shared by the whole team, each person seeing what their rights allow. A lead has one designated owner, who can be changed, which avoids two people chasing the same prospect the same day. The history shows who replied, who sent the quote and when. An agency with several branches reads its pipelines separately or consolidated depending on the user's role.

Each lead keeps its channel (website, WhatsApp, phone, email, chat, reseller, manual) and, for WhatsApp, its precise entry point: a spontaneous conversation, a click on an ad, or a QR code scan. So you know, package by package, which channel produces sign-ups and which only produces questions — and you adjust your sales effort on facts rather than impressions.