Customer Story · HR & Payroll Software
How NepalHRM Brings Every Signup, WhatsApp Lead and Demo Into One CRM
NepalHRM is HR and payroll software built for businesses in Nepal. Companies sign up in the product, message from WhatsApp ads and book demos at any hour, and KudosCRM puts each one in front of a rep with the whole history already logged.
Signups Arrive on Their Own
Events from the NepalHRM app create the lead and fill in the company, phone and country from the signup itself.
WhatsApp Ads Straight Into the CRM
NepalHRM connected the WhatsApp Business API, so every message from its WhatsApp ads lands in KudosCRM with the ad source tracked.
Every Meeting on the Record
Prospects book demos through KudosCRM booking links, so every meeting is recorded on the lead it belongs to.
Welcome Emails That Never Wait
A workflow emails each new signup, and approval sends the next email and a task for the rep.
The Challenge
Leads From Three Directions, and No One Place to Work Them
NepalHRM has a free plan and runs WhatsApp ads, so new business arrives at all hours: companies signing up in the app, prospects messaging from an ad, and others asking for a demo. Each one is a sales conversation waiting to happen.
The team wanted all of it in one place: every signup as a lead with the company attached, every WhatsApp conversation logged against the right person, every demo on the record, and a welcome email that went out without anyone remembering to send it.
Before KudosCRM
- Signup details held only inside the product
- WhatsApp ad enquiries outside the CRM
- Demo meetings with no record on the lead
- Welcome emails sent by hand, when someone remembered
The Journey
How a NepalHRM Lead Moves Through KudosCRM
01
Signs Up in the App
The NepalHRM product sends a signed signup event, and KudosCRM creates the lead with the company details filled in.
02
Messages From an Ad
A WhatsApp ad opens a conversation that lands in KudosCRM as a lead, with the ad source tracked.
03
Gets a Welcome Email
A workflow sends the welcome email as soon as the signup reaches the New Signup stage.
04
Books a Demo
The KudosCRM booking link records the meeting on the lead, next to every chat and email.
05
Is Approved
Moving the deal to approved sends the next email and creates a follow-up task for its owner.
Multi-Layer Automation
Four Layers Behind Every NepalHRM Lead
Each way a lead can arrive has its own layer, and every layer writes to the same record, so the rep who picks up a lead sees the signup, the WhatsApp conversation and the meeting in one place.
How workflows work- Layer 01
Signup Intake
When a company signs up in the NepalHRM appSigned event sent to KudosCRMLead created with company, phone and countryLater events fill any gaps - Layer 02
WhatsApp Intake
When a prospect messages from a WhatsApp adMessage arrives through the WhatsApp Business APILead and deal createdAd source trackedEvery message logged on the record - Layer 03
Meetings
When a prospect books through a booking linkMeeting recorded on the leadShown on the timeline with every other touch - Layer 04
Follow-Up
When a deal is added or moves stageCheck the stageNew SignupApprovedWelcome or next-step emailFollow-up task for the owner on approval
The Setup
What NepalHRM Runs on KudosCRM
Signups and WhatsApp Leads in One List
Product signups arrive through signed webhooks and WhatsApp ad enquiries through the WhatsApp Business API. Both become leads with the details filled in, and a later event fills any gaps the first one left.
- Company, phone and country taken from the signup
- WhatsApp leads with the ad source tracked
- Every WhatsApp message logged on the record
Every Demo Booked Through KudosCRM
Prospects pick a time from a KudosCRM booking link, and the meeting is recorded on their lead. The rep walks in knowing what the company signed up for and what it asked on WhatsApp.
- Booking links for every demo
- Meetings recorded on the lead's timeline
- One calendar of every booked call
Follow-Ups That Run Themselves
Workflows carry every signup. One welcomes the new account, and the other emails it and gives the owner a task when it is approved. Every run is logged.
- Triggers on a new deal and on a stage move
- Conditions check the stage before anything sends
- Run history for every email and task
The Whole Conversation in One Place
WhatsApp messages, website chats, emails, meetings and tasks share one timeline, so whoever picks up an account sees what has already been said and what happens next.
- WhatsApp and website chat on the same record
- Meetings, tasks and emails on one timeline
- A clear owner for every account
The Modules Behind It
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