Pharma Lead Automation

Lead automation for pharma and PCD franchise companies

Pharma companies receive a steady flow of PCD franchise, third-party manufacturing and product enquiries, mostly from IndiaMART, and most of them need the same first answers. We built a live system for a pharma company that handles those conversations on WhatsApp, around the clock, and hands qualified leads to the sales team.

The problem with pharma enquiries

A franchise enquiry from a new distributor in another state usually arrives with little context. Someone has to reply, find out the city, whether the person is already in the pharma line, which segment they work in and how many products they want to start with, and then pass the lead to an executive.

Done by hand, that takes hours per lead and depends on whoever is free. Leads from IndiaMART are often shared with other companies too, so a slow reply usually means a lost distributor.

What the system we built does

  • Picks up new leads from IndiaMART, the website and Meta ads, and checks for duplicates first
  • Sends a WhatsApp welcome straight away, and a follow-up if there is no reply within three hours
  • Holds a natural conversation in Hinglish to qualify the lead: city, pharma experience, segment, number of products and monthly volume
  • Understands voice notes, and reads photos of medicine strips, cartons or catalogue pages that customers send
  • Sends a product card with photo, composition, packing and MRP when a customer asks about a specific brand
  • Shares the full product catalogue as a PDF on request
  • Assigns meetings to sales executives in rotation, notifies them on WhatsApp and records the meeting in the CRM
  • Runs a 15-step follow-up sequence over several weeks for leads who go quiet, and stops immediately on opt-out
  • Scores every lead hot, warm or cold, syncs structured lead details to Zoho CRM every hour, and sends the owner a WhatsApp summary every morning

Built for pharma rules

The assistant never quotes a trade rate, margin, monopoly area or delivery timeline. Those depend on quantity and terms, so it collects the requirement and hands it to an executive. It shows the printed MRP, which is fixed, and keeps it separate from the bulk rate, which is not.

It also recognises the difference between a franchise enquiry and someone who only wants to buy a product, and asks each only what is relevant.

Common Questions

Does it work with IndiaMART leads?

Yes. IndiaMART is the main lead source in the system we built, with duplicate checks so the same buyer is not contacted twice.

Can it send our product details?

Yes. You give us your product list with composition, packing, MRP and photos, and the assistant sends the right card when a customer names a brand, even if they type part of the name.

Which CRM does it use?

The live system uses Zoho CRM. Other CRMs with an API, or a Google Sheet, also work.

Will it quote prices to customers?

Only the printed MRP. Trade rates, margins and franchise terms are always left to your executives.

Get a free Lead Leak Audit

We send one genuine enquiry to your business from our own number, measure how fast you reply and whether you follow up over seven days, and send you a one-page result with what to fix. We tell you we did it when we share the result.