Mobile & Web Development

Lead Monat · CRM

A CRM for an independent Monat partner: leads arrive through a hair-diagnosis test, stay centralized, and get followed up with the right products.

Client: Independent Monat Market Partner
Type: Lead CRM & product catalog
Category: Mobile & Web Development ↗

CRM

Type

11-question test

Lead capture

Products

Catalog

Overview

A lightweight CRM built for an independent Monat Market Partner. Leads come in through a mobile hair-diagnosis test — 11 visual questions in about 3 minutes — and land in one place, where the partner follows up on each person, tracks which products were recommended, and works from a built-in product catalog.

Scope of work

Daily view of due and overdue follow-ups

Lead pipeline: new, recommended, client, recurring, lost

Hair profile from the diagnosis test

Routine builder with system-suggested products

Product catalog, purchases and refill reminders

Send routines over WhatsApp

01 · The challenge

Leads were scattered across chats, with no single place to see who each person was, what was recommended to them, or when to follow up.

02 · The solution

A CRM that centralizes every lead: prospects self-qualify through an 11-question hair-diagnosis test, and the partner follows up from one dashboard — tracking the products recommended to each lead against a built-in product catalog.

03 · Results

All leads centralized in one place instead of scattered chats
Follow-up tied to the products recommended to each person
A product catalog to build recommendations from
Leads arrive already qualified by the diagnosis test

Screens

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