Tap the mic button and speak naturally. Tap the mic again when you're done.
“New lead Suresh 98765 43210 looking for a sofa set” — opens a new lead with name, mobile and interest filled in.
“Call Ravi” / “WhatsApp Priya” / “Open Anil” — finds the lead and acts.
“Overdue follow-ups” / “Today's follow-ups” — opens the list.
“Remind me tomorrow at 10 to call Ravi” — adds a task with a reminder.
QR enquiry & test-ride forms
Each branch has its own public forms. Customers scan, fill their details, and the lead lands in your CRM.
Admin: Settings → Public Forms → download or print the QR for each branch.
Salesperson: in the app, open the QR share screen and show it, or send the link on WhatsApp.
New enquiries are assigned by your branch rules; duplicates are matched by mobile number.
Billing request & customer details link
Raise a billing request from the lead; the customer can fill their own registration and insurance details.
Open the lead → Raise Billing Request.
Tap 📲 Send to customer → WhatsApp. The message and link open ready to send.
The customer fills name, relation, date of birth, address and nominee, then submits.
Keep the form open — their details fill in automatically. Check them, complete vehicle, price and payments, and submit.
The link is valid for 30 minutes. If it expires, tap New link.
Hero Connect DMS sync (Hero dealers)
The SasFlow ⇄ Hero DMS panel runs inside Hero Connect from a saved bookmark. Each button runs as soon as you click it; the log shows what happened and Stop halts a run.
Pull new DMS enquiries — new enquiries come into SasFlow (linked by mobile, or created; unmapped DSEs → unassigned).
Today's Follow Up ← SasFlow — today's DMS list plus the last 3 days: pushes SasFlow follow-ups and creates any enquiry missing in SasFlow.
Pull stock — copies DMS vehicle stock into SasFlow.
Push follow-ups — every new SasFlow follow-up goes to DMS.
Link / push CRM leads — new SasFlow leads become DMS enquiries.
Morning: 1 → 2 → 3 → 4 → 5
Before lunch: 1
Evening: 1 → 2 → 4
Enquiries closed in DMS are not closed in SasFlow automatically — update the lead yourself.
Zoho Payments setup
Connect Zoho Payments for payment links, POS, customer self-booking and automatic receipts.