Track Pitch Pipelines, Milestones & Retainer Renewals
Manage marketing, web design, or consulting pitch pipelines. Automate client approval updates and retainer payment collection.
Solving Daily Hurdles in Agencies
Traditional methods cost money and block scaling. Here is exactly what we fix.
Slow Pitch Conversions
Agencies send pitch proposals to corporate clients but lose track of follow-up stages, letting deals grow cold.
Visual Deal Pipeline
Monitor the exact proposal phase (Briefing, Pitching, Sent, Won) and trigger reminders for next steps.
Late Retainer Payments
Clients delay monthly retainer payments, causing cash flow problems and delaying team payroll schedules.
Automated Renewal Alerts
Send structured retainer payment links automatically on WhatsApp 5 days before the cycle starts.
Never Forget to Send Product Details Again
Respond to every enquiry within seconds by sharing the right brochure or catalogue with a single click—without saving the customer's number or worrying about forgetting to send product details.
Instant Pitch Proposals & Case Studies Sharing
"Send agency profile, case studies, pitch proposals, pricing packages, and capability documents in a single tap."
PixelCraft_Agency_Profile_&_Pricing.pdf
Ready PDF Document
The Manual Follow-up Loss
Customer Pain Points Faced Daily
Most businesses receive dozens of enquiries every day through phone calls, WhatsApp, social media, referrals, or walk-in customers. After the conversation, busy sales staff often forget to follow up.
What Staff Frequently Forget:
- •Send product brochures
- •Share catalogues
- •Send pricing PDFs
- •Share company profiles
- •Send service details
- •Send quotation documents
Which Results In:
The EPromo Solution
Fast. Professional. Consistent.
With EPromo, every enquiry receives the right brochure, catalogue, company profile, price list, or product PDF in just one click. Send the exact documents through WhatsApp in seconds.
No Need To Do Any Of This:
- ✕Save customer's phone number
- ✕Open WhatsApp manually
- ✕Search for PDF files
- ✕Search through your gallery
- ✕Look for brochures
- ✕Remember to send files later
Simply click the "Send Brochure" button:
See One-Click Sharing in Action
Watch EPromo automate the entire brochure dispatch pipeline below
One-Click Dispatch Simulator
EPromo sits inside your browser or mobile CRM. When an enquiry ends, you trigger a brochure delivery instantly. Watch the simulator run the automated flow.
Rajesh Kumar
+91 98765 43210
Matched Document Type:
The Automated One-Click Flow
Zero complexity. Designed for speed.
Customer Enquiry
Phone call, WhatsApp, or referral received
Call Ends
No manual followup needed
Lead Created
Logged in EPromo instantly
Click 'Send Brochure'
Single tap in EPromo dashboard
Delivered in Milliseconds
Directly sent via EPromo Cloud API
Customer Impressed
Prospect reads details while in call mindset
Reminder Set
Follow-up schedule created automatically
Higher Conversion
Instant value beats competitors
Key Performance Outcomes
What happens when your sales team uses one-click brochure sharing
Send brochures in one click
No copy-pasting or switching apps. Direct brochure sharing takes a single second.
Share PDF catalogues instantly
Auto-loads catalog PDFs into chat instantly, with clear visual preview support.
Same Number Delivery (No Saving)
No system-generated or virtual numbers. Deliver messages directly on the same number the customer used to contact you, without saving it.
Never forget product details
EPromo matches customer profiles to documents so your staff sends the correct file every time.
Faster customer response
Speed is critical for sales. Reach prospects while their interest is at its absolute peak.
Professional communication
Pre-approved templates, professional greetings, and high-quality documents only.
Improve enquiry conversion
Fast followups turn cold queries into immediate purchases, boosting close ratios.
Reduce manual work
Allows your administrative and sales staff to save up to 2 hours of manual sorting every single day.
Immediate Customer Delivery
Ensure every lead gets value documentation instantly, leaving zero cold gaps.
Activate One-Click Brochure Sharing Today
Empower your team, speed up operations, and close more business from your daily enquiries. Start sending professional catalog documents instantly.
Tailored Features for Your Growth
We don't just sell CRM software. We provide specific workflows engineered to increase margins and repeat sales.
Pitch Tracker Pipeline
Track client discussions, briefs, and proposal drafts.
Ensures counselors follow up on high-value business leads.
Retainer Auto-Reminders
Send custom renewal payment links directly on WhatsApp.
Stabilizes monthly retainer incomes for agency teams.
Feedback Collection
Request project reviews on completion of major milestones.
Builds case study feedback databases dynamically.
How EPromo Runs On Autopilot
From the first phone call or click, EPromo guides your customer relationships to conversion.
Inquiry Logged
Agency records new proposal inquiry in EPromo dashboard.
Briefing Session
Onboarding questions and calendar invites shared over WhatsApp.
Proposal Sent
Proposal pricing submitted, and follow-up alerts set in CRM.
Contract Won
Milestone structure and payment schedules configured.
Retainer Renewals
EPromo triggers monthly retainer UPI payment alerts on WhatsApp.
Outcome: Higher Trust, Repeat Sales, Better Google Rating
The system auto-triggers alerts, collects feedback, and flags deadlines without manual oversight.
Expected Business Outcomes
What EPromo does to impact your top-line, client retention, and local discovery.
In Payment Speed
Prompt WhatsApp billing alerts prevent payment follow-up delays.
Client Retention
Continuous milestone reviews build client trust and project renewals.
High-Value Leads
Tracks corporate proposals systematically from start to finish.
“Tracking proposals from initial brief to contract won is transparent. We automate agency retainer bills reminders on WhatsApp, stabilizing monthly recurring cash flows.”
Karan Johar
Founder — Bold Media Ads, Bengaluru
Frequently Asked Questions
Get EPromo for Agencies
& Scale Your Operations
Join thousands of small and medium businesses in India using EPromo. Set up follow-up schedules and official WhatsApp automations in under 10 minutes.