Leads from WhatsApp and your website land in one inbox. OakDeal’s AI replies in seconds, marks each one Hot, Warm or Cold, and tells your team exactly who to call next.
Free to start. Set up in minutes. Or book a demo by call or WhatsApp.
Built for teams that sell over chat and the phone
For clinics, coaching institutes, real estate, agencies, software sellers and other small sales teams.
Stop jumping between apps. Chats and enquiries from WhatsApp, your website and the walk-ins your team adds all become leads in one inbox, answered and sorted by the same AI. Instagram and Facebook are coming soon.
Five things happen to every lead in OakDeal. Your team only spends time on the calls that matter.
On WhatsApp or your website. The chat becomes a lead on your board straight away, with its source.
It answers from the facts you gave it: prices, timings, what you never promise. A burst of messages gets one reply, not five.
Hot, Warm or Cold, with the reason shown. Name, needs and demo time are saved without touching what your team typed.
Why Hot: asked about fees, then said yes to a demo this week.
When the lead asks for a human, wants a demo, or the AI is not sure, the chat goes to the lead’s owner with everything so far.
Hands over when a lead asks for a person, wants a demo, or the AI is unsure.
Confirmations, reminders and nudges after no reply, only within your hours. They stop the moment the lead replies or buys.
Built for teams that sell over chat and the phone, not for people who enjoy filling in CRMs.
The Today list puts overdue and due leads on top, Hot first. Each one says why it is there.
Every WhatsApp chat in one place, with Instagram and Facebook coming soon. Take over from the AI with one tap. Try it.
Our next batch starts on Monday. Shall I hold a seat for you?
Tap how the call went. OakDeal moves the lead and sets the next step. Tap one.
Moved to Demo. Reminder set for the day before.
Drag leads between stages, Trello-style. One team can sell several products.
Calls, connect rate, demos and wins per person, and where your best leads come from.
| Person | Calls | Demos |
|---|---|---|
| Rahul | 42 | 7 |
| Aisha | 36 | 9 |
| Dev | 28 | 4 |
Upload a CSV from Excel or Google Sheets. Columns are matched, duplicates caught, leads shared out in turn.
Install it like an app. Calls and SMS go from your own phone, and OakDeal asks how the call went when you’re back.
Every decision the assistant makes is logged with a reason. These rules are on from day one.
Answers come from your business facts. If it does not know, it says a person will reply, and hands over.
A request for a human, a demo time or a low-confidence answer sends the chat to the lead’s owner.
Automatic follow-ups go out only between the hours you set, up to the limit you choose per lead.
If a contact says stop, they are opted out and never messaged again automatically.
A daily reply limit and a monthly spend cap. When either is reached, chats go to your team instead.
Each business has its own workspace in Google Cloud’s Mumbai region. Channel access tokens are encrypted.
Most small teams juggle a spreadsheet, a phone and a separate app for every channel. Here is the difference.
Still wondering about something? Book a free demo by call or WhatsApp. A person from OakDeal will walk you through it.
Book a demoOakDeal is an AI sales assistant and lead follow-up CRM. Leads from WhatsApp, your website and direct enquiries land in one inbox (Instagram and Facebook are coming soon), an AI assistant replies within seconds, and each lead is marked Hot, Warm or Cold so your team knows who to call first. Follow-ups and reminders run on their own until the lead buys or says no.
WhatsApp today, through Meta’s official WhatsApp Business Platform, with Instagram and Facebook Messenger coming soon. Leads from your website and direct leads such as phone calls, walk-ins and referrals that your team adds in a few taps. Every lead keeps its source, so you can see which channel brings buyers.
Small and growing sales teams that get leads from ads, social media, their website or word of mouth and close them over chat and the phone. It suits clinics, coaching institutes, real estate brokers, agencies and software sellers.
You write down the facts about your business once: what you sell, prices, timings and what you never promise. When a lead messages on any channel, the AI answers from those facts only, notes what it learned, and hands the chat to a person when the lead asks for a human, wants to book a demo, or the AI is not sure.
Yes. Anyone on the team can take over a chat with one tap, and the AI stops replying in that chat. You can also pause the AI for a single chat or for a whole channel.
From what actually happened: replies, call outcomes, questions about price, demo requests and how long the lead has been quiet. The reason is shown next to the label, so you can see why a lead is Hot instead of guessing.
Yes. Book a free demo by calling or messaging us on WhatsApp at +91 98769 64182. We will show OakDeal working on your own kind of leads and help you set it up.
Yes. Upload a CSV from Excel or Google Sheets, match the columns, and OakDeal checks for duplicates and shares the leads out among your team in turn. You can export any filtered list back to CSV at any time.
Yes. OakDeal runs in the browser on a laptop and installs on Android and iPhone like an app. Calls and SMS go out from your own phone, and the app asks how the call went when you come back.
In Google Cloud’s Mumbai region (asia-south1). Each business has its own workspace that no other business can see, and channel access tokens are encrypted with AES-256.
Sign in with Google, connect your channels and let OakDeal take the first reply. Or let us show you first.