Book more demos for your software
B2B software buyers in India often prefer WhatsApp over email. They want a quick answer on features and price, then a demo. OakDeal replies in seconds from your product facts, asks about team size, current tools and timeline, and books a demo with your sales team. After the demo or trial, follow-ups run on schedule, so deals do not stall waiting for someone to remember.
Where software and saas sellers leads come from
OakDeal keeps every lead in one place, tagged with its source, so you can see which channel brings buyers.
- Website and pricing page
- Google search ads
- Click-to-WhatsApp ads
- Software listing sites
- Partner referrals
What goes wrong without a system
Demo requests wait too long
A buyer asks for a demo and hears back two days later.
Trials go cold
People sign up, try once and leave without a conversation.
Small sales team
Founders and a few sellers cannot follow up with everyone.
Feature questions repeat
The same integration and pricing questions every day.
How OakDeal works for software and saas sellers
- 1
Every lead lands in one inbox
WhatsApp chats, website enquiries and direct leads such as calls and walk-ins, each tagged with its source.
- 2
AI replies in seconds
From your own facts only, in the languages you choose, at any hour.
- 3
Leads are scored with a reason
Hot, Warm or Cold from what actually happened, so your team calls the right people first.
- 4
A person takes over at the right time
When the lead asks for a human, wants to book, or the AI is not sure. One tap to take over.
Facts to give the AI
Write these once. The AI answers only from them and hands anything else to your team.
- What the product does and does not do
- Plans and prices
- Integrations
- Onboarding and support
- Demo booking times
- Never promise features that are not live
A follow-up plan that runs itself
Follow-ups go out within business hours and stop when the lead replies, buys or opts out.
- Same dayDemo slots
- Day after demoRecap and proposal
- Day 3 of trialOffer help with setup
- Before trial endsPlan options and a call
Questions from software and saas sellers
Can OakDeal answer technical product questions?
It answers from the product facts you provide. For anything it is unsure about, it hands the chat to a person instead of guessing.
Can we manage several products?
Yes. Use Trello-style boards for each product, each with its own stages.
Do we need to change our signup flow?
No. Add a WhatsApp link to your site and pricing page, and leads from your forms can be added or imported by CSV.
Also built for
Digital marketing agencies
OakDeal helps marketing agencies reply to their own leads in seconds and gives clients a WhatsApp inbox that answers, scores and follows up on every lead their ads bring.
B2B and servicesManufacturers, wholesalers and distributors
OakDeal answers dealer, bulk order and trade enquiries on WhatsApp in seconds, collects quantity and location, and follows up on quotations until the order is placed.
Property and homeReal estate
Answer property enquiries from portals, ads and WhatsApp in seconds. OakDeal qualifies buyers by budget and location, books site visits and follows up.
See all industries · Read our guides on WhatsApp sales and lead follow-up