Every chat. One pipeline. More closed deals.
Yodo Flow gives your team one shared inbox for every customer conversation, and a pipeline that follows each lead from first message to payment. AI replies inside the rules you set, and hands over when a person should step in.
Made for solar installers, import agents, real estate firms and other teams that close deals in conversation.
Your sales process, not a generic one
Big-ticket services take surveys, quotes and deposits before a deal closes. Set the stages your team actually works through, and every lead moves through them.
A solar installation, start to finish
Example stages. Rename, reorder or add your own.- Stage 1New enquiryA customer asks about a system size or price
- Stage 2Site surveyVisit booked, load and roof assessed
- Stage 3Quote sentProposal shared with the customer
- Stage 4Deposit paidPayment recorded with proof
- Stage 5InstalledJob done, deal won
One inbox the whole team shares
Every enquiry lands in one place. Assign it, see who has read it, and keep the full history next to the deal it belongs to. Nothing sits unanswered in one person’s phone.
- Assign conversations and track read state per teammate
- Customer details and the open deal beside every chat
- Urgent push alerts when a customer needs a person
See every deal, right up to the deposit
Leads move through your stages from the chat itself. Record payments against the deal with private proof attached, so the whole team knows what has been paid and what is still open.
AI that follows your rules
Tell Yodo Flow what it can answer, what it must never promise, and when to call a person. It replies to new enquiries, qualifies the lead, and hands over with the context your team needs.
Everyone works the same deal, with the right access
Owner
Sets up channels, stages, AI rules and who is on the team.
Manager
Assigns leads, records payments and keeps the pipeline moving.
Agent
Replies to customers and moves their own deals forward.
Viewer
Sees what is happening without changing anything.
Where your customers already reach you
Start with chat on your own website today. More channels are on the way into the same inbox.
- Website chat Live
- WhatsApp Coming soon
- Instagram Coming soon
- Facebook Messenger Coming soon
- Gmail Coming soon
Stop losing deals in your DMs
Set up your inbox and pipeline in an afternoon, or let us walk your team through it.