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Business problems

Busy chats every day, but how many turn into sales?

A busy inbox doesn't necessarily mean sales are up. Without a marker on each chat, you can't tell how many ended in an order, how many stopped at a price inquiry, or at which stage prospects most often back out.

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Tick the signs you're experiencing.

Common causes

  • Agreements made in chat don't become orders in the system.
  • Chats aren't tagged with a stage, like price inquiry or ready to buy.
  • Lost opportunities have no recorded reason.

The impact

  • Promotion decisions are made without data.
  • Near-miss opportunities aren't followed up.
  • Team sales performance is hard to assess.

Common mistakes

What often makes this problem come back

Judging by chat volume alone

Busy chats can come from general questions. Look at quotes sent and orders created instead.

Agreeing without creating an order

Agreements that aren't created as a quote or order don't show up in reports.

Too many stage labels

Start with a few stage labels that every admin uses consistently.

Not recording why deals were lost

Without a reason, you won't know whether price, stock, or reply speed needs fixing.

How to solve it

Fix it step by step in Conex Bisnis

Menu names match the business.conex.chat dashboard (in Indonesian). Steps marked Pro require the Pro plan.

  1. 1

    Create stage labels such as "Asking price", "Ready to buy", and "Not buying", then apply them to every chat.

  2. 2

    Send quotes from the chat or the Permintaan (Requests) menu so every quote is recorded and accepted ones become orders.

  3. 3

    Monitor quotes sent, acceptance rate, and transactions through Conex in Ringkasan (Overview).

  4. 4

    Read the order report in Pesanan & Booking (Orders & Bookings) for best sellers, cancellation reasons, and top customers.

  5. 5

    Pro Log serious prospects as deals in Pipeline, complete with value and stage.

  6. 6

    Pro Close deals as won or lost with a reason, such as price, changed their mind, or went elsewhere.

7-day plan

One small step every day

One step a day so it's easy to roll out with your team. Day one can start on the Free plan.

  1. Day 1

    Agree on stage labels

    Create three or four stage labels and explain what they mean to every admin.

  2. Day 2

    Label today's chats

    Add a stage label to every chat that comes in today.

  3. Day 3

    Send formal quotes

    For every serious price inquiry, send a quote from the chat or the Permintaan (Requests) menu.

  4. Day 4

    Check Ringkasan (Overview)

    See quotes sent, acceptance rate, and transactions through Conex in Ringkasan (Overview).

  5. Day 5

    Read the order report

    Open the report in Pesanan & Booking (Orders & Bookings) and pay attention to cancellation reasons.

  6. Day 6

    Move to Pipeline Pro

    Log high-value prospects as deals in Pipeline.

  7. Day 7

    Review weekly

    Compare this week's numbers with day one, then follow up on chats labeled "Siap beli" (Ready to buy).

  8. After that

    Move on to the next problem

    Keep the habits that work, then pick another problem you still feel.

    Business check-up

Features used

Learn about the feature

Pro

Sales pipeline

Deals from chat, stage presets, automations, kanban & table views (Pro).

Learn more Free

Reports & summaries

Daily summaries, chats per channel, order reports with CSV.

Learn more Free

Requests & quotes

Receive requests from Conex users, send quotes, negotiate, and turn them into orders.

Learn more Free

Labels, notes & reminders

Inbox tools: labels, statuses, internal notes, quick replies, reminders.

Learn more

Before vs after

What changes

Before With Conex Bisnis
Busy chats with no results to show.Quotes sent and acceptance rate in Ringkasan (Overview).
Deals agreed, then retyped.Accepted quotes become orders.
Cancellation reasons aren't recorded.Loss reasons recorded on every deal (Pro).
Reports compiled by hand.Order reports ready, with CSV download.

Free vs Pro

Features for this problem by plan

Free No time limit

Pro Everything in Free, plus

Good to know

  • Deals made outside ConexAgreements that aren't created as a Conex quote or order, for example recorded directly at the POS, don't appear in the order report. Mark them with a label or log them as deals in Pipeline (Pro).

FAQ

Questions about this problem

What does acceptance rate in Ringkasan (Overview) mean?

It compares the quotes customers accepted with the quotes you sent, calculated over the last 90 days.

Can I track this without the Pro plan?

Yes. Labels, quotes, Ringkasan (Overview), and order reports are available on the Free plan. Pipeline with deal values and loss reasons is on Pro.

Who can see rupiah amounts in Ringkasan (Overview)?

Only roles with permission for reports and order exports. Other roles still see the counts.

Are deals linked to their chats?

Yes. Deals are created from the customer profile panel in the chat, so the conversation is easy to reopen.

See also

Related solutions & problems

Needs

Leads, pipeline & B2B quotes

Deals from chat, pipeline presets, stage automations, negotiations on record.

See solution Teams

Sales

Pipeline, quotes, stage automations, and Bos AI daily targets.

See solution Teams

Business owners

Daily summaries, order reports, Bos AI, roles & permissions.

See solution

Chats pile up & replies are slow

Customers wait a long time because chats come in faster than you can reply.

See how to fix it

Fix this problem starting today

Register for free with your WhatsApp number, then follow the 7-day plan above.

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