Documentation

Complete guide to IDB2B WhatsApp lead management platform

IDB2B Documentation

Welcome to IDB2B β€” an AI Lead Qualification platform for Sales Teams who receive too many WhatsApp messages and need to focus on the ones that are most likely to close.

IDB2B helps your team filter, qualify, and prioritize leads automatically, so sales reps spend time talking to serious prospects β€” not answering random or low-intent chats.


Overview

Most sales teams don’t have a lead problem. They have a lead quality problem.

Every day, WhatsApp fills up with:

  • β€œJust asking”
  • Price checks
  • Promotions
  • Spam
  • People who are not ready to buy

But sales reps still have to reply to all of them.

IDB2B sits between WhatsApp and your sales team and does the first screening for you.

It reads incoming chats, understands intent, and helps your team decide:

  • Which leads are serious
  • Which can wait
  • Which should be filtered out

So your sales team can focus on closing, not sorting.


Documentation Structure

Use the guides below to understand how IDB2B works and how to use it.

🎯 What is IDB2B?

A simple explanation of how IDB2B qualifies WhatsApp leads before they reach your sales team.

πŸ‘₯ Who is it for?

Sales teams that handle many WhatsApp inquiries β€” including real estate, education, automotive, agencies, and service businesses.

🧠 How Lead Qualification Works

How IDB2B identifies intent, filters low-quality chats, and highlights leads that are ready for follow-up.

πŸš€ Quick Start

Connect WhatsApp, set your rules, and start qualifying leads in minutes.


What IDB2B Does

  • βœ… Reads incoming WhatsApp messages
  • βœ… Understands what the person wants
  • βœ… Separates serious leads from casual chats
  • βœ… Prioritizes who your sales team should reply to first
  • βœ… Passes qualified leads to sales or booking flows

This happens automatically, before a sales rep spends time replying.


How Sales Teams Use IDB2B

Real Estate & Property Sales

  • Filter buyers who are just browsing
  • Prioritize leads with budget, timeline, and location
  • Focus follow-ups on people ready to visit or book

Education & Training

  • Separate students who are serious from those just asking fees
  • Route high-intent inquiries to counselors
  • Reduce wasted follow-ups

Automotive & High-Value Products

  • Qualify buyers before test drive scheduling
  • Reduce time spent on low-intent inquiries

Agencies & Services

  • Identify clients with real budgets and projects
  • Focus proposals only on qualified leads

Where IDB2B Fits in Your Sales Process

IDB2B is not a CRM and not a Kanban board.

It works before those tools.

Ads / Campaigns β†’ WhatsApp Messages β†’ AI Lead Qualification (IDB2B) β†’ Sales Team β†’ CRM / Booking

Lead management tools are still useful β€” but only after a lead is qualified.


Getting Started

  1. Learn what IDB2B does
  2. Check if it fits your sales team
  3. Understand how leads are qualified
  4. Set it up

You can be live in minutes.


Need Help?

Support

  • πŸ“§ Email: hello@idb2b.com
  • πŸ“ž Demo: Book a walkthrough with our team

Learn More

  • πŸ“š Knowledge Base
  • πŸŽ₯ Short Video Guides
  • πŸ“– Blog: Sales and lead qualification tips

If your sales team is tired of replying to every WhatsApp message just to find a few good leads β€”

πŸ‘‰ Start your free trial πŸ‘‰ Book a demo