Use Cases · Turn them into sales
B2B Sales Kept in Order, from First Chat to Signed Deal
B2B deals involve several people and run for weeks. Cekat.AI keeps conversations, notes, and deal stages in one place, so no quote is left hanging and no account disappears when a salesperson moves on.
In short
B2B sales is selling from one business to another, with longer cycles, larger deal sizes, and more than one decision maker. In Cekat.AI, the whole sales team works from one WhatsApp Business number, every account keeps a complete history of conversations and notes, and every deal moves through a pipeline until it closes.
Built from these features
Trusted by 3,000+ businesses across Asia.
The problem
Big deals, scattered trail
We sent the quote two weeks ago and nobody followed up. The salesperson who owned the account left, and the chats were on their phone.
Sound familiar?
- 01
Conversations live on personal phones
Each salesperson handles accounts from their own WhatsApp number. When they take leave or move on, the conversation history and account context go with them.
- 02
Many people, one decision
A B2B purchase involves users, managers, and finance. Without shared notes, the team cannot tell who has spoken to whom, or what was promised.
- 03
The pipeline lives in people's heads
Deal status sits in a spreadsheet nobody updates. The sales manager only learns a deal has stalled when it is already too late.
How it runs
From quote request to closed deal
One flow for the whole team, so accounts stay looked after whoever is handling them.
Trigger
A prospect asks for a quote or a demo
Over WhatsApp, a website form, or a reply to a campaign, all to the same business number.
- 1
Step 1
The chat lands in a shared inbox
The whole team logs in to the same WhatsApp Business number. Chats are assigned to the right salesperson, and with preferred agent, the same account comes back to the same person.
Handled byWhatsApp Multi-Agent - 2
Step 2
Each account keeps one complete history
Every conversation, note, and activity is stored on the contact profile in the CRM, so anyone who opens the account knows the story straight away.
Handled byCRM Application - 3
Step 3
The team coordinates without leaving the chat
With private notes and collaborators, sales can bring technical or finance colleagues into the same conversation without the client seeing it.
Handled byWhatsApp Multi-Agent - 4
Step 4
Deals move through the pipeline
Every opportunity becomes a card on a Deals board with stages that match your process, from qualification and quote to negotiation and close.
- 5
Step 5
Quotes stop hanging
Automatic follow-ups remind clients who have not replied to a quote, while sales can see which deals need a push today.
Handled byAutomated Follow-Up Outcome
A pipeline that reflects reality
Managers see where every deal stands, salespeople never lose context, and accounts stay looked after even when people change.
Sample conversation
One account, several people, one history
A prospect asks for a quote covering three branches. The AI gathers the basics, sales takes over, and the deal moves along the pipeline without anything slipping.
An illustration of the flow, not a real customer conversation. The business and the chat are made up for the example.
Arunika Logistics
Online
Morning, we need a quote for warehousing across 3 branches. Can you help?
9:12 AM
Good morning! Certainly. Could you share your rough monthly volume and the branch cities, so the quote is accurate?
Answered by Cekat.AI · 9:12 AM
Around 2,000 pallets a month. Jakarta, Surabaya, and Medan.
9:15 AM
New deal on the Deals board · Assigned to Andi
9:15 AM · system
Thank you, Mr. Budi. I'm Andi from the sales team. We'll send the quote for all three branches tomorrow before noon.
Answered by Andi · 9:20 AM
Mr. Budi, here's the quote for the three branches, including the Medan warehouse capacity our operations team checked.
Answered by Andi · 11:02 AM
Deal stage: Qualification → Quote
11:02 AM · system
Features involved
The features behind this flow
Five features that keep long deals in view.
WhatsApp Multi-Agent
The whole sales team works from one WhatsApp Business number, with assignment, private notes, collaborators, and role-based access.
See the featureCRM Application
Every conversation and activity becomes a record on the account profile automatically, with no manual entry.
See the featurePipeline Management
Boards and pipeline stages shaped to your sales process, with filters by stage, value, and source.
See the featureCustomer Journey Stages
Marks where every contact stands, from Visitor to Lead to Buyer, with a suggested next step.
See the featureAutomated Follow-Up
Reminds clients who have not replied to a quote, so deals do not go cold halfway.
See the feature
Looking at it from your team's side? Solutions for Sales teams →
Where it fits
For businesses that sell to other businesses
Especially when one deal takes several meetings and more than one person on the client side.
- SaaSDemos, trials, and license negotiations with several decision makers.
- Professional ServicesService proposals tailored to each client.
- LogisticsLong-term shipping and warehousing contract quotes.
- Outsourcing & BPOStaffing contracts with many people on the client side.
- Technology & StartupsSelling into large companies with long cycles.
- FMCGDistributors and resellers ordering in bulk.
FAQ
Questions about B2B Sales
B2B (business-to-business) sales is selling products or services from one business to another. Compared with selling to consumers, the cycle is longer, the value is larger, and the decision usually involves several people on the buyer's side.
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Bring Order to Your B2B Pipeline
Put your sales team's WhatsApp number, account history, and deal stages in one place.