3x
More efficiency in prospecting and qualification
Omnichannel for SDR automates repetitive processes to qualify leads for salespeople without manual effort.
Omnichannel for SDR: four sources, one lead, one real cost per opportunity
If the lead counts as three, the cost per lead seems lower than it is, and campaign attribution lies. Unifying contacts restores honesty to the report.
Our Clients Companies that trust the operation
+180k
Messages and media exchanged every day
+1,200
Companies that trust our solutions
+40k
Automations built on our platform
O que é Omnichannel para SDR
The Omnichannel for SDR from Nexloo unifies all communication channels into a single service platform, specifically focused on prospecting and qualification. Automate SDR processes that consume hours of your team’s time and transform low connection rates with decision-makers into an efficient and scalable operation.
Prospecting and qualification processes require consistency, speed, and continuous follow-up. The Nexloo platform delivers intelligent automation that allows leads to be qualified for salespeople without increasing headcount or sacrificing service quality.
Results
Benefícios do Omnichannel para SDR
What changes in pre-sales when the same lead is no longer counted three times.
70%
Reduction of operational tasks
Eliminate manual activities related to prospecting and qualification and free your team for strategic tasks.
24/7
Continuous SDR operation
Prospecting and qualification processes operate uninterrupted, capturing opportunities outside of business hours.
50%
Fewer operational errors
Intelligent automation reduces human errors in prospecting and qualification processes and standardizes operations.
Features
Funcionalidades do Omnichannel para SDR
Recursos projetados para transformar o atendimento no segmento de sdr.
Unified multichannel inbox
WhatsApp, Instagram, Messenger, Telegram, and website chat in a single organized inbox.
Context preserved across channels
If a customer starts on Instagram and continues on WhatsApp, the agent sees the entire unified history.
Intelligent routing by channel
Distribute conversations from each channel to specialized teams with configurable rules.
Consolidated reports by channel
Compare performance across channels with metrics on volume, response time, and satisfaction.
Unified inbox
All messages from WhatsApp, Instagram, Facebook, Telegram, and website chat in a single interface.
Seamless switching between channels
Continue a conversation on any channel without losing context, history, or previously collected customer data.
Unique contact across all channels
WhatsApp, direct message, email, and chat from the same client become a single record. The agent sees the whole person, not just the part that came through that channel.
Unified inbox with channel filter.
Everything in one queue, with the option to check only WhatsApp when the volume gets high. Unification is the standard; separation is a choice, not a limitation.
Response on the channel where the person wrote
Those who emailed receive an email; those who contacted via direct receive a direct message. The agent types in one place, and the platform delivers to the right channel.
Merging duplicate contacts
When the same customer appears twice through different channels, the two records merge into one — with both histories preserved on the same timeline.
Distribution rules by channel
Email can go to finance and direct to sales, or everything to the same queue. The rule is yours, and it applies without anyone manually sorting.
Internal notes that the client does not see
The team communicates within the support system, tagging colleagues, without opening a second tool and without the risk of the observation being seen by the customer.
Subscription and tone by channel
Email requires formality and a signature; direct messages require short phrases. The same agent writes in the correct record for each one, with separate templates.
History survives the change of attendant
When the conversation changes hands or channels, the entire history goes along — and the customer doesn't have to start explaining from scratch.
Indicators by channel and by agent
First response time, volume, and satisfaction separated by channel. This is how you discover that email has a two-day queue while WhatsApp responds in minutes.
Comece a usar Omnichannel para SDR
Peça um diagnóstico gratuito e descubra como o Omnichannel pode transformar seu atendimento.
Segments
Para quem é o Omnichannel para SDR
Prospecting operations that benefit the most from omnichannel support.
Companies with high SDR demand
SMEs with 50+ interactions/day
Low connection rates with decision-makers lead to productivity loss and results below expectations.
Teams that need to scale prospecting and qualification
Teams of 5-30 employees
Manual prospecting and qualification processes do not scale as the business grows.
Operations that require prospecting and qualification 24/7
Companies with out-of-hours support
Customers expect immediate responses, but the team only works during business hours.
Operations with audience across multiple networks
Starting from 3 users
They receive the same customer through three different channels and treat each channel as if it were a new person.
Support with teams separated by channel
Starting from 3 users
You have one person on email, another on WhatsApp, and another on social media — and none of them see what the others have replied.
Multichannel retail and e-commerce
Starting from 3 users
Responds to the same request across different channels and ends up giving conflicting information.
Long-term relationship services
Starting from 3 users
They follow the same client for years and need to find what was agreed upon six months ago, in any channel.
Operations with support and billing
Starting from 3 users
They talk to the same person for different reasons and need a unique history to avoid contradictions.
Education and community institutions
Starting from 3 users
They communicate with families and students through various means and lose messages along the way.
Operations with distributed team
Starting from 3 users
They need anyone, from any unit, to see the same conversation and the same history.
Technical support with multiple entries
Starting from 3 users
They receive the same request via email and chat and end up treating them as two distinct problems.
Deals with consultative selling
Starting from 3 users
Leads negotiations that go through multiple channels and cannot lose the thread between one contact and another.
What sets us apart
Por que escolher Nexloo para SDR
What's included in the plan for multichannel pre-sales.
All channels on one screen
Eliminate the need to switch between WhatsApp Web, Instagram, email, and other apps.
Consistent cross-channel experience
Customers receive the same level of service regardless of the channel chosen for contact.
Scale without multiplying tools
Add new service channels without hiring new platforms or training separate teams.
360° view of the customer
Complete history of interactions across all channels, unified profile, and recorded preferences.
Ecosystem
Integrations that simply work.
Connect Nexloo to the tools you already run on, without friction — more than 5,000 apps available to extend your support hub and automate the work around it
Where the conversation flows to
- Parceiro OficialMeta
- Zapier
- HubSpot
- Salesforce
- RD Station
- Pipedrive
- API REST
Where the lead comes from, and where the team works after
- Mais pedidaMeta Ads
- Google Ads
- Meta Lead Forms
- Google Sheets
- Google Calendar
- Shopify
- Slack
What's changing
Three SDRs approached the same person.
In high-volume pre-sales, duplication is not a detail: it wastes outreach, irritates the lead, and distorts the cost per opportunity that guides media investment.
In practice
How four sources connect turned into a lead
The unification here translates to direct money: less wasted outreach and a cost per opportunity that reflects reality.
Every source goes to the same queue
Form, click-to-WhatsApp, chat, and direct come in with the campaign tagged.
Duplicates are detected.
Matching phone and email consolidate records before someone approaches twice.
The approach has an owner
The unified lead is assigned to an SDR, and others see that it is already being worked on.
The assignment remains honest
The media report starts counting people, not forms — and the cost per opportunity is real.
FAQ
Before unifying your origins.
The most common questions about merging duplicates, campaign assignment, and routing.
How does Omnichannel for SDR work in practice?
The Omnichannel for SDR from Nexloo unifies all communication channels into a single service platform, specifically optimized for prospecting and qualification processes. When activated, the system automates prospecting and qualification tasks that previously consumed hours of the team’s time. Leads and interactions are processed automatically following configurable rules, while the team only receives cases that truly require human attention. Real-time reports allow tracking of prospecting and qualification metrics and identifying continuous improvement points.
Does Omnichannel for SDR offer a free trial period?
Yes, Nexloo offers a 7-day full trial of the Omnichannel for SDR so teams can validate the automation of prospecting and qualification in the real scenario of the company. During this period, it is possible to activate SDR flows, measure impact on productivity, and assess whether the solution meets your needs for qualifying leads for salespeople. We do not require a credit card or contract for the trial. After evaluation, we have plans that grow with the operation, charging proportionally to the actual use of the platform in prospecting and qualification processes.
Does Omnichannel for SDR integrate with other company tools?
Absolutely. The Omnichannel for SDR is designed to connect with diverse business ecosystems that support prospecting and qualification processes. Native integrations via Zapier cover hundreds of popular applications. For internal systems, webhooks enable bidirectional communication with ERPs, SDR platforms, and proprietary databases. The documented RESTful API enables complex automations between the Omnichannel for SDR and any system that supports HTTP, expanding possibilities for qualifying leads for salespeople in an integrated manner. All configurations come with technical support included in the plan.
How long does it take to set up Omnichannel for SDR?
The initial setup of Omnichannel for SDR takes between 10 and 30 minutes for basic activation of prospecting and qualification flows. Connecting channels, defining distribution rules, and customizing SDR messages are steps guided by the setup assistant. For advanced prospecting and qualification automations with conditional rules and external integrations, the complete process can take from 1 to 5 days depending on operational complexity. Ready-made templates for prospecting and qualification processes are available and can be activated with one click to speed up implementation.
Does Omnichannel for SDR ensure data security in prospecting and qualification processes?
Completely. Security is a priority in Omnichannel for SDR, especially in prospecting and qualification flows that handle sensitive information. The platform operates in compliance with LGPD, using encryption for all data traffic. Configurable permissions control who accesses each type of information in SDR processes. Native consent mechanisms, opt-out, and the right to be forgotten simplify regulatory compliance. Audit logs record every action for complete traceability in your company's prospecting and qualification operations.
Why choose Omnichannel for SDR instead of managing channels separately?
Managing prospecting and qualification in separate channels leads to loss of context and rework. Omnichannel for SDR centralizes SDR interactions from all channels into a single interface, with unified history per customer, specific automations for prospecting and qualification applied across the board, and dashboards that consolidate KPIs for qualifying leads for salespeople regardless of the channel of origin.
How soon will I see results using Omnichannel for SDR?
The first results from Omnichannel for SDR in prospecting and qualification processes are noticed within the first 24 to 48 hours of operation. The immediate reduction of manual tasks and the increase in the speed of prospecting and qualification are the quickest gains. Results in indicators such as conversion, satisfaction, and productivity consolidate between the second and fourth week of use, when automations are optimized and the team has already internalized the new processes. Companies with a higher volume of interactions tend to perceive the return more quickly.
Last step
Where is your cost per lead lies to you
A short conversation to gauge how many of your paid leads are the same person entering through different doors.
- No credit card
- Set up in 5 minutes
- Cancel whenever you like
Request your free assessment
No commitment. One conversation to map where your operation is losing sales.
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