Cold Chain / Truck Shops
Turn every transport and truck body lead into a card with an owner
Phak AI gathers leads for refrigerated truck body builders, carriers, and repair shops from LINE, web forms, and the sales assistant into cards on one board. Every card has an owner, the truck and spec details the customer shared, and a follow-up reminder. Sales managers see which lead is waiting on whom, without asking each person.
- Company LINE OA chats
- Web forms
- AI sales assistant
- Calls logged by sales
- Lead cards with an ownerTruck type, temperature, goods, and contact details in one card
- Follow-up remindersThe card owner is reminded when a callback is due
- A view for sales managersSee which lead is waiting on whom, and at what stage
Why transport and truck body leads slip away
Leads sit on personal phones
Each salesperson has their own number and LINE. When that person is away or leaves, the leads go too.
Personal email and page comments
Questions sent to personal email or left under posts have no official owner.
No one knows who followed up
Managers ask each person where a customer stands and who is handling it.
No reminder when customers are due to replace trucks
Repeat sales from existing customers slip, because no one tracks how long they have used their trucks.
How lead cards work
Start with the channels your team already uses. No need to replace your whole sales setup. Grow into Sales Workspace when you are ready.
Agree on what to capture
Decide together what every lead needs, such as truck type, temperature, goods, box length, and contact details.
Leads arrive as cards
Questions from the sales assistant on LINE and the web or from forms are saved as cards on the board. Calls that sales takes can go on the same board.
Assign an owner and a follow-up date
Every card has one person responsible and a date to get back to the customer.
Get reminded when it is due
The owner is reminded. Managers see overdue cards and can reassign them.
What the sales team can check and ask
What we measure for lead management
Measures agreed from the day you go live, tracked with your own numbers.
- Share of leads with complete details
- Share of leads followed up in full
- Time to first response
- Number of cards past their follow-up date
Clear scope
What Phak AI does
- Phak AI turns leads from LINE, forms, and the sales assistant into cards
- Phak AI assigns an owner and a follow-up reminder to every card
- Phak AI gives managers one board for the whole team's leads
What it does not do
- It is not an ERP or accounting system
- It does not call customers or close deals for sales
- It is not a financing or installment system
Frequently asked questions
Do we have to move our whole customer list in first?
No. Start with new leads from the day you go live. Your existing customer list in Excel can be added later so the team can ask questions about it.
Can it work with the CRM we already have?
Yes. Phak AI connects to your CRM or sales system through the MCP standard, or the Phak AI board can serve as your lead hub on its own.
Do page comments become cards automatically?
Leads from LINE and forms become cards automatically. The team can add questions from page comments or other channels by hand. To bring many chat channels into one inbox, talk to the Phak AI team.
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Read more →Talk to the Phak AI team
Tell us about your business. The Phak AI team will show you the systems that fit and plan the rollout with you, without replacing what you have.