CRM & Pipelines

A CRM built around your conversations

Manage leads and deals in visual pipelines that live right next to the chat. Every message, order and payment is attached to the contact — so your team always has the full picture.

Visual pipelines and stages

  • Build multiple pipelines with the stages your sales process actually uses
  • Drag deals between stages as they progress
  • Route leads per WhatsApp number or team automatically

Never lose track of a lead

  • See a weighted forecast and spot deals that are going cold
  • Tag, segment and score contacts by engagement and value
  • Trigger automations when a deal changes stage

One record, every interaction

  • Chat history, orders, invoices and payments on every contact
  • Custom fields to capture whatever your business needs
  • Shared across your team, updated in real time
Explore the CRM

FAQ

Questions people ask about tracking leads on WhatsApp

The way business owners ask them, answered in plain words.

  • Every enquiry sits as a card on a board with your own stages, for example New, Quotation sent, Follow-up and Won. You move the card as the deal moves, and the chat, orders, bills and payments of that customer are on the same screen.