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.
NI
Northstar Interiors Business account
TODAY
Message
PDF Kitchen-quote-NI-3108.pdf3 pages · PDF · 640 KB
9:41 AM 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
Lead trackingPrioritised by score and recency AllTopNew today
WF Wyatt FernandesAsked for a rooftop quote 85%
SK Sophia KaurComparing EMI plans 75%
RS Ryder ShahNeeds a site survey 70%
ZP Zane PillaiWill check with family 50%
ER Emily RoyJust browsing 12%
SP
SunPeak Solar Business account
TODAY
Message
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