Sales Pipeline

Every deal depends on somebody remembering

The quote went out on WhatsApp. Whether it was followed up depends on whether the person who sent it remembered — and when they are on leave, the deal quietly dies.

Start free See pricing

What it does

Kanban board

Drag deals across stages you define.

Created from a conversation

Turn a chat into a deal without retyping who the customer is.

Value, priority and owner

Each deal carries an amount, a priority and the agent responsible.

Payment status

Pending, partial, paid or overdue, with the amount collected.

Follow-up reminders

An email to the assigned agent when a deal passes its follow-up date.

Industry templates

Pre-built stage sets, so you are not designing a pipeline from a blank board.

How it works

1
Pick a stage template or define your own.
2
Create deals from conversations as they qualify.
3
Drag across stages as they progress.
4
Set a follow-up date so a quiet deal surfaces itself.

Questions

Does it link to the WhatsApp conversation?

Yes. A deal is attached to the contact, so the conversation history sits alongside it.

Can I track money in another currency?

Yes — 100 currencies, set per account and overridable per deal. Invoices are a narrower list of nine.