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WhatsApp CRM & Lead Tracking

Every conversation can become a lead, and every lead has a next step.

See it in the Leads & CRM panel

A pipeline board that follows each lead from first message to won.

/app/leads
Leads and CRM board with pipeline stages New, Qualified, Proposal and Won, showing lead cards with value and temperature
  1. 1
    Search and filter

    Find leads by title, name or mobile, and filter by temperature or open and closed.

  2. 2
    Pipeline stages

    Each column shows how many leads it holds and their total value.

  3. 3
    Value and temperature

    See deal value and whether a lead is hot, warm or cold.

  4. 4
    Move between stages

    Change a lead's stage in one step as the conversation progresses.

  5. 5
    Add a lead

    Create a lead from any contact and pick its pipeline.

  • Custom pipelines and stages with drag-and-drop style movement
  • Lead temperature (hot, warm, cold), value and source campaign
  • Follow-up tasks with due dates and overdue reminders
  • Contacts, tags and custom fields kept in one place

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