A furniture showroom
Walk-ins message photos and ask for quotes.
→Each enquiry opens a deal at “quoted”, with the photos and the price already in the thread.
CRM & LeadsSales
A CRM that fills itself from your chats
Pipelines, stages, tasks and history — with leads created from WhatsApp conversations instead of typed in again afterwards.
The deal and the conversation are the same record, owned by a named person, with a due date on the next step.
- Auto-created
- from the first message
- Your stages
- not a template’s
- Per-agent
- visibility and ownership
What you need to start
- Nothing beyond the workspace — the CRM works before you connect WhatsApp
- A connected number if you want deals created from conversations automatically
The problem
“Leads live in someone’s chat history, a notebook, and a spreadsheet nobody has opened since March.”
- Nobody types the lead in afterwards, because the conversation already happened.
- The follow-up depends on whether one person remembers it.
- When a deal is lost, the reason is lost with it.
Inside the panel
This is the screen you will work in
Not a stock illustration — the real layout, the real filters, the real labels from the module itself. You will find it at Dashboard → CRM.
app · Dashboard / CRM & Leads
In
CRM & Leads
New dealNew₹1.2L
Sneha K.
₹24,000
Ad leadAK
Imran S.
₹18,000
WhatsAppAK
+ Add
Qualified₹2.8L
Priya Sharma
₹48,000
WholesaleAK
Devi Traders
₹96,000
RepeatAK
Anil M.
₹32,000
Ad leadAK
+ Add
Quoted₹1.9L
Ravi Enterprises
₹1,20,000
BulkAK
Meera J.
₹28,000
ChatbotAK
+ Add
Won₹3.4L
Rahul Mehta
₹64,000
RepeatAK
+ Add
Step by step
How it actually works
From the first day to steady state, in 6 steps. Every one of these is something the panel genuinely does — nothing here is on a roadmap.
- 01
Build the pipeline your business actually runs
10 minutesCreate a pipeline and name its stages. Most businesses need four or five — not the fourteen a generic template insists on. You can run several pipelines side by side.
- Separate pipelines for separate lines of business, each with its own stages
- Stages named after what your team says out loud — “quoted”, “sample sent”, “awaiting payment”
- Custom fields on a deal: value, source, expected close, anything you track
- 02
Decide when a lead gets created
one ruleA lead can be opened the moment an unknown number messages you, when a chatbot finishes qualifying someone, when a click-to-WhatsApp ad brings someone in, or by hand.
- From a first message, with name and number already filled in
- From a chatbot flow, carrying the answers it collected as fields
- From an ad click, with the campaign recorded as the source
- By hand, or imported in bulk from a spreadsheet with your own fields mapped
- 03
Give every lead an owner
automatic once setAssign round-robin across available agents, by territory or product, or leave it to whoever picks it up. Access is per pipeline and per agent, so a salesperson sees their own board.
- Round-robin, manual, or driven by the automation that captured the lead
- Transfer a deal and the conversation history goes with it
- Managers see everything; agents see what they own, if that is how you want it
- 04
Work the deal beside the conversation
day to dayOpen a lead and read the whole WhatsApp thread next to it. Move it through stages by dragging, update the value, add a note. No switching windows and no copying anything.
- The chat, the deal fields and the order history in one view
- Drag between stages, or move it from inside the inbox without leaving the chat
- Every stage change is recorded with who did it and when
- 05
Put a date on the next step
per dealTasks with due dates, owned by the person who has the deal. “I’ll call them Tuesday” becomes something that appears on Tuesday rather than something that was said on Friday.
- Due and overdue tasks surfaced on the agent’s own board
- Automations can create the task, so the follow-up is never dependent on memory
- Reminders into the panel and, if you use it, into Slack
- 06
Close it, and record why
at the endMark a deal won or lost, and pick a lost reason from your own list. A quarter of lost reasons is the most useful report in the CRM and it costs one click per deal.
- Won and lost value by stage, owner and source
- Lost reasons you defined, aggregated across a period
- Conversion by source, so you can tell which ads and campaigns actually paid
Every deal carries the conversation that created it, so nobody has to ask what was promised.
Setting it up
What you actually click
Six steps, in order, with the screen each one lives on. No developer and no integration project — this is all done in the panel.
- Time to set up
- about 20 minutes
- Before you start
- Nothing — the CRM works before you connect WhatsApp
- 1
Create the pipeline
CRM → New CRMName it after the line of business, not after the software. Give it an icon and colour so it is recognisable in a list.
- 2
Name your stages
CRM → Pipeline → StagesFour or five, in the words your team says out loud — “quoted”, “sample sent”, “awaiting payment”. You can reorder them later without losing deals.
- 3
Add the fields you track
CRM → Custom FieldsDeal value, expected close, source, and anything specific to you. These become filterable and reportable immediately.
- 4
Decide when a lead is created
Automations → New automationA rule with a “first message” trigger and an “open a deal” action means leads appear without anyone typing them in.
- 5
Set ownership and visibility
CRM → AccessRound-robin or manual assignment, and whether an agent sees the whole board or only their own deals.
- 6
Define your lost reasons
CRM → Settings → Lost reasonsSix or seven options. This costs one click per closed deal and produces the most useful report in the CRM.
The short version
What it does about it
01
A lead the moment they message
The first message can open a deal automatically, with the name and number already filled in.
02
The chat and the deal are one thing
Open a lead and read the whole conversation. No switching, no copying.
03
Stages you define
Build the pipeline your business actually runs, not the one a template assumed.
04
Tasks and follow-ups
Due dates on the deal, visible to whoever owns it — so “I’ll call them Tuesday” actually happens.
05
Why you lost
Record a lost reason and see the pattern across a quarter instead of guessing.
In detail
Everything it does
The whole list, grouped. If something you need is not here, ask — we would rather tell you it does not exist than let you find out in week two.
Pipelines and deals
- Multiple pipelines with stages you name
- Drag-and-drop board, or a list view with filters
- Custom fields on deals and contacts
- Deal value, expected close date and source
- Full activity history — every stage change, note and message
Where leads come from
- Automatically from a first WhatsApp message
- From a chatbot flow, with its collected answers as fields
- From a click-to-WhatsApp ad, with campaign attribution
- Bulk import from a spreadsheet with column mapping
- From the API, for your own website forms
Ownership and access
- Assign, reassign and transfer with history intact
- Round-robin auto-assignment across available agents
- Per-pipeline and per-agent visibility
- Managers see the whole board; agents can be limited to their own
Follow-up and reporting
- Tasks with due dates and owners
- Automations that create tasks and move stages
- Won and lost reporting by owner, stage and source
- Lost reasons from your own list
In practice
Three businesses, three ways
A coaching institute
Admission enquiries peak for six weeks a year.
→The chatbot qualifies course and city, opens the deal, and assigns by counsellor.
A B2B supplier
Long cycles where the follow-up is the whole job.
→Tasks with due dates on every open deal, and lost reasons reviewed each quarter.
Before you commit
The specifics
Limits and facts
- Pipelines
- Per plan; several can run at once
- Open deals
- Metered per plan, counted live
- Import
- CSV and Excel with your own column mapping
- Export
- Yours at any time
What you need first
- Nothing beyond the workspace — the CRM works before you connect WhatsApp
- A connected number if you want deals created from conversations automatically
What is metered
- PipelinesUnlimited
- Open dealsUnlimited
Pricing
Two ways to get it
Take this module on its own, or as part of a plan that includes it. Either way the price is the software only — WhatsApp conversations are billed to you by Meta at their rates.
Or as part of a plan
Plans that include it
Starter10 modules included₹499per monthGrowth19 modules included₹1,499per monthBusiness21 modules included₹3,999per month
A bundle is usually cheaper than three modules bought separately — and add-ons only ever add, so nothing you already have is affected.
Questions
Can agents only see their own leads?
Yes. Access is per CRM and per agent, so a salesperson sees their pipeline and not the whole company’s.
Can I import my existing leads?
Yes, from a spreadsheet, with your own fields mapped across. Duplicates are matched on phone number rather than blindly added.
Can I run more than one pipeline?
Yes. Separate lines of business usually want separate stages, and each pipeline can have its own agents.
Does it work without WhatsApp?
It does — but the point of it is that leads arrive already filled in from conversations, so most people connect a number first.
Can I get leads from my website into it?
Yes, through the developer API or an automation, and the contact is matched to an existing one if the number already exists.
Works well with
The modules people add next
Team Inbox
Stop passing a phone around. Every conversation in one place, assigned to a person, with private notes, tags and a clock on how long someone has been waiting.
From ₹299/moAutomations
One rule can tag a chat, open a CRM deal, assign an agent and alert your team. It runs whether or not anyone is watching.
From ₹299/moMeta & Instagram Ads
Build click-to-WhatsApp campaigns here, target from your own customer list, and see what each one actually cost per lead.
From ₹599/moTry it before you pay anything
Connect a number, import your contacts, and see whether it fits how you work.