The chat is the deal.
Drag a conversation through your stages and it stays a conversation — same thread, same history, same person. Nobody retypes a WhatsApp chat into a CRM at the end of the day.
Your stages, your words
Name the columns after how you actually sell. Add one, reorder them, run a different board for a different product line.
Open the deal, read the chat
The whole thread is inside the card. No tab-switching to work out what was promised, or when, or by whom.
Value and owner on the card
What it is worth and who is chasing it, visible on the board rather than buried a click deep.
A stage change is something you can act on.
Moving a card is not just bookkeeping. It is an event, and an automation can answer it — so the follow-up that everyone means to send actually goes out.
- Moved to Quoted → send the quote template and set a reminder
- Sat in one stage too long → nudge the owner, or the customer
- Marked Won → tag the contact, add them to the repeat-buyer segment
- Every change is logged against the contact, with who moved it
A deal moves to “Quoted”
ThenSend template · quote_followup
Wait 2 days
Notify the owner if no reply
Enough CRM to run on, and no more.
The record under the board — the fields you need, without a six-week implementation.
Custom fields
Whatever your business needs on a contact: order size, referral source, renewal date. Filterable, and usable in a template.
Tags that mean something
Applied by hand or by an automation, and the same tags your segments filter on. One vocabulary across the product.
Assignment and ownership
A deal has an owner, and so does the conversation behind it. Workload is visible rather than assumed.
Nothing is retyped
A new WhatsApp enquiry can create the contact and the deal on its own. The data enters once, at the point it arrives.
Your customers are already typing. Go say hi.
Set up in an afternoon, free for 14 days, no card required. Worst case you learn what your customers have been asking all along.
Join 2,000+ teams already on WhatsApp