Features / Pipelines

A conversation isn't a deal until it's somewhere you can actually track it.

WhatsApp is great at holding a conversation and terrible at telling you where that conversation stands. A pipeline is the difference between “I think we're close with them” and knowing exactly which stage every open deal is sitting in, right now.

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1 click

To turn any conversation into a tracked lead

Up to 3

Pipelines on Medium, unlimited on Large

$ tracked

Deal value attached at every stage

WHY THIS EXISTS

Deals live in someone's memory, not in a system

Ask a rep how many deals they're actively working and you'll get a rough number, from memory, probably wrong. Ask what's stuck in negotiation and you'll wait while they scroll back through chats trying to remember.

It gets worse at the team level - a manager has no real way to see total pipeline value, which deals are stalling, or which rep needs help, without asking everyone individually and hoping the answers add up.

Stages that match how you actually sell

Convert a chat in one click

Turn any WhatsApp conversation into a lead without leaving the thread - no re-typing what was already said.

Custom stages, not a fixed list

Set up stages that match your process - New Lead through Won is the default, but you can rename or reorder them.

Deal value rolls up automatically

Attach a product or a manual value to a lead, and your whole pipeline's total updates as deals move.

More than one pipeline when you need it

Run separate pipelines for different products, teams, or regions once you're past the smallest plan.

HOW IT WORKS

From trigger to result

A conversation starts

A customer messages your WhatsApp number, landing in the shared inbox like any other chat.

Convert to a lead

One click turns it into a tracked lead in New Lead, with the conversation history already attached.

Move it as it progresses

Drag the lead through Qualified, Negotiation, and beyond, updating its value as terms firm up.

Close it out

Mark it Won or Lost - either way, it's now part of your team's real, queryable sales history.

What's included

One-click conversation-to-lead conversion, no data re-entry

Custom, reorderable pipeline stages per pipeline

Deal value tracked per lead, rolling up to a team-wide pipeline total

Plan-based pipeline limits: 1 on Small, up to 3 on Medium, unlimited on Large

Full conversation history stays attached to the lead as it moves

Filter and segment leads by pipeline stage for reporting or targeted follow-up

Where it fits in your plan

Every plan gets this feature - the limit just scales with your team, from a Small org just getting started to a Large org running it at full volume.

A buyer messages about a listing on a Saturday. The conversation is converted to a lead in one click, right from the thread. Over the next two weeks it moves from New Lead to Qualified to Negotiation, its value updated each time terms shift, until it closes as Won - the whole history, from first message to signed deal, sitting in one place anyone on the team can see.

Questions about Pipelines

Can I customize the stages?

Yes - the default is New Lead through Won, but you can rename, reorder, or add stages to match your own sales process.

What happens to the conversation history when a lead moves stages?

It stays attached the whole way - moving stages never resets or hides the underlying WhatsApp conversation.

How many pipelines can we run?

1 on Small, up to 3 on Medium, and unlimited on Large - useful for separating pipelines by product line, team, or region.

Try it with your own team

Connect a WhatsApp number and see pipelines working in minutes.

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