Most sales conversations on WhatsApp still happen on someone's personal phone - invisible to the rest of the team, with no record of what was promised or where a deal stands.
Shared by the whole team
New Lead → Won
Training time needed
When leads come in over WhatsApp, they usually land on one rep's phone. If that rep is busy, on leave, or leaves the company, the conversation - and everything a prospect was told - goes with them. There's no shared view of who's talking to whom, what stage a deal is at, or what it's actually worth.
It gets worse at scale. A manager trying to forecast the quarter has to ask each rep individually what's in their phone, and a prospect who messages back after a rep has moved on gets silence, because nobody else on the team even knew the conversation existed.
Every conversation on your connected number is visible to your whole team, not locked to whoever's phone it landed on.
Convert any conversation into a lead in one click and move it through New Lead, Contacted, Qualified, Negotiation, and Won.
New conversations can be assigned automatically - round robin, or to whoever's actually online - so leads don't sit unanswered.
Attach a value to any deal and see your open pipeline's total value on the inbox itself, not in a separate spreadsheet.
Shared team inbox with per-message attribution, so you always know which teammate said what
Pipeline stages from New Lead through Won, with deal value tracked at every stage
Smart lead routing - round robin or first-available - configurable per organization
Manual claim and release, for when a rep wants to pick up a specific conversation themselves
Tasks & follow-ups tied to a specific conversation, so a promising lead never goes quiet
Push notifications the moment a new message comes in
Conversation analytics on Medium and Large plans, showing exactly who's carrying what
Full message history synced the moment a number connects - nothing missing on day one
01
New conversations that came in over the weekend are already routed to whoever was online - nobody has to hunt through a personal phone to catch up.
02
A rep sets a follow-up task tied to the conversation for Thursday, so a promising lead with a pending question never falls through the cracks.
03
Their open conversations are visible to the rest of the team immediately - reassigning coverage takes a click, not a scramble to find their phone.
04
A manager opens Analytics to see total pipeline value, who's carrying what, and how many conversations actually closed this quarter - without asking anyone.
A prospect messages your sales number asking about pricing. It's automatically assigned to whichever rep is online, who converts it to a lead and sets the stage to Qualified once budget is confirmed. A follow-up task is set for Thursday. When the deal closes, it's marked Won with its value attached - and shows up in the team's open pipeline total the whole time it was in progress.
No. Inbox connects the same way linking WhatsApp Web does, so there's no lengthy Business API approval process, and no 24-hour reply-window restriction to work around.
Yes - that's the core of it. Every message shows which teammate sent it, so nothing gets confusing even with several people replying from one shared line.
Nothing is lost. Conversations and their pipeline stage stay exactly as they were - reassigning them to another rep takes one click.
