For teams

Turn WhatsApp conversations into qualified leads and won deals.

Capture leads from WhatsApp, web forms, click-to-chat links, your apps and imports. Score and qualify them, route them to the right owner within your response target, and track deals through your pipeline until they are won or lost.

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The CRM deal pipeline with stages from New to Won and Lost, deal values and owners. — CRMDashboard screenshot · sample business

CRM

What you get

Capture from WhatsApp: Every new conversation, only messages with keywords like “price” or “demo”, or let the AI decide which conversations are sales enquiries.
Click-to-chat links and QR codes: Short links for ads, bios and flyers open WhatsApp with your text; the first message becomes a lead attributed to the link and its UTM tags.
Embeddable web forms: A hosted page and an embed snippet, with optional consent capture, bot filtering, Cloudflare Turnstile and a “Continue on WhatsApp” step.
Scoring and qualification: Rules on fields, source, UTM, tags, engagement and AI signals add points; MQL and SQL thresholds qualify leads automatically.
AI qualification: The AI fills lead fields from conversations, notes intent, urgency and sentiment, and can ask for one missing detail at a time.
Routing and speed to lead: Assignment rules by person or team, a first-response target, and a late flag plus notification when a lead misses it.
Pipelines and deals: Drag deals across stages with win probabilities, values and expected close dates. Companies group contacts, leads and deals.
Reports and forecast: Funnel from lead to won, sources, speed to lead, pipeline value, weighted forecast, win rate and a team leaderboard.
Webhooks and API: Create leads from your apps and receive lead.qualified, lead.sla_breached, deal.won and more in your systems.

How it works

01CaptureFrom WhatsApp, links, forms, the API and CSV imports — the same person always updates one lead.
02QualifyCustom fields, scoring rules and AI fill in what you need to know.
03Route and respondThe right owner is assigned and reminded before the response target passes.
04WinConvert qualified leads to deals and work them through your pipeline.