Sales & commerceSales pipeline & CRM

Every promising hello.
A clear next step.

Turn conversations into opportunities, manage follow-up tasks, and see the next step for every deal.

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Keep every opportunity moving

START HERECreate a deal from a customer conversation01

MAKE THE CONNECTIONMove it through your pipeline stages02

KEEP IT MOVINGFollow up with tasks, reminders, and stage automation03

A pipeline your team can actually work from.

An example journey with sales pipeline & crm

MAKE IT PART OF YOUR DAY

A real task.
A clear way forward.

An inbox enquiry becomes a sales opportunity. Give it an owner, a stage, and a follow-up task.

01SET THE STARTING POINT

Create a deal from a customer conversation

02CONNECT THE NEXT STEP

Move it through your pipeline stages

03FOLLOW THROUGH

Follow up with tasks, reminders, and stage automation

A pipeline your team can actually work from.

THE DETAILS THAT MAKE IT WORK

Small capabilities.
More possibilities.

09capabilities to explore

Deal Kanban

Drag opportunities across customizable pipeline stages.

Deal details

Track deal value, contact, activity timeline, notes, and tasks.

Create from Inbox

Create deals directly from customer conversations.

Order-to-deal

Automatically create deals from store orders when enabled.

Flow integration

Create or update deals from automation flows.

Stage automation

Trigger WhatsApp flows when a deal changes stage.

Keep exploring: 3 more capabilities

Tasks

Add follow-up tasks to individual deals.

Overdue reminders

Automatically remind deal owners about overdue tasks.

Reports

Pipeline value, win rate, weighted forecast, and agent leaderboard.

A FEW USEFUL ANSWERS

Before your
next step.

Ask us anything

Can pipeline changes trigger automation?

Yes. A change in deal stage can trigger a WhatsApp flow. Flows can also create or update deals, and store orders can create deals automatically when enabled.

How does sales pipeline & crm fit into my workspace?

Turn conversations into opportunities, manage follow-up tasks, and see the next step for every deal. Feature access depends on your selected plan and connected services. Check the pricing page or talk to our team about your setup.

YOUR NEXT POSSIBILITY

Put sales pipeline & crm
to work for your team.

Start a workspace, bring your team, and make the next connection.

Find your flow Find your plan

Every promising hello.A clear next step.

A real task.A clear way forward.