Visualise every open deal across your custom pipeline stages. Drag to move, click to open.
Set expected revenue and expected close date per deal. Your forecast updates in real time.
Assign each deal to the agent or team responsible. Accountability at every stage.
Every deal is linked to a WhatsApp conversation thread. Full context, always one click away.
Automatic log of every stage change, note, and file attached to the deal.
Win rate, average deal size, time in stage, and conversion rate — tracked automatically.
Open any WhatsApp conversation and create a deal in two clicks. Contact details, tags, and history carry over automatically.
Define your own stages — e.g. New Lead, Qualified, Proposal Sent, Negotiation, Won. Drag deals between stages as they progress.
Add internal notes, set deal values, and pick an expected close date. Use these to prioritise your daily follow-ups.
Open the pipeline analytics view to see total open value, win rate, and which stage is becoming a bottleneck for your team.