The chat is the deal.
Drag a conversation through your stages and it stays a conversation — same thread, same history, same person. Nobody retypes a WhatsApp chat into a CRM at the end of the day.
A stage change is something you can act on.
Moving a card is not just bookkeeping. It is an event, and an automation can answer it — so the follow-up that everyone means to send actually goes out.
- Moved to Quoted → send the quote template and set a reminder
- Sat in one stage too long → nudge the owner, or the customer
- Marked Won → tag the contact, add them to the repeat-buyer segment
- Every change is logged against the contact, with who moved it
A deal moves to “Quoted”
ThenSend template · quote_followup
Wait 2 days
Notify the owner if no reply
Enough CRM to run on, and no more.
The record under the board — the fields you need, without a six-week implementation.
Custom fields
Whatever your business needs on a contact: order size, referral source, renewal date. Filterable, and usable in a template.
Tags that mean something
Applied by hand or by an automation, and the same tags your segments filter on. One vocabulary across the product.
Assignment and ownership
A deal has an owner, and so does the conversation behind it. Workload is visible rather than assumed.
Nothing is retyped
A new WhatsApp enquiry can create the contact and the deal on its own. The data enters once, at the point it arrives.
Keep reading
- Setting up pipelines and dealsStages, deal values and moving deals along, the step-by-step guide.Read
- Where deals start: the shared inboxEvery deal links back to the WhatsApp conversation it came from.Read
- WhatsApp automation: the complete 2026 guideFollow-ups and reminders that keep deals moving without anyone chasing them.Read
Your customers are already typing. Go say hi.
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