Leads & pipeline

WhatsApp CRM and sales pipeline

Turn conversations into a sales pipeline. Every chat can become a lead. Drag deals across your own stages, attach a value and an owner, and see what is actually closing.

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Stages you define

Name your own pipeline stages and drag cards between them.

Deal value and owner

Track what each lead is worth and who is responsible for it.

Follow-up reminders

Set a task against a lead so nothing sits untouched.

Leads & pipeline

From first message to closed won

Leads can be created by hand, imported from CSV, or raised automatically the first time somebody messages you.

✓Auto-create a lead on first inbound message
✓Create leads from a chatbot flow
✓Chat to a lead without leaving the board
✓Won / lost reasons and close dates
✓Win rate and value-by-stage analytics

Pipeline

A sales pipeline made for WhatsApp

Most WhatsApp sales conversations end up in a spreadsheet by hand. Here the lead is the conversation: a card on a board with stages you name yourself, such as New, Quotation, Negotiation and Won. Each lead can carry a deal value, an owner and an expected close date, and you can open the chat from the card without leaving the board.

When a deal is closed you record it as won or lost with the reason, so later you can see why you win and lose.

Leads that create themselves

Add a lead by hand, import a spreadsheet, let a chatbot flow add one when a customer asks for a quote, or switch on automatic leads so anyone who messages you for the first time appears on the board. Contacts carry tags and custom attributes of your own, and you can save an audience built from them to send a campaign to later.

Each contact also records whether they have agreed to receive your messages, and campaigns skip anyone who has opted out.

Follow-ups and numbers you can act on

Set a follow-up task against a lead with a due date, and an overdue task is marked so it does not sit forgotten. Notes and the whole conversation sit on one timeline.

Pipeline analytics show your open value, your win rate, the value in each stage, where leads come from, and how many are new this week and this month.

Questions

Questions people ask before they start.

What is a WhatsApp CRM?

It is a customer and sales record built around WhatsApp conversations: the chat, the contact's details, and where the deal stands, in one place, so nothing lives only in someone's phone.

Is the CRM included, or an extra cost?

The contacts, tags and sales pipeline with follow-up tasks are included in the plan from Nova upward (accounts that already had them on Comet or Orbit keep them). There is no separate CRM charge. See the pricing page.

Can I import my existing customers?

Yes. Import contacts from a CSV spreadsheet, with their tags and attributes, and export them again whenever you like. CSV import and export are on every plan, Spark included.

Can leads be created automatically?

Yes. The account owner or an admin can switch on automatic leads for anyone who messages for the first time, and a chatbot flow can add a lead as one of its steps.

Does it replace Zoho, HubSpot or another CRM?

For a business whose customers talk on WhatsApp it can be the whole sales record. If you also use another system, the REST API and webhooks on the developer page let your own software exchange data with VartaAPI.

Can my team share the pipeline?

Yes. A lead can be given an owner, and the account owner and admins work the board together.

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