Leads & 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.
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 · 2,418 people
| Name | Tag | Stage | Last message |
|---|---|---|---|
| Asha Verma | Business | Won | 2 min ago |
| Kiran Traders | Wholesale | Proposal | 1 hr ago |
| Harpreet Singh | Starter | Qualified | 26 min ago |
| Meera Kapoor | Business | Won | 2 hr ago |
Ready to try it on your own number?
Free plan available · No credit card required