Every conversation becomes a lead you can work
A visual pipeline built for chat-driven businesses — leads created automatically from conversations, forms and campaigns, with the message that started it attached.
Most CRMs assume the relationship happens in email and calls, with chat bolted on. For businesses that sell in conversation, that is backwards — the conversation is the record, and a lead without it is a name with no context.
Here the two are the same thing. A lead carries the thread that created it, so whoever picks it up can see exactly what the customer asked for.
The parts that matter
Leads created automatically
From a flow, a form submission, a campaign reply or an Instagram DM.
Drag-and-drop stages
Move a card and the lead's status follows; won and lost stages update it for you.
The conversation is attached
Full message history and the content that created the lead, on the record.
Assignment that stays in step
Assign a lead or a conversation and the other follows.
Auto-assign by stage
A lead entering a stage can be routed to the right person automatically.
Value and priority
Deal amounts roll up per column so you can see where the pipeline actually is.
Built for teams who sell by messaging
The Activity tab records what actually happened — the form answers, the keyword that triggered the flow, the campaign they replied to. That is the difference between "enquiry from Instagram" and knowing they asked about a four-person apartment in April.
- Source is recorded — which campaign, ad or flow produced this
- Answers are kept — every field they submitted
- Tags shared with contacts — one vocabulary across the platform
Multiple pipelines
Sales and support do not share a shape. Run separate pipelines with their own stages, and give each team the board that matches how they actually work.
- Own stages per pipeline — including which count as won or lost
- Agents see their own leads — unless you grant wider visibility
- Filter and search — by agent, tag or text
Straight answers
Do leads have to be created by hand?
No. Flows, forms and campaigns can all create them automatically, which is the point — a lead created by hand is one somebody remembered to create.
Can I run more than one pipeline?
Yes, each with its own stages.
Does assigning a lead assign the chat?
Yes, in both directions, so the inbox and the board never disagree about who owns a customer.
Can I see what the customer actually said?
Yes — the full conversation and the content that created the lead are both on the record.
Works with
Shared Team Inbox
Every WhatsApp and Instagram conversation in one place, assigned to a person, with internal notes, full history and automation that knows when to get out of the way.
ExploreCampaigns & Broadcasts
Personalised WhatsApp campaigns to people who opted in, with scheduling, recurrence, follow-up flows and reporting that shows what actually happened — not just what was sent.
ExploreFlow Builder & Chatbots
A visual builder with twenty-six blocks — messages, buttons, conditions, delays, AI answers, CRM actions and calls to your own systems. Drag them together and the conversation runs without anyone watching it.
ExploreSee it working on your own numbers
We will connect your WhatsApp number, load your documents and show you real answers to your real questions — before you commit to anything.
No card required for the walkthrough.