Skip to content

Lead CRM

Turn a button tap into a lead someone follows up.

When a customer taps "I'm interested" on your broadcast, they can land on your pipeline as a lead, tagged and assigned, with the broadcast recorded as the source.

What you can do

Lead CRM, in detail.

01

Automatic lead capture

Choose which button sends people to which pipeline stage, and which tags they get.

02

Your own stages

New, Contacted, Demo booked, Won: name the stages the way your team works.

03

Owner and priority

Assign each lead to an agent and mark what needs attention first.

04

Follow-ups

Set a follow-up date on a lead and see what is due today and what is overdue.

05

Where leads come from

See how many leads came from broadcasts, chats or manual entry.

06

Linked to the chat

Open the WhatsApp conversation from the lead card.

How it works

Three steps, start to finish.

  1. Turn on lead capture

    Pick the stage and button while creating a broadcast.

  2. Leads arrive on the board

    With their name, number and the broadcast they replied to.

  3. Move them to Won

    Drag cards across stages as conversations progress.

Your customers are already on WhatsApp.

Create a workspace, connect your number and send your first approved template today.