Every deal, tracked right inside the chat.
Lives inside every WhatsApp conversation, not a separate app
Move contacts through stages you define
Create the funnel stages that fit your business — New, Negotiation, Closed, or your own labels — and move a contact between them as the conversation progresses, without leaving the chat.
- Fully custom stage names and order, not a fixed pipeline
- See stage counts at a glance across your whole contact base
- Drag a contact between stages as the deal moves forward
Every detail about a contact, next to their chat
Tag contacts for quick filtering (VIP, API, or your own categories), and leave internal notes visible only to your team — never sent to the customer — so context never gets lost between shifts or agents.
- Custom tags for fast filtering and segmentation
- Internal notes, invisible to the contact, visible to your whole team
- Assigned agent shown clearly on every conversation
Nour Al-Sayed
+966 50 123 4567
Tags
Internal note
Prefers to be contacted after 4 PM
Search and filter your entire contact base
Find any contact instantly by name, tag, or funnel stage — the same contact list that feeds your campaigns and reporting, kept in one place instead of a spreadsheet nobody updates.
- Search by name, tag, phone, or funnel stage
- The same contact data powers campaign targeting
- No manual sync — contacts update as conversations happen
What's included
The core CRM data model, built into WhatsApp
Funnel stages, tags, notes, and assignment — the real, shipped CRM data model behind every conversation.
Questions
CRM & Contact Management FAQ
QIs this a separate CRM I have to sync manually?
No — CRM data (funnel stage, tags, notes, assigned agent) lives directly on each WhatsApp conversation, shown right in the same screen, with no export, import, or third-party tool involved.
QCan I customize the funnel stages?
Yes — create your own stages (New, Negotiation, Closed, or whatever fits your business) and move contacts between them as a deal progresses.
QDo internal notes show up to the customer?
No, never — notes and tags are fully internal, visible only to your team, and never sent to the contact on WhatsApp.
QHow does the team know who owns which conversation?
Every chat clearly shows its assigned agent, so replies never overlap and follow-ups never fall through the cracks between teammates.