Every deal you are chasing is already in WhatsApp
It is just spread across four hundred conversations. The board puts the same leads in columns, adds them up, and tells you which ones have gone quiet.
7 days free · No credit card · Works on the number you already message from
The New business funnel: five stages, six deals, EUR 11,760 on the board. Lost is empty and says so.
One column per stage. One card per deal.
Instead of scrolling the inbox trying to remember who is still worth a follow-up, you read the board.
Stages you name yourself
Up to twenty columns, each one open, won or lost. Call them what your team already calls them on a Monday.
Totals that add themselves up
Every column carries its own count and value, and the bar carries the whole board. Nobody maintains a spreadsheet for it.
The same customer, not a copy
A card points at the contact and the thread you already have. There is nothing to import on the way in and nothing to export on the way out.
Nobody dropped it. Everyone stopped seeing it.
Leads are rarely lost on purpose. They scroll off the screen, and a week later nobody can say whose turn it was.
- Drag a card and the deal moves stage. That is the whole interaction.
- A stage can carry a days limit, and the board flags anything that outstays it.
- Stalled is a filter, so the deals nobody has touched are one click away.
A days limit per stage
Set one on the stages where silence means trouble, and the board flags a deal that has sat there too long.
Owned by a person
Every deal carries the agent holding it, so "who is on this" is answered on the card rather than in a group chat.
Won and lost stay put
Closed deals leave the working columns and stay in the history, so the board is this quarter and not since 2023.
Name the stages after the way you actually sell
A funnel carries a name, a currency, a colour and a description. What goes in the columns underneath is yours to write.
Editing the New business pipeline. Five stages, three of them open, and a three day limit on Contacted so a deal that sits there gets flagged.
Everything you owe this deal, in one place
Open a card and you get the working file: what was promised, what is due, and how it got here.
- Comments and tasks live on the deal and never reach the customer.
- Tasks carry a due date, so what you promised has a deadline attached.
- The activity trail opens with who created the deal and records every move since.
- Amount, currency, stage and owner sit in one panel on the right.
It reads the conversation. You decide.
The assistant follows the thread and proposes the stage it thinks the deal has reached. It proposes. It does not act.
It suggests. You decide.
A suggestion lands on the deal with its reason and the customer sentence it read. Nothing moves until a person presses the button.
Never won, never lost
The assistant is not allowed to propose closing a deal either way. Those two are yours.
It reads the conversation, not your notes
Chat messages only. Internal comments stay internal, and dismissing a suggestion clears it.
The funnel is already in the chat panel
Agents do not have to learn a second screen. The deal is beside the conversation it came from.
- Adding the contact to a funnel opens a deal without leaving the conversation.
- A contact can sit in several funnels at once, each one holding its own stage.
- The stage moves from the same panel you are already reading.
- A deal can start from a bare phone number and pick the conversation up later.
More than one funnel when you sell more than one thing. New business and renewals rarely share a set of stages.
Which plans include it
The board comes with every paid plan. How many funnels you may hold, and whether the assistant weighs in, is what changes.
| Plano | Sales funnels | AI suggestions |
|---|---|---|
| Professional | 1 | Not included |
| Business | 3 | Incluído |
| Enterprise | 10 | Incluído |
The suggestions ride on the same AI assistant the rest of the product uses, which is why Professional carries the board without them.
Nobody is shown a deal they may not touch
Visibility on the board follows the team permissions you already set, and is deliberately tighter than the inbox.
Agents see their own
A restricted agent gets only the deals assigned to them, on the board and over the API alike. Stricter than the inbox, on purpose.
Admins and supervisors see everything
They read the whole board, and anyone can act on whatever they can see. Nobody is shown a deal they may not touch.
Managing funnels is its own permission
Creating and editing funnels is a separate team permission, on by default for admins and supervisors.
Questions, answered
Is this another CRM I have to keep in sync?
You say funnel, the editor says pipeline. Which is it?
Can the same contact sit in two funnels?
How many stages can a funnel have?
Will the AI move or close deals on its own?
Do comments and tasks get sent to the customer?
Which plans include it?
Can I work the board from the mobile app?
What happens to the history if I delete a funnel?
Stop losing leads in the scroll
The conversations are already yours. This is the board that keeps track of what they are worth.