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Leads

The lead record lives where the conversation happens

Turn a WhatsApp contact into an owned opportunity with a status, an assignee, notes and the next follow-up date.

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  • Statuses and tags
  • Assignments
  • Notes and follow-ups
  • Task views and CSV export

Interactive product preview · demo data

Lead capabilities

A simple pipeline your team will use

Not every team needs a complex sales CRM. They need to know who owns the lead, what was promised and when to follow up.

Lead statuses

Track new, contacted, interested, qualified, converted and lost.

Tags

Group leads by offer, source, campaign or any workflow your team needs.

Assignments

Give each lead an owner from the active company members.

Notes

Keep call notes and next steps with the lead record.

Follow-ups

Schedule follow-ups, assign them and mark them complete with a note.

Exports

Download filtered lead data as CSV for finance or external reporting.

Follow-through

The follow-up is the feature

Most leads are lost between conversations, not inside them. The task view makes the next action visible to the person responsible.

  • See follow-ups due across the company
  • Assign a follow-up to the right teammate
  • Complete with a note so the history stays useful
  • Keep lead activity linked to the WhatsApp thread
Talk about your sales workflow

Interactive preview · demo data

From chat to pipeline

Three steps to a working lead process

Keep the process light enough that the team actually updates it.

01

Create the lead

Create a lead from a WhatsApp contact or add one manually.

02

Assign and qualify

Set an owner, status and tags based on the conversation.

03

Follow up

Schedule the next step, complete it with a note and review the task view.

Questions

Lead management questions

Still unsure? Talk to the team about your workflow.

Is this a full sales CRM?

It is a focused WhatsApp CRM with lead statuses, tags, assignments, notes, follow-ups and exports. It is designed around conversation-led sales rather than complex enterprise pipeline configuration.

Can leads be assigned to specific teammates?

Yes. Assignments are checked against active company membership and are scoped to the company.

Can I see all follow-ups in one place?

Yes. The lead task view shows follow-ups across the company so managers and agents can see what is due.

Can I export lead data?

Yes. Users with the right permission can export filtered lead data as CSV.

Next step

Ready to run WhatsApp properly?

Bring the inbox, campaigns, automations, leads and AI into one company-scoped workspace.

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