A sales pipeline that fills itself from your chats
Deals land on the board straight from conversations, move with your invoices, and book their own appointments, with reminders your customers actually receive.
Kanban that mirrors how you actually sell
Columns for your stages, cards for your deals, dragged forward as they progress. Every card links to its contact and its conversation, so context is one click away, never a search.
- Kanban in horizontal or vertical layout, plus contact and payment boards
- Cards created from conversations or automatically by flows
- Contacts auto-attached, no retyping into a second system
- Filter by assignee, save views your team returns to
Stages that move when the money moves
Define Won as "invoice paid" once, and the pipeline updates itself from real payment status instead of depending on someone remembering to drag a card.
- Won, Lost and Resolved defined by your own markers
- Invoice status drives deal status
- The same definitions power reporting and the Ads scoreboard
Book the meeting without leaving the conversation
Pick the service, branch and slot from the composer. The booking lands in the thread, the contact panel and your calendar, and the customer gets their own link to confirm or reschedule.
- Booked directly inside the chat from the + menu
- Customers confirm, reschedule or cancel on their own link, no account needed
- Attendance tracking: turned up or no-show
Reminders on WhatsApp and email, views for every day
Automatic reminders go to both channels ahead of every booking, and the schedule reads as a list or a day, week or month calendar. Bookings carry a standard calendar file that drops into Google Calendar.
- Auto reminders to WhatsApp and email
- List, day, week and month views
- Calendar file compatible with Google Calendar, Outlook and Apple Calendar
The rest of the arsenal
See it in your own inbox
Start free and connect your first channel in minutes. Prefer the details? The docs cover this feature step by step.