CRM and sales

• Sales pipeline and stages

  Create the Sales pipeline, customize CRM stages, and move leads across the board until you win or lose the deal.

• Lead capture form for your website

  Create a form in the CRM and add it to your website via link, embed code, or floating button. Each submission becomes a lead in your chosen stage.

• Leads that come in through WhatsApp

  How to get WhatsApp contacts into the CRM: a form that redirects to WhatsApp, a floating button, the CRM API, and source tags.

• How to mark a deal as won or lost

  Close a lead as Won or Lost in the CRM. Winning creates the client and, if your plan allows, a project, and records the sale date.