Automate the busywork: tag new leads from Instagram, share new leads round robin, create a task when a deal reaches Proposal, notify the owner when a deal is won.
Triggers like new lead, stage changed, label added, won, lost, follow-up overdue or inactive; actions like assign, round robin, tag, task, follow-up, move stage, notify or call a webhook.
Saved filters like "Hot leads in Mumbai with no reply for 3 days".
Know which campaign, poster or ad started each chat.
Set up stages, labels and custom fields your way.
Deal, notes, tasks, labels and history of the person you're talking to — right next to the chat.
Learn more →Suggested replies from your own knowledge base and catalogue, summaries, lead extraction and translation.
Learn more →Drag deals through stages, forecast revenue, and keep every contact organised.
Learn more →Assign chats, see who is replying, and decide exactly what each person can see and do.
Learn more →Reminders, tasks, scheduled messages and automatic follow-up sequences that stop when the customer replies.
Learn more →GST quotes, orders and invoices from your catalogue, Razorpay payment links, recurring invoices and payment reminders.
Learn more →When something happens, do something: tag, assign, create a task. Track which ad or QR code brought each lead.
WaPilot