Every enquiry becomes a deal on a Kanban board. See what's in the pipeline, what's likely to close this month and why deals are lost.
Drag deals between stages; won and lost update the customer automatically.
Pipeline value, weighted forecast and deals closing this month.
Hot, warm and cold, from activity, value and AI insights.
Separate pipelines and custom fields for different products or teams.
Filter by status, source, label, stage, country, follow-up or saved segment. Select many and add labels, change status, create tasks or follow-ups in bulk.
Yes. Create your own pipelines and stages with colours and win probabilities.
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 →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 →Type /price in the chat to insert a template filled with the customer's name, product and price.
Learn more →Drag deals through stages, forecast revenue, and keep every contact organised.
WaPilot