WhatsApp CRM pipeline
A sales pipeline that lives inside your WhatsApp conversations
From chat to lead in one tap
Or let a rule do it for new customers and for people who ask for a quote. One open lead per contact, and never from a group chat.
Board, list and Today
A step per column with counts and values, a list view, and a Today list of follow-ups. Rename, reorder and add steps, or start from a template for real estate, car dealers or clinics.
Follow-ups that remind
A reminder arrives when a follow-up is due, and an overdue one is escalated to the owner and administrators after a day (you can change this).
Same visibility as the inbox
Managers see every lead; staff see their own and the leads on their numbers. The owner of a lead and the assignee of its chat are one person.
A written history
Every move, won or lost with a reason, and what Riwo noted, in order.
How to
Set up sales pipeline
- 1
Open a chat and tap Add to pipeline, or turn on the Sales assistant to do it for you.
- 2
Drag the lead across the steps as the deal moves.
- 3
Set a follow-up so it is never forgotten.
FAQ
Common questions
Which plans include the pipeline?
The sales pipeline is part of the Growth plan and above.
Related features
Reply-time reports and fair assignment
See your median and 90th-percentile reply times, how many chats meet your target and who is waiting, with a leaderboard and a daily summary for owners. New chats can be shared round-robin or to the least busy person.
Learn moreAssign and resolve
Hand a conversation to a teammate in one click. They see it instantly, get notified, and mark it resolved when the customer is sorted. Everyone knows who owns what.
Learn morePrivate notes and @mentions
Leave a note on a conversation that the customer never sees, and @mention a teammate to pull them in. Context stays with the chat instead of getting lost in a separate group.
Learn moreSee Scriwo with your own team
Tell us how many people answer WhatsApp at your company. We will set you up and walk your team through it.