Leads pipeline
Promote any conversation onto a funnel without leaving the chat.
Sales conversations start in the inbox, so the pipeline lives there too. Promote a chat into a lead and walk it through new, contacted, qualified and won on a kanban board.
Each lead keeps a link back to the conversation it came from, so nobody has to reconstruct the story from a CRM note written three weeks ago.
What you get
- Stages: new, contacted, qualified, won
- One click from a conversation, and a link back to it forever
- Owners and filters, so a pipeline review takes minutes