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Pipeline templates

Know where every WhatsApp enquiry stands, in your trade's own words

Your team sees who's still an enquiry, who's been quoted and who's paid, without asking around.

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From $119 a month for one WhatsApp number and three people, with the CRM included. No setup fee.

Track your enquiries in your trade's own stages

Home services, cleaning and repairs

For aircon, cleaning and repair teams: see which jobs are quoted, booked or still unpaid.

  1. Enquiry
  2. Quote sent
  3. Job booked
  4. Job done
  5. Paid
  6. Lost
Start with this pipelineWhatsApp AI agent for home services

Clinics, beauty and wellness

For clinics, salons and wellness studios: see who's due a follow-up after treatment.

  1. Enquiry
  2. Consult booked
  3. Treated
  4. Follow-up due
  5. Regular
  6. Lost
Start with this pipelineWhatsApp AI agent for clinics

Education and tuition

For tuition and enrichment centres: see which parents booked a trial class, which kids came and who enrolled.

  1. Enquiry
  2. Trial booked
  3. Trial done
  4. Enrolled
  5. Not enrolled
Start with this pipelineWhatsApp AI agent for tuition centres

Property

For property agents: see who's booked a viewing, who's viewed and who's made an offer.

  1. New lead
  2. Viewing booked
  3. Viewed
  4. Offer made
  5. Closed
  6. Lost
Start with this pipelineWhatsApp AI agent for property agents

Services and agencies

For agencies and consultants: see who's had a discovery call, who has a proposal and who's negotiating.

  1. Enquiry
  2. Discovery call
  3. Proposal sent
  4. Negotiating
  5. Won
  6. Lost
Start with this pipeline

Recruitment and hiring

For recruiters and SMEs hiring: see which applicants are screened, interviewed or waiting on an offer.

  1. Applied
  2. Screened
  3. Interview
  4. Offer
  5. Hired
  6. Not hired
Start with this pipeline

Insurance and financial advice

For insurance agents and financial advisers: see who's contacted, who has an appointment and whose proposal is out.

  1. New lead
  2. Contacted
  3. Appointment set
  4. Fact-find done
  5. Proposal out
  6. Closed
  7. Lost
Start with this pipeline

General sales

For any business that sells: see which leads you've contacted, qualified or sent a proposal.

  1. New lead
  2. Contacted
  3. Qualified
  4. Proposal sent
  5. Won
  6. Lost
Start with this pipeline

Set up for you, with no columns to work out

Tell us your trade on a demo call. Our team sets up your board with its pipeline and connects your WhatsApp number. Send us your customer list as a CSV and we'll import it at no extra cost. Your team logs in to columns that use the words you already say on the phone. If your words differ, rename any stage or add your own.

Track every quote's next step, right beside the WhatsApp chat

Every chat is filed against the lead, so the card and the conversation sit together. Each chat has a person assigned to it. Put a follow-up reminder on the lead and it comes back to them on the day.

WhatsApp Inbox is from $119 a month for one number and three people, with the CRM included. Your number is connected for you, with no Meta per-message fees, and automated messages are paced within daily limits and sending hours. See pricing

Questions

Can we change the stages?
Yes. Once your board is set up, you can rename, add, reorder or delete any stage.
Our trade isn't on the list. Which pipeline do we start with?
General sales, or Services and agencies if you sell your time. We'll pick the closest one with you on the demo call, and you can rename its stages after.
Do we have to set it up ourselves?
No. Our team sets up your board and connects your WhatsApp number. There's no setup fee.
Can we bring our customer list?
Yes. Send it to us as a CSV file and we'll import it as part of setting up the Inbox, at no extra cost. If it has a stage column, each customer goes into the right stage.

See which jobs are quoted, booked or stuck. Book a demo call.

Tell us your trade and we'll show you its board on the call. See pricing

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Questions before the call? WhatsApp us.

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