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Register NowQualify B2B leads, track deals on Kanban, and automate proposal follow-ups.
Streamline client acquisition for your agency or SaaS. Use Flow Builder to pre-qualify inbound leads by asking about their budget and requirements. Update lead statuses automatically, track them across vertical-specific pipeline stages, and manage all B2B communications in the Shared Team Inbox.
Pre-configured Flow Builder paths, Meta-approved templates, and AI inbox tools — all built for IT & Agency Services.
When a prospect initiates a chat, use the Ask Question node to validate their email and ask for their service requirement. Use Condition branches to route high-budget leads immediately to senior sales.
Move clients visually through stages like "Discovery Call", "Proposal Sent", and "Closed Won". Manage your entire B2B sales cycle inside WhatsApp.
If a lead is moved to "Proposal Sent", trigger a flow with a Delay Timer to wait 48 hours, then auto-send a template asking for their feedback on the proposal.
Sales reps, account managers, and support staff can all collaborate on client chats from a single dashboard.
Real ROI from switching to the official WhatsApp Business API.
The Flow Builder captures lead details and populates your CRM automatically, so your sales team focuses only on closing.
Create custom fields specific to your agency (e.g., "Website URL", "Tech Stack") and populate them automatically via the Ask Question node.
Track your lead sources, team conversion rates, and pipeline health on the comprehensive Analytics dashboard.
Message Open Rate
Faster response time
Higher conversion rate
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