← All video guides Video guide · 8:21

CRM — from enquiry to sale

Every "how much?" becomes a card you follow until it is paid — built right into WhatsApp.

  • Cards appear by themselves from chats, bots, forms and ads
  • Your own fields and columns, named your way
  • Reminders so no promised call-back is forgotten
8 chapters34 stepsExamples for 4 business types

What you'll learn

8 short chapters. Pick one to jump straight to it.

Use it in your business

How businesses like yours put this to work.

E-commerce

Bulk and custom orders, tracked

  • Corporate-gifting and bulk enquiries land on the Enquiries board
  • Quotation → Order confirmed → Delivered, with the order value on each card
  • Source shows Instagram, website or ads — so you know what works
Real estate

Every buyer from enquiry to booking

  • Fields for Budget, BHK and Preferred project on every card
  • Columns like Site visit → Negotiation → Booked
  • Facebook and Instagram lead ads arrive on the board by themselves
Loans & finance

An application pipeline your team can see

  • Applied → Documents → Verification → Sanctioned → Disbursed
  • A Loan amount field, with the total per column
  • An owner per application, and their call-backs in My Day
Coaching institutes

An admissions board

  • Enquiry → Demo class → Fee discussion → Admitted
  • A Course field — one of the popular picks
  • Each counsellor filters the board to their own students