Transform WhatsApp Web into a powerful WhatsApp CRM. Manage leads, visualize sales pipelines, and track follow-ups without ever leaving your chat.
Most businesses run their WhatsApp sales on two screens:
It’s a nightmare. You forget to update the sheet, you lose track of which lead is “hot,” and you waste hours switching tabs.
Today, we’re showing you how to kill the spreadsheet and build a visual Sales Pipeline directly inside WhatsApp using The Chat Quotient.
If you’ve used tools like Trello or Pipedrive, you know what a Kanban board is. It’s a visual way to track where your customers are in the buying journey.
We brought this exact workflow into your WhatsApp Web interface. Instead of a messy inbox, you get a structured sales funnel and a 360-degree view of your revenue.
Here is how you can set it up in minutes:
Every business is different, so we made the pipelines completely customizable directly from the CQ sidebar’s settings menu.
Creating a lead shouldn’t feel like data entry. While chatting with a prospect, simply click the Lead icon on your CQ sidebar. A side panel will open.
If this is a new contact, our AI instantly analyzes your conversation and auto-fills the lead creation form for you. No typing required. If they are an existing contact, the panel instantly pulls up their current lead profile.
As your conversation progresses, moving a lead to the next stage is seamless. You can update their status wherever you are working:
A lead is more than just a name and a status. Every single lead in your pipeline can hold multiple notes and tasks. Whether you need to remember a specific pricing request or set a reminder to follow up next Tuesday, you can attach those directly to the lead profile. You will never forget an important detail again.
Stop guessing who changed the status or when the deal moved to “Negotiation.” Every lead comes with a built-in Audit Log. It automatically records a timestamped trail of every action—from status changes to new notes—so you can trace back the entire history of the deal in seconds.
When you need the big picture, you don’t have to leave WhatsApp. The Chat Quotient includes a full Kanban-style Dashboard right inside WhatsApp Web. It gives you the space to view all your pipelines at once, drag and drop deals, and monitor your total pipeline value in real-time.
Research shows it takes 23 minutes to regain focus after an interruption. By keeping your CRM inside WhatsApp, you never leave the context of the conversation. You sell faster because the data is right where the customer is.
Stop treating WhatsApp like a casual chat app. Start treating it like the sales engine it is.
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