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Retail & e-commerce

Answer product questions, capture purchase intent and follow up on the channels your shoppers use.

Product guidance from maintained knowledge

Purchase requests and follow-up in one thread

Consent-based offers to eligible segments

See how it fits

From the blog WhatsApp Business for Companies: Complete Guide Read the article

Sales pipeline

Track contacts and deals on a configurable pipeline

The board groups open deals by contact and places each contact in one lifecycle stage. Record separate opportunities, owners, sources, values and follow-up dates without treating every conversation as a sale.

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One journey stage per contact

Define the main journey, select one won stage and maintain a separate lost group. Moving a board card changes the contact lifecycle and settles its linked open deals when it reaches a won or lost stage.

Several deals, one board card

A contact can carry multiple commercial records with their own source, owner, value and outcome. The board groups them on one contact card and sums their open values.

Follow-up dates stay linked

Setting a deal's next follow-up creates or updates its linked follow-up task. Updating, completing or cancelling that open task recalculates the date shown on the deal.

How it works

1
Configure the default, journey, won and lost lifecycle stages before importing or moving contacts.
2
Create a deal for a contact from the pipeline or let a tested flow create one when its trigger applies.
3
Set its owner, source, value and next follow-up, then work the linked task from the board or calendar.
4
Move the contact through the journey and review recorded lead intake, outcomes, source, owner, value and funnel reports.

Best fit

Teams whose sales process is contact-centred and can share one lifecycle position across a customer's open opportunities.

Set up deliberately

Design a short contact journey, designate one won stage, and define meaningful lost reasons or stages.
Agree how sources, owners and monetary values are entered, including the currency convention your team will follow.
Configure deal-creation flows carefully and audit duplicates before relying on pipeline totals.

Confirm before launch

Lifecycle stage belongs to the contact, not an individual deal; moving the contact can settle all of that contact's linked open deals.
A deal links to the contact rather than directly to one conversation, so teammates should use contact history and notes to preserve context.
Values and conversion reports reflect the records your team enters and the selected date filters; they are not accounting or revenue recognition.

Sales pipeline

Common questions

How do deals relate to contacts?

Each deal may belong to a contact, while the lifecycle stage belongs to that contact. The board therefore shows one card per contact and aggregates its deals; moving that card affects the contact and can settle its open deals at won or lost stages.

Can I schedule follow-ups?

Yes. Setting a deal's next-follow-up date creates or updates one linked open follow-up task. Changes to that task sync back to the deal, including cancellation or completion.

Do I get pipeline reports?

Reports cover leads created, outcomes, won value, current open-pipeline value, source, owner and lifecycle funnel progress. Results depend on consistent data entry, stage configuration and date filters.