Collect lead details
Use a WhatsApp lead form to capture the information your team needs.
LEADS AND PIPELINE
Turn a WhatsApp enquiry into organised work.
Collect the details your team needs, keep each opportunity in view and make the next conversation easier to plan.
Your pipeline shows where each customer is and what should happen next.
Sales pipeline
Customer enquiriesWhatsApp lead form
Name: Priya SharmaInterest: Data SciencePreferred time: Evening
New
Priya Sharma
Course enquiry
Next step visible
Info sent
Rahul Menon
Pricing shared
Next step visible
Meeting
Neha Singh
Demo planned
Next step visible
FROM ENQUIRY TO FOLLOW-UP
Keep the next conversation in view.
Move leads through your process
See contacts by stage and keep sales work organised.
Plan meetings and tasks
Add a meeting or follow-up task when the customer needs the next step.
Keep context with the lead.
A lead is a customer contact in your workspace. Their conversations, assigned work and next steps stay connected as your team follows up.
Lead forms and pipeline are included in Professional and AI Operations.