CRM
Contacts, deals and tasks in one place, tied to each customer's conversations.
Included in Base
What it does
Deals board
Move deals between stages and track their value in EGP.
Contacts
Import an Excel or CSV file and add tags and segments.
Tasks and follow-ups
Assign a task to an agent and set its due date.
Customer timeline
Chats, deals and notes on a single timeline.
How it works
Import or add your customers
From a file, from chats, or from lead ads.
Create deals
Turn an interested customer into a deal at a stage you define.
Follow up and close
Move deals through the stages and review each stage's total.
See it in action
Deals move between stages
- Each column is a stage
- Stage totals in EGP
- Every deal links to the customer's chat
Limits & good to know
- The CRM is built around WhatsApp conversations; it isn't a full replacement for accounting or ERP systems.
- Contact and agent limits follow your plan; see the pricing page.
Frequently asked questions
Yes, import supports Excel and CSV files.
Yes, you can open the customer's conversations from the deal.
Ask us about your setup and we'll tell you what fits your business.
Related features
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