Set up one or more pipelines with your stages. A flow can open a deal for the contact, owned by whoever the conversation is assigned to, move it to another stage or close it as won or lost. Moving a deal into a stage can start a rule, for example a task to call back in two days. The board is drag and drop, each pipeline can have its own access, and the report shows win rate, loss reasons and who closed what, from the values your team enters.
The flow asks about size and timing, opens a deal and assigns the chat to a teammate.
A task due two days after the proposal reminds your teammate to follow up.
Leads lost in the DMs
Leads on a board
A good fit
Not the right tool
What you need
Sales, Pipelines: name your stages, such as New, Qualified, Proposal sent, Won.
A flow asks your questions and saves the answers on the contact.
The Create deal step opens it for whoever owns the conversation.
A task, a tag or a message when a deal enters a stage.
Answer the buying questions and take the payment without sending anyone away.
Turn comments, story replies and ad clicks into contacts with an email and a phone number.
Answer the everyday questions in seconds and hand the rest to a person.
Sales pipeline
Start on the free plan with no credit card. Set this one up first and add the rest when you are ready.