Pipeline

A pipeline board where every card is a live conversation

Deal tracking usually lives in a CRM the sales team forgets to update. When the card and the chat are the same record, the board reflects reality without anyone maintaining it.

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Included in the platform licence. Not a paid add-on.

What is a WhatsApp sales pipeline?

Pipeline boards give WhatsApp conversations a kanban view: columns are stages, cards are contacts with their live chat attached. In WappBlaster you create boards, add and move cards between stages, and run drip campaigns from a stage so a lead sitting in "quoted" gets its follow-up sequence automatically, with the board updating as the conversation moves.

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Capabilities

What you get

Everything here is documented and shipping today, not on a roadmap.

Boards per process

A board for new leads, another for renewals, another for dealer onboarding, each with its own stages.

Cards with chat attached

Open a card and the WhatsApp thread is there, so context never needs re-reading elsewhere.

Drip campaigns from a stage

A timed sequence for everyone sitting in a stage, so quiet leads are followed up without a reminder list.

Stage movement updates the board

Automations can move a card when a payment lands or a tag is applied.

Ownership visible

The assigned agent shows on the card, which makes a stalled stage attributable.

Works with tags and segments

The same targeting data drives the board, so the two views never disagree.

How it works

Setting it up

  1. 1

    Create the board

    Name the stages after what your team actually says: contacted, quoted, negotiating, won.

  2. 2

    Add cards

    From contacts, from the inbox, or automatically when a lead source fires.

  3. 3

    Attach a drip to the slow stage

    Usually "quoted", where deals go quiet and die.

  4. 4

    Work the board

    Move cards as chats progress, and let automations move the rest.

Where it earns its keep

Common uses

  • B2B lead follow-up

    Long cycles where the third follow-up is the one that converts.

  • Real estate site visits

    Enquiry, visit booked, visited, negotiating.

  • Dealer onboarding

    Application through documentation to activation.

  • Insurance renewals

    A board per renewal month.

  • Education admissions

    Enquiry, counselling, application, fee paid.

  • Service quotations

    Quote sent, quote followed up, quote accepted.

Ships in these products

Frequently asked questions

Straight answers about WhatsApp sales pipeline.

How is this different from a normal CRM pipeline?

The card is not a record someone has to keep in sync with a conversation happening elsewhere. The conversation is on the card. That removes the data-entry step that makes most sales pipelines out of date within a week.

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What is a drip campaign here?

A timed sequence of WhatsApp messages sent to contacts in a stage: for example, a follow-up one day after a quote, another after four days, another after ten. It runs until the contact replies or moves stage.

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Can cards move automatically?

Yes. An automation can move a card when a payment succeeds, a tag is applied, or a webhook fires from your own system.

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Still not answered?

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CRM, inbox and team

Related features

Same licence, same login. These work together out of the box.

See Sales pipeline boards on your own account

A short call on your real list and your real templates. No card, no sandbox.

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  • Set up with you on a call, not a help article
  • Official Meta WhatsApp Business Platform
  • Flat annual fee, Meta charges passed through at cost