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CRM ENGINE
Drag & Drop Pipeline
Sync WhatsApp Chats
Track Deal Stages
Drag & Drop Pipeline

Manage Leads Like a Pro
Inside WhatsApp

Convert raw chats into deal cards. Drag and drop prospects from Prospect to Closed-Won directly on your visual kanban board, with automatic sync back to your contacts.

Launch Your Pipeline How it Works
Custom Deal Stages • Two-Way Sync
PROPSECTS 2
Amit Kumar
Enterprise Plan
Rajesh M.
Custom Bot Setup
WON / CLOSED 1
Sonia Roy
₹45,000 Deal
Features Workflow Automations Deal Stages Audit Logs Metrics FAQ
PIPELINES

CRM Power Inside Chat

Maintain deep deal visibility right beside ongoing customer conversations without tabs swapping.

KANBAN

Multi-Pipeline Management

Track sales cycles, onboarding loops, or VIP client operations across fully isolated boards simultaneously.

ALERTS

Stale Deal Warnings

Pipeline automatically highlights prospect cards that haven't been contacted or followed up on within 48 hours.

AUTOMATION

Action-Triggered Flows

Automate message delivery, client tagging, and webhook alerts upon card movements.

Zero Manual Follow-ups

Moving a prospect card to "Closed Won" can immediately ping Razorpay to issue a payment link, while moving it to "Onboarding" automatically shoots a custom welcome PDF document natively on WhatsApp.

  • Custom tag actions upon card drag events
  • In-chat receipts trigger automatic billing logs
  • Auto-routing escalates deals to senior desks
Automation: Deal Closed
If Card moves to: Closed Won
Send Payment Invoice PDF
Sync Zoho CRM metrics
STAGES

Customized Deal Pipelines

Configure personalized workflows matching your precise operational business cycles easily.

Stage 1
Lead Ingested
Awaiting confirmation
Stage 2
Contact Initiated
Active negotiation loop
Stage 3
Invoice Delivered
Payment confirmation pending
Stage 4
Closed Won
Fulfillment complete
AUDIT LOGS

Transparent Deal Track Records

Trace card drag movements, team assignments, and deal adjustments back to their origins.

S
Sonia Roy moved to "Invoice Delivered"

Moved by Agent Sarah Lee. Triggered webhook auto-ping to Razorpay API.

5 mins ago
R
Rajesh M. claimed from Queue

Claimed by Agent Rohan Sharma. Deal value updated to ₹85,000.

1 hour ago
PERFORMANCE

Track Conversion Metrics

Monitor close ratios, average pipeline speeds, and cumulative deal valuations dynamically.

74%

Conversion Close Ratio

₹3.2M

Closed Deal Volume (MTD)

3.4 Days

Average Deal Pipeline Velocity
FAQ

Pipeline Management F.A.Q.

Essential answers regarding pipeline mappings and CRM double synching details.

Yes! Our integration architecture features robust two-way syncing. Moving a pipeline card triggers immediate REST webhook updates that align the status inside linked CRMs.

Absolutely. You can add, rename, or delete columns inside the pipeline settings panel to reflect your organization's unique conversion pathways.

Enterprise accounts support unlimited independent pipelines, while growth plans support up to 5 custom boards.

Yes, Saminus supports direct integration with Razorpay, Cashfree, and Stripe. Drags can automatically dispatch payment collection links.

They are automatically pooled inside your "Prospects" column as unassigned items, alerting your sales desk to act upon them immediately.

Yes. Using Role-Based Access controls, supervisors can ensure agents only view deals assigned directly to them or their specific departments.

Yes. Each card supports deal value properties that feed into your cumulative MTD closed volumes charts in real-time.

You can set custom expiration thresholds (e.g. 24 hours on Demo Scheduled) after which deal cards change color to alert supervisors.

All customer records are double-encrypted in transit and storage, complying strictly with DPDP 2023 guidelines.

Yes. Simply build a separate pipeline board labeled "Onboarding Workflow" to track post-sales client tasks step-by-step.
SCALE FASTER

Claim Full Deal Visibility Natively

Eliminate tracking gaps and manage all prospects inside the visual workspace designed for high growth.

Deploy Pipeline Free Watch Workspace Demo