CRM & Pipeline

Conversation-native CRM for sales and success teams

Create contacts from chats, move deals on a visual pipeline, and keep notes beside the thread that started the relationship.

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How this module helps your team

Sales and support share the same customer timeline.

Talkatus CRM keeps sales context glued to omnichannel conversations.

Agents do not need a separate tab to know who owns the deal or what was promised.

Use pipeline stages, tasks, and notes while chatting on WhatsApp, Messenger, Instagram, Telegram, Web Chat, and SMS.

Capabilities

Capabilities that ship today

Unified contacts

Profiles merge channel identities into one customer record.

Kanban pipeline

Drag deals across stages tailored to your process.

Lead scoring signals

Prioritize hot conversations with activity and intent cues.

Activity timeline

Calls, notes, and chat history stay attached to the contact.

Tasks & reminders

Assign follow-ups without leaving the inbox.

Auto-enrichment

Pull attributes from conversations into CRM fields.

How it works

Go live in three steps

1

Import or capture contacts

Sync existing lists or create contacts from live chats.

2

Define stages

Customize pipeline stages for your motion.

3

Close with context

Work deals next to the messages that matter.

FAQ

Questions about Converla features

Start running conversations in one place

Pick a plan that fits your team size and message volume, connect WhatsApp Cloud API and your channels, then go live with inbox, AI, and flows.

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