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Feature

Sales pipeline

A Kanban board that lives next to every conversation.

Overview

Voxys ships a full sales pipeline inside the inbox. Drag deals across custom stages from "new lead" to "closed-won", see deal value rolled up per stage, and update opportunities without leaving the conversation that opened them. No more switching between WhatsApp, your CRM, and a spreadsheet to keep numbers straight.

  • Custom stages per pipeline, defined in 30 seconds
  • Drag-and-drop deal cards across stages
  • Aggregate value and count per stage
  • Filter by owner, source, tag, channel, or language
  • Auto-create deals from inbound WhatsApp inquiries
  • Pipeline lives beside the inbox — no context switching
  • Per-pipeline forecasts and weighted revenue

How it works

1

Define your stages

Set up the stages that match your sales motion. Most teams ship with 5-7 stages: new, qualified, demo, proposal, negotiation, closed-won, closed-lost.

2

Auto-create from conversations

Any inbound WhatsApp, web chat, or email can auto-create a deal at the first stage. Set rules: amount, language detected, source campaign, channel.

3

Drag through to close

Move deal cards across stages as conversations progress. Update value, owner, probability, and tags from the card — or from the conversation itself.

See the pipeline live

Book a 20-minute demo and we'll walk through a real WhatsApp inquiry turning into a tracked deal — in your currency, with your products.

Start free trial