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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Cómo este módulo ayuda a tu equipo

Sales and support share the same customer timeline.

MokaBot 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 y SMS.

Capabilities

Capacidades listas para usar hoy

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.

Cómo funciona

Puesta en marcha en tres pasos

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

Preguntas sobre las funciones de Converla

Empieza a gestionar conversaciones en un solo lugar

Elige un plan según tu equipo y volumen, conecta WhatsApp Cloud API y tus canales, y pon en marcha bandeja, IA y flujos.

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