1
Open Sales
Same org as Inbox. No second login.
Sales · Step 1
Same org as Inbox. No second login.
Product / Sales
Sales
Deal pipelines connected to contacts, invoices, and automations.
Move a lead from first message to paid without a second CRM.
Who it is for
Small sales desks and agencies who already chat on WhatsApp.
What you get
Stages, notes, contact link, invoice or UPI from the deal.
What we do not pretend
Not Salesforce. No custom objects. A pipeline you will actually use.
Use cases
Would this actually happen in your week?
Pipeline stages
New → Talking → Quoted → Paid. Drag or update.
Monday standup looks at one board.
Deal notes
What they asked, what you promised. Stays on the deal.
The next person does not re-ask.
Invoice from a deal
Open General / GST from the won deal. Buyer fields copy over.
Quote and deal stay in sync.
How to use it
The same screens you will click after you sign in.
Recreated from the live product so you can follow along before you create an account. Red circles mean a count or a remove — they are not decoration.
2
Create a deal
Value, stage, owner.
Sales · Step 2
Value, stage, owner.
3
Attach a contact
The WhatsApp thread and the deal share that person.
Sales · Step 3
The WhatsApp thread and the deal share that person.
4
Update stage or collect
Won can mean a UPI link or a GST invoice.
Sales · Step 4
Won can mean a UPI link or a GST invoice.
Usually next
Contacts
The shared book used by WhatsApp, SMS, email, calling, CRM, and ads.
See how it works →
Collections
UPI requests and payment status next to the contact who owes you.
See how it works →
General / UPI
UPI pages, GST invoices and quotations, QR codes, and review gating — money and paper in the same OS.
See how it works →