CRM Kanban

Your customers, in columns. Your AI moves the cards.

Every WhatsApp contact sits on one board. When your AI chatbot labels a customer as a hot lead, their card moves to that column by itself. No manual updating.

The board

Every customer, at a glance.

Each card shows the customer's labels, when they last messaged, and whether someone still needs to reply.

  • Up to 5 colour columns

    Name each column after a label, like New lead, Hot lead or Customer, and give it its own colour.

  • Drag and drop

    Move a customer to another column yourself whenever you need to.

  • Saved filter tabs

    Save the views you check every day as tabs above the board.

  • Live for the whole team

    Everyone sees the same board. Cards glow when they move, so nobody misses a hot lead.

Auto-move

The AI labels the chat. The card moves itself.

Link a column to a label. When your AI chatbot applies that label during a conversation, the customer's card jumps to that column without anyone dragging it.

  1. 1

    A customer messages

    They ask about price, COD or stock on WhatsApp.

  2. 2

    The AI adds a label

    Based on the chat, your chatbot tags them, for example as Hot lead.

  3. 3

    The card moves by itself

    It lands in the Hot lead column, glows for the team, and the move is saved in the contact's history.

  • Cards only move forward, never back to an earlier column.
  • Removing a label never moves a card.
  • Columns the AI can fill are marked with a sparkle icon.
  • Every automatic move is recorded as "by the AI".

Contact details

Click a card. See the whole story.

Open any card to see what has happened with that customer, without scrolling back through the chat.

  • Last message

    What the customer said last, and how much of the 24-hour reply window is left.

  • Blast history

    Every campaign sent to them, and whether it was delivered or read.

  • Stage history

    Each move between columns, and whether a teammate or the AI made it.

  • Label history

    Every label added or removed, with who did it and when.

Let your AI keep the board up to date

Set up your columns once. Your chatbot labels customers, and the board sorts itself.

CRM Kanban is included in the Business plan and the free trial.

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