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Sales CRM

A sales pipeline built around WhatsApp

Track every deal on a drag-and-drop kanban board, linked to the conversation it came from. Assign owners, set reminders and let stage changes trigger the next step.

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  • 14-day free trial
  • No credit card required

  • Kanban pipelines

    Drag deals between the stages you define, from first enquiry to won.

  • Chat-linked deals

    Open the WhatsApp conversation behind any deal without switching tools.

  • Follow-ups on time

    Tasks and reminders keep every follow-up on its owner's list until it's done.

Pipelines

See every deal at a glance

Create pipelines for each product line or team, define your own stages and move deals across the board as they progress.

  • Multiple pipelines with custom stages
  • Drag-and-drop kanban board
  • Deal value and owner on every card
  • Filter the board by owner or stage

Conversations

Deals and chats in the same place

Create a deal from any conversation in the inbox. The chat history stays attached, so whoever picks it up has the full context.

  • Create deals from the inbox
  • Chat history attached to each deal
  • Owner assignment for every deal
  • Contact attributes beside deal details

Automation

Let stage changes do the busywork

When a deal moves to a new stage, send a template message, create a task or notify the owner. Reminders keep follow-ups on schedule.

  • Automations on stage change
  • Tasks with due dates and reminders
  • Send a WhatsApp template when a deal moves
  • Notify owners when a deal is assigned

How it works

Get started with Sales CRM

  1. Set up your pipeline

    Name your stages and decide which deal values you want to track.

  2. Create deals from chats

    Turn an enquiry into a deal from the inbox, with its conversation attached.

  3. Assign and follow up

    Give each deal an owner, add tasks and set reminders.

  4. Automate the handoffs

    Trigger messages and tasks when deals change stage.

FAQ

Sales CRM questions

Not for WhatsApp-led sales. Parlo includes pipelines, deals, tasks and reminders linked to your conversations. If you already use another CRM, webhooks in flows and forms can pass lead data to it.

Yes. Create separate pipelines for different products, regions or teams, each with its own stages.

It can send a template message to the customer, create a task or notify the deal owner when a deal enters a stage.

Yes. Each deal has a value, so you can see what sits in each stage and report won revenue in Analytics.

Keep exploring

Works even better together

Try Sales CRM free for 14 days

Connect your number, import your contacts and send your first message in an afternoon.

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