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Keep every lead moving to a sale

Your own pipeline stages, a board to move leads across, and follow-up dates that show up on Home when they're due.

Lead pipeline board with leads in each stage, the agent on each card and overdue follow-ups flagged

What you can do

  • Stages that match how you sell

    Admins set the pipeline stages, and everyone moves leads across the same board.

  • Follow-ups that set themselves

    A lead entering an open stage gets a follow-up 3 days out. Change it to later today, tomorrow or next Monday in one tap.

  • Overdue on Home

    Home lists today's and overdue follow-ups, so nobody goes quiet by accident.

  • WhatsApp chats become leads

    Connect your WhatsApp Business number, answer chats inside Wakala360 and turn any chat into a lead with its history.

  • A booking page for clients

    Share a link where clients book a call, with your own meeting types and availability.

  • Saved replies

    Reusable messages with fields like the client's name and renewal date filled in.

Questions

Can we change the pipeline stages?
Yes. Agency admins edit the stages, and the board follows.
How does a WhatsApp chat become a lead?
Connect a WhatsApp Business number, then mark any chat as a lead or link it to an existing client.
Can I move a lead to another agent?
On Team, anyone whose permission set allows it can reassign a lead.

Related features

Try it on your own portfolio

7 days free on either plan. No payment details to start.