PLATFORM · CRM & TICKETING

Pipelines for leads, support, sales, and onboarding.

Every conversation lands in the right pipeline automatically — Instagram, WhatsApp, Messenger, Web, SMS, Voice — all visible on Kanban boards your team can actually use. Tickets get routed, leads move through stages, and your sales team sees full conversation history alongside the deal.

Universal inbox
Kanban + list views
Native to every channel
CRM & PIPELINE FEATURES

Pipelines that run on conversations.

Automatically capture leads, route tickets, and manage every stage — directly from the channels your customers already use.

app.chitchatbot.ai/crm
ChitChatBot.ai Kanban CRM board showing multi-channel pipeline management with drag-and-drop stages
1

Kanban Pipeline Boards

Visualise your full pipeline with an intuitive drag-and-drop Kanban board. Move entries through stages in a click — create separate boards for leads, support, sales, or onboarding.

2

All-Channel Integration

Pipelines sync natively with WhatsApp, Instagram, Messenger, Web Chat, SMS, and Voice. Every inbound conversation lands in the right pipeline automatically — no manual import.

3

Automated Lead Capture

Add leads to pipelines and move them through stages directly from your chatbot flow builder. Built-in pipeline actions mean zero manual data entry from your team.

4

Smart Ticket Routing

Automatically assign tickets to the right agent or team based on channel, topic, language, or customer data. Faster resolutions — every time.

5

Unified Customer View

Every ticket and pipeline entry includes the full chat history, previous ticket history, and customer profile — all in one place so your team always has context before they reply.

Try the CRM free →
WHAT IT DOES

Six features that replace your separate CRM.

Multi-pipeline architecture means you can run lead funnels, support tickets, and sales follow-up — without paying for three different SaaS tools.

Multiple pipelines

Run separate pipelines for leads, support, sales, onboarding. Each team gets their own view.

API support

Push to HubSpot, Salesforce, Pipedrive natively. Or use webhooks to push anywhere.

Pipeline automations

Move entries between stages from chat actions. Trigger sequences when stages change.

Smarter routing

Route by language, postcode, intent, team availability. Right person, right time.

PIPELINE USE CASES

What teams build pipelines for.

Most clients run 3-5 pipelines in parallel. Here are the workflows we see most often across the customer base.

01 · LEADS

Lead qualification

New / Contacted / Qualified / Demo Booked / Won / Lost. The classic sales funnel.

02 · SUPPORT

Support tickets

Open / In Progress / Waiting on Customer / Resolved. SLA tracking built in.

03 · SALES

Sales follow-up

Discovery / Proposal Sent / Negotiation / Closed Won. Stage probability built in.

04 · ONBOARD

Customer onboarding

Kickoff / Setup / Training / Live. Time-in-stage tracked for SLA.

05 · REFERRAL

Referrals & partners

Referrer / Referred / Contacted / Signed Up. Attribution back to source automatically.

06 · RECRUITING

Hiring & recruiting

Applied / Screen / Interview / Offer. Candidate communication centralised.

07 · RENEWAL

Contract renewals

90/60/30 days out. Automatic nudges with conversation history for the AM.

08 · EVENTS

Event attendees

Registered / Confirmed / Attended / No-Show. Post-event follow-up automatic.

09 · RMA

Returns & RMAs

Requested / Approved / Received / Refunded. Customer kept informed via chat.

WHY THIS CRM

One inbox. One pipeline. One story.

Most teams patch together a chat tool + a CRM + a help desk. Our customers run all three from one place.

1 tool
VS. THREE
Chat platform + CRM + help desk in one. Less stack tax, less context-switching.
100%
CHAT CONTEXT
Every pipeline entry has full conversation history. Reps know what was said and when.
0 lost
MESSAGES
Universal inbox means nothing falls through the cracks. Every channel routes here.
DONE-FOR-YOU CRM SETUP

Want it configured properly?

We design pipelines, set up automation rules, integrate with your existing tools, train your team. Most teams are running properly within 2 weeks of kickoff.

WHY PARTNER WITH US
  • ✓ Pipeline design tailored to your sales process
  • ✓ Automation rules built and tested
  • ✓ Integrated with your existing tech stack
  • ✓ Team trained and onboarded within 2 weeks
  • ✓ Ongoing support and optimisation included

Replace three tools with one.

Chat platform, CRM, and help desk in a single workspace. Try free or have us configure it.

Integrated AI. Infinite possibilities.