See how sales are going at a glance, which sources bring the best leads, and how each person is doing against their monthly target.
Contacts, open leads, won deals, conversion, forecast and response time.
Leads per day, pipeline by stage, leads by source, won vs lost, peak hours.
Monthly revenue and deal targets with a leaderboard and response times.
A morning summary of follow-ups, tasks, meetings, overdue invoices and cold deals.
Revenue won, conversations per day, stage conversion, peak hours, leads by source and label, top customers and lost reasons.
Deals won, revenue, replies, chats handled, average response time and tasks done — per person, against the targets managers set.
Deal, notes, tasks, labels and history of the person you're talking to — right next to the chat.
Learn more →Suggested replies from your own knowledge base and catalogue, summaries, lead extraction and translation.
Learn more →Drag deals through stages, forecast revenue, and keep every contact organised.
Learn more →Assign chats, see who is replying, and decide exactly what each person can see and do.
Learn more →Reminders, tasks, scheduled messages and automatic follow-up sequences that stop when the customer replies.
Learn more →GST quotes, orders and invoices from your catalogue, Razorpay payment links, recurring invoices and payment reminders.
Learn more →Live KPIs, revenue and conversion charts, team targets and a daily digest every morning.
WaPilot