Sales pipeline (Kanban CRM)

A WhatsApp CRM that turns chats into deals

Most sales in India start with a WhatsApp message. MeAPI’s Sales pipeline lets you create a deal from any chat in one click and follow it on a Kanban board, from New lead to Won or Lost.

Stages, deal fields and pipelines are yours to define. Reports show pipeline value, weighted value, win rate, deals per agent, time spent in each stage and why deals were lost, so you know where sales get stuck.

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How it works

Create a deal from a chat
The Deals box beside every conversation creates a deal linked to that contact, with value and expected close date.
Drag it through your stages
Move cards between stages. Won and Lost ask for a reason so your reports stay honest.
Automate the routine
Flows can create a deal when a lead form arrives and move it when a payment comes in.

What’s included

Turn chats into deals on a drag-and-drop board: custom stages, deal value in ₹, owner, close date, won / lost reasons and reports.
Create a deal from any chat in one click
Win rate, pipeline value, time in stage
Agents see only their own deals

Businesses use it for

A real-estate agent tracking site visits and token payments
A coaching institute following enquiries until admission
A B2B supplier tracking quotes sent and orders won

Question

Does MeAPI have a CRM or sales pipeline?

Yes. The Sales pipeline is a Kanban board of deals with your own stages (New lead → Contacted → Qualified → Quote sent → Won / Lost by default). Create a deal from a chat in one click, drag it between stages, record why it was won or lost, and see pipeline value, win rate, deals per agent and time in stage. Flows can create and move deals automatically.