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EspañolPipelines, tasks and activities on boards
Organize what the team needs to do in Kanban or List, with every card linked to the conversation that created it.
The team's work outside the inbox
Conversations resolve the exchange. Boards make sure the next step actually happens.
Kanban or List
See the same board as a stage view or as a filterable list.
Card linked to the chat
From the card you open the conversation that started it.
Boards per team
Sales, Purchasing, Billing: a board for each team.
Custom stages
Prospecting, Qualifying, Meeting, Proposal or whatever fits.
Overdue alerts
Anything past its due date is highlighted on the board.
Search and export
Filter by folders, find any item and export the data.
A board to track, a list to work
The same board changes shape depending on the question you need answered. And when the topic leaves the platform, you export.
- Multiple boards in the same account, each with its own stages
- Cards with a code, title, description and owner
- An individual task board for every user
- Export items to track them outside the platform
Sales pipeline
Prospecting 2
Follow up on the form submission
AnnaSend the updated catalog
BrunoProposal 1
Review annual plan pricing
CarlaFrom a blank board to a running process
Four steps to get the process out of the team's head and onto a board everyone can see.
- 1
Create the board
Give it a name, pick the team in charge and the board is instantly available to all of them.
- 2
Set the stages
Build the columns of your process, like Prospecting, Qualifying, Meeting and Proposal.
- 3
Move the cards
Each item moves along as the work happens, with a code, an owner and a link to the conversation.
- 4
Track the progress
See what's stuck, what's overdue and export the data when you need to analyze it elsewhere.
A board to track, a list to work
The same board changes shape depending on the question you need answered. And when the topic leaves the platform, you export.
- Switch between Kanban and List view on the same board
- Search by title and filters to land straight on the right item
- Folders to separate boards by area or type of work
- Export items according to the filters you applied
List view
- SP-2Send the updated catalogOverdue
- SP-4Book the intro meetingToday
- SP-3Review annual plan pricingIn 3 days
About boards
As many as your operation needs. It's common to have a Sales Pipeline for the sales team, an Orders board for Purchasing and individual task boards per user.
No. Each board has its own stages and you build the columns around the team's process. Prospecting, Qualifying, Meeting and Proposal is just a common example.
The board highlights anything past its due date, so you can see what stalled without opening card after card.
Yes. From the card you open the conversation that started it, with the full chat history preserved.
Get your pipeline running
Create your first board, set the stages and bring conversations into the team's process.
- No credit card
- Set up in 5 minutes