A WhatsApp CRM where every conversation is already a lead.
New contacts get a status, a deal value and tags automatically. Move them from New Lead to Converted as the conversation actually progresses.
Sociolync includes a WhatsApp CRM: every new conversation on WhatsApp, Instagram or Messenger becomes a lead with a status, deal value and tags. Leads move through New Lead, Contacted, Quotation Sent, Follow-up, Converted or Lost, and can be converted into a customer record for quotations and invoices.
What you get
- Pipeline stages that match how quotations really move
- Deal value and tags on every lead
- Convert a lead into a customer record in one click
- Import and export contacts as CSV
Everything in Leads & CRM.
Automatic capture
No more copying numbers from chats into a spreadsheet.
Six clear stages
New Lead, Contacted, Quotation Sent, Follow-up, Converted, Lost.
Tags & filters
Segment for campaigns and sequences in seconds.
Deal values
See the money in each stage of the pipeline.
CSV in and out
Bring your existing list, export any filtered view.
Connected records
Lead → customer → quotation → invoice, all linked.
Up and running in three steps.
Conversations become leads
Every new contact starts as a New Lead.
Update as you talk
Change the status from the inbox side panel.
Convert and bill
Turn the lead into a customer and raise a quotation.
Leads & CRM: your questions
What is a WhatsApp CRM?
A CRM that captures leads from WhatsApp conversations and tracks them through a sales pipeline. In Sociolync it also covers Instagram and Messenger leads.
What lead stages does Sociolync use?
New Lead, Contacted, Quotation Sent, Follow-up, Converted and Lost, designed around how quotation-led sales actually move.
Can I import my existing contacts?
Yes. Import contacts from a CSV file, and export any filtered list back to CSV.
Can I see the value of my pipeline?
Yes. Each lead carries a deal value, so you can see what is in each stage.
Is the CRM a separate product?
No. It's part of every plan and shares the same contacts as the inbox, campaigns and invoicing.
Bring every conversation into one place
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