Every conversation can become a deal in the built-in CRM. The Kanban shows your pipeline as columns (stages) and cards (deals), one board per sector.
1. Set up your pipelines
- In Settings, open Sectors and pick the sector (for example Sales).
- Create the stages that match your real process, for example New lead → Qualified → Proposal sent → Negotiation → Won. Keep it to 5–7 stages.
- Choose the entry stage: where new conversations from each connection create their card.
- Prepare the lists your team will need, also in Settings: lead origins (where deals come from), loss reasons (why deals are lost) and task types (call, meeting, visit).
2. Work the deals
- Open Kanban and choose the sector.
- Open a card to see the contact, the conversation, tags, tasks and history.
- Fill in the deal value, the product of interest and the next step.
- Move the card to the next stage as the deal progresses.
- Create tasks with a due date for follow-ups, so nothing depends on memory.
- When the deal closes, mark it as won, or lost with a loss reason.
Tags add context to a card (Hot, Referral); the stage shows where the deal is. Use custom fields (Settings › Custom Fields) for structured data such as budget, city or preferred date.
3. Let automation move the pipeline
- AI agent: in automatic mode, tell it which stage to use ("when they ask for a proposal, move the card to Proposal sent"). See Set up your AI agent.
- Workflows: trigger actions when a card enters a stage, or when a deal has been stuck in a stage for a set time (minutes, hours or days). See Automations.
- BrAIn (from Growth): an AI sales manager that scores every lead from the conversation, flags deals at risk or leads waiting too long, suggests the next reply and sends the manager a daily summary.
4. Measure
Use Reports to follow conversion, response times and team performance. Consistent stages, loss reasons and lead origins are what make these reports useful.
Good habits
- One card per real opportunity; avoid duplicates.
- Record the loss reason every time: it's how you improve.
- Review stuck cards weekly.
- Keep stage names stable: the AI agent and automations find stages by their exact name.