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Sales CRM Suite

Beyond messaging, WhatzCRM offers a full suite of traditional CRM tools to manage your sales pipeline.

1. Deals & Pipelines

Track potential sales through stages. - Kanban View: Drag and drop deals from "New Lead" → "Negotiation" → "Won". - Deal Value: Track expected revenue.

2. Proposals

Create and send professional proposals directly to customers. - PDF Generation: Auto-generate PDF proposals. - Status: Track when a client Views or Accepts a proposal.

3. Invoices

Manage billing and payments. - Create Invoice: Add line items, taxes, and discounts. - Share: Send the invoice PDF via WhatsApp with one click. - Payment Status: Mark as Paid, Unpaid, or Overdue.