Message a customer first, and keep the sales card in the chat

Start a chat with an approved template, change the stage without leaving the conversation, and filter your customers by stage.

In Inbox, press ＋ New message. Type the phone number or pick a customer.
Pick an approved template and send it. If you already have a chat with that number, Boss opens the old one. Once the customer replies, you can type freely for 24 hours.
In a chat, press 📈 Sales card to change the stage, the deal amount or the next follow-up without leaving the conversation. On a phone it opens from the bottom.
In a chat with someone new, press 📈 Add to sales pipeline. They go into your customer list and get a card in one tap.
The sales card shows in the chat, on the contact and on the customer page.
On the customer list, the Sales stage bar filters by stage. Not in the sales pipeline yet shows the people who have no card.