CRM & lead pipeline
A CRM that starts where the conversation does.
Leads arrive on WhatsApp, so the CRM should too. Create a lead from a chat in one click, or let it be created automatically from an ad click or a keyword.
In short
A WhatsApp CRM stores your contacts and leads next to their chats. Ten Digit gives you a lead board and table with custom stages, owners and an activity timeline, contact profiles with custom fields and follow-ups, and tags and segments you can reuse in broadcasts.
Available on: Start Up, Essentials and Enterprise
What you get
CRM & lead pipeline, in detail.
Lead board and table
Drag leads across stages on a board, or switch to a table with filters. Stages are yours to name, colour and reorder.
Owners and activity timeline
Assign leads to teammates and see every stage change and note in one timeline.
Create leads anywhere
Mark a chat as a lead, convert contacts one at a time or in bulk, add a lead by hand, or let bots and rules create them.
Contact profiles
Custom fields, tags, opt-in tracking, follow-ups and a pipeline stage for every contact.
Segments and groups
Save audiences by tag, field or lead stage and reuse them in broadcasts.
Import and export
Bring contacts in from a file and export your data when you need it.
How it works
Up and running in 3 steps.
- 1
Capture the lead
From a chat, a bot, an ad click or a keyword rule.
- 2
Move it through your stages
Assign an owner, add notes and follow up.
- 3
Reach them again
Use tags and segments to target the right people in your next broadcast.
Common uses
Where teams use it.
- Sales pipelines
- Admissions and enquiry tracking
- Property enquiries
- Service request follow-up
FAQ
CRM & lead pipeline: common questions.
Which plans include the CRM?
The CRM is included from the Start Up plan upward. Free Forever includes contacts but not the lead board.
Can agents see only their own leads?
Yes. A user set to own-data access sees only the leads assigned to them or created by them.
Can I customise the stages?
Yes. Admins can add, rename, recolour and reorder stages.
Related features
Start your WhatsApp workspace today
Connect your number, invite your team and send your first message. The Free Forever plan needs no card.
Free Forever plan · no credit card