Pipeline and CRM
From the first message to the proposal, every customer in a pipeline stage.
Each conversation becomes a card. The profile keeps what the customer has said, the notes, the meetings and the proposals. And the proposal goes out as a PDF, with your brand, without leaving the conversation.
- Conversion by stage
- PDF proposal from the conversation
- Import your spreadsheet
The category
What is a conversational CRM?
It is a CRM where the conversation with the customer lives inside the sales record, not in a separate tool. XBASE is a conversational CRM with AI.
- 1
The customer reaches out
Anyone who messages you on WhatsApp is added as a contact.
- 2
The conversation becomes a card
Each conversation becomes a card in the pipeline.
- 3
The team moves it forward
Drag the card to another stage and reply without leaving it. Every conversation with an owner.
- 4
The proposal goes out from the conversation
Build it, generate the PDF and send it by WhatsApp or email.
No copy and paste
The conversation and the profile in the same place. No more copying from the conversation into a spreadsheet.
Your way
Pipelines and stages designed for how you sell.
Multiple pipelines
Create pipelines and stages for each type of sale and drag cards between them.
Tags
Tags on conversations, contacts and companies.
Companies and people
Organize customers by company, with the people at each one.
Prospecting lists
Keep prospecting lists separate from customers.
Spreadsheets in and out
Bring in the customer spreadsheet you already have (CSV or XLSX) and export whenever you want.
Satisfaction score
Track the satisfaction score (NPS) in the pipeline. The question is sent by an agent or an automation built with the expert team.
Questions from coordinators
What managers want to know, without asking each team member.
“Who took the customer who messaged yesterday?”
Where XBASE answers
The owner shows up in the conversation and on the card.
“Where does this quote stand?”
Where XBASE answers
The card shows the stage, and the conversation is inside it.
“How many quotes moved on to negotiation?”
Where XBASE answers
Conversion by stage shows how many conversations move from one stage to the next.
“Did we send the proposal yet?”
Where XBASE answers
The proposal is in the customer profile, along with the conversations and meetings.
“How many conversations are unanswered?”
Where XBASE answers
The overview shows the conversation volume and how many are unanswered.
Proposals and calendar
The proposal and the meeting come from inside the conversation.
The proposal comes from inside the conversation.
Build the proposal from a template, with one-time, monthly or yearly items and a discount for closing quickly. Generate the PDF with your brand and send it by WhatsApp or email, without leaving the conversation.
An honest limit
The proposal has no payment link or electronic signature.
Book the meeting while seeing open slots.
Book meetings on the team calendar while seeing the open slots, with no two customers at the same time. The calendar is XBASE's own.
How to start
The way you sell today, in the pipeline.
Step 01 of 05
Design the stages
On your own or with the expert team, who designs your sales pipeline with you.
Step 02 of 05
Bring your spreadsheet
Import customers from CSV or XLSX.
Step 03 of 05
Connect the channels
Official WhatsApp through Meta's API, and Instagram.
Step 04 of 05
Create the proposal templates
Items, recurrence and a discount for closing quickly.
Step 05 of 05
Invite the team
Set the roles and who sees what.
How the work is split
Automation opens. AI suggests. Your team closes.
Each part does what it does best, inside the same conversation.
Your team closes
Each conversation becomes a card in the pipeline. The team changes the stage, books the meeting and sends the proposal without leaving the conversation.
Explore Pipeline and CRMQuestions from people deciding
Questions about the pipeline and the CRM
In XBASE, the conversation and the profile are in the same place, anyone who messages you is added as a contact, and conversion by stage shows up without building formulas. An honest limit: a spreadsheet has no monthly fee and accepts any format. That is why XBASE exports to CSV or XLSX whenever you want.
Ready to organize your sales
Put every customer in a stage.
Create the account, bring the spreadsheet you already have and design the pipeline with the expert team.
Create account- Nothing to install
- WhatsApp through Meta's official API
- Implementation with a specialist