New
IncomingFresh inbound from ads, forms, or organic WhatsApp messages.
Official WhatsApp Business API
Meta Tech PartnerLead pipeline
Pipeline & Lead Managementfrom first reply to closed deal
Track leads through stages with clear next steps — every WhatsApp conversation mapped to a pipeline column so sales knows exactly who to chase and when.
Kanban view
See every lead move stage by stage
Drag-free clarity: each contact sits in a column that matches your sales process. Filter by owner, source, or status without exporting to a spreadsheet.
Contacted
In progressFirst reply sent — waiting on customer response or qualification.
Qualified
HotBudget, need, and timeline confirmed. Ready for proposal or demo.
Won
ClosedDeal closed. Hand off to onboarding or repeat-order flows.
Hand-offs
When marketing passes the baton to sales
Campaigns and chatbots generate the lead; pipeline view tells sales where it sits and what was already said. Transfer threads with notes instead of re-asking the same questions.
- Move leads between stages as the conversation evolves
- Transfer ownership without losing message history
- Filter the board by agent, stage, or lead source
Why teams use it
Pipeline built on live chat data
Stage sync with inbox
Change a lead’s pipeline stage from the same screen where you reply — no tab switching between CRM and WhatsApp.
Owner assignment
Attach a rep to each lead so follow-ups, reminders, and escalations land on the right person.
Source & campaign tags
Know which ad, keyword, or broadcast produced the lead before you open the thread.
Next-step reminders
Mark what happens next — call back, send quote, book demo — so nothing stalls in limbo.
Conversation context
Full WhatsApp history stays on the card. Pipeline view is a lens, not a separate database.
Revenue visibility
Scan column totals to spot bottlenecks — too many stuck in Contacted means a script or SLA fix.
Outcomes
Fewer dropped leads
Every inbound thread gets a stage and an owner.
Faster follow-ups
Reps work from a sorted queue, not memory.
Clear hand-offs
Notes and history travel with the contact.
Seamless integrations for enhanced efficiency
Connect Boomly to the apps your team already uses — streamline workflows, keep data in sync, and run WhatsApp automation without switching tabs.
WhatsApp API
20+ web integrations
Cost effective
Customer support
Stop guessing who to call next see the board
Run WhatsApp sales from a pipeline that updates as chats happen — not a static export you reconcile at midnight.
FAQ
Frequently asked questions
It is a kanban-style board where each WhatsApp contact sits in a sales stage — New, Contacted, Qualified, Won — with owner, source tags, and full chat history on the same record.
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