CRM

A CRM that fills itself from your lead sources and conversations

ENTALOP’s CRM collects leads automatically from ads, marketplaces, forms and conversations, stores everything you know about each contact, and moves them through pipelines your team can see. Because it is part of the same platform as your inbox and automation, every follow-up can happen from the record itself.

Lead sources that flow straight in

Connect Facebook Lead Ads, IndiaMART, TradeIndia, Google Forms, Contact Form 7, Typeform, Zoho CRM, call history, your phone’s contact book, business card capture or any system that can call a webhook. Leads from the website widget’s pre-chat form and ENTALOP’s own form builder arrive the same way.

CRM building blocks

Building blockWhat it is for
Contacts and super fieldsAny detail you need, from budget to batch to order history
Tags and segmentsGroups for targeted campaigns and automation conditions
Boards and cardsVisual pipelines such as enquiry → visit → negotiation → won
DepartmentsRouting rules, schedules and assignment strategies per team
Roles and permissionsWho can see and change which contacts and chats
CRM triggersActions when a contact is created or a field changes
Import and exportMove contacts in, and out with their super fields

The lead lifecycle

  1. Capture

    A lead arrives from an ad, marketplace, form or chat.

  2. Enrich

    A chatbot asks qualifying questions and saves the answers as super fields.

  3. Route

    The lead is tagged and assigned to the right department or person.

  4. Progress

    The card moves across the board as the deal advances.

  5. Follow up

    Drip campaigns and workflows keep the conversation going.

Already using another CRM?

You do not have to switch. ENTALOP can exchange data with Zoho CRM and Deskera, and with almost any tool through Zapier, Make, Pabbly Connect, n8n or webhooks. See automation.

CRM in practice

Step-by-step documentation

Frequently asked questions

Is this a full CRM or only for WhatsApp?

It is a CRM for all your customer channels and lead sources. The WhatsApp CRM page shows how it works with WhatsApp conversations specifically.

Can I see my sales pipeline?

Yes. Boards show contacts as cards that move through the stages you define.

Related pages

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