How a WhatsApp Kanban CRM keeps every lead moving
A Kanban board is the simplest way to see where every conversation stands. Each chat becomes a card; each column is a step in your process.
Start with 4–6 columns
Too many stages slow you down. Start with New, In progress, Waiting for customer, Won and Lost, then refine.
Review the board daily
Spend five minutes each morning on cards that haven't moved. Those are the leads you're about to lose.
Use quick replies
Save the answers you type every day (prices, address, payment details) and send them with one click.