In Repli, every WhatsApp enquiry can become a deal with a stage and a value, linked to the contact and their conversation — so your pipeline lives where the selling actually happens, not in a separate spreadsheet.
For the team side of the same workflow — assignment and handover — see the WhatsApp shared inboxpage.
Every open deal sits on a board grouped by stage, with its value visible, so you can see what is moving and what is stuck at a glance.
A deal belongs to a contact, and the contact holds the WhatsApp conversation, tags and notes — no copying details between tools.
Attach a dated task to the contact — call back, send a quote, check in — and overdue tasks surface first.
Save a filter like “quoted, not closed” as a segment and reuse it as the audience for an approved template campaign.
Conversations, campaign sends and replies, tasks and appointments appear in one dated timeline on the contact the deal belongs to.
When the customer replies, your team answers in the WhatsApp inbox with the deal, notes and tasks on screen.
An enquiry arrives on WhatsApp and becomes a contact. You add a deal with the quoted value, set a follow-up task for two days later, and move the deal along the board as the conversation progresses. If the lead goes quiet past 24 hours, you re-contact them with an approved template sent to the “quoted, not closed” segment.
Log each quote as a deal with its value and see at a glance which quotes are still open.
Longer cycles stay visible: stage, value, last message and next task on one record.
Open the board to review every open opportunity by stage and check the overdue task list for follow-ups that slipped.
It is a sales pipeline whose records come from WhatsApp conversations. Instead of re-typing enquiries into a separate CRM, each chat already is a contact, and the deal, its stage and its value hang off that contact.
For teams that sell in chat, this removes the gap between “the conversation” and “the pipeline” — they are the same record.
Deal stages are moved by your team, not automatically. Repli does not score leads, forecast revenue, or include a phone dialer or email sequencing — it is a WhatsApp-first pipeline, not a full sales suite.
Re-contacting a quiet lead after 24 hours requires a Meta-approved template, and Meta’s conversation fees are billed to your own WhatsApp Business account, separate from the Repli plan price.
This page covers the deal-tracking feature itself: the board, stages, values and tasks. The WhatsApp CRM for sales teams page covers the team workflow around it — several reps sharing one number, assignment and handover.
Each enquiry becomes a contact. You add a deal with a stage and value to that contact, and it appears on the deals board. Stages are moved by your team as the conversation progresses.
No. Stage changes are made by your team. Repli keeps the deal, its value, the contact and the conversation together so nothing is re-typed.
The Growth plan at ₹999/month. Pro+ (₹1,499) and Commerce (₹1,999) include it too. Creator and Pro are Instagram-only.
Yes, with a Meta-approved template sent to a saved segment such as “quoted, not closed”. Outside the 24-hour reply window, Meta only allows approved templates, and only to people who opted in.
No. Repli shows your deals by stage and value, but it does not score leads or forecast revenue.
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