Sales Pipeline & CRM
Streamline your sales process, track every deal, and convert conversations into revenue with our integrated Kanban-style pipeline.
Visualize Your Entire Sales Journey
Stop losing leads in endless chat threads or disconnected spreadsheets. OrelFlow’s Pipeline View transforms your chaotic inbox into a structured, visual sales funnel. By utilizing a drag-and-drop Kanban interface, your team can instantly see where every prospect stands—from the initial “New Inquiry” to the final “Closed Won.”
This visual clarity allows sales managers and agents to prioritize high-value conversations immediately. Instead of guessing which leads need attention, your team can focus their energy on prospects moving through the critical stages of your custom-defined pipeline, ensuring no opportunity ever slips through the cracks.
Designed for flexibility, the pipeline adapts to your specific business model. Whether you are selling real estate, software, or retail products, you can customize stage names, colors, and criteria to match your internal workflows perfectly. This brings structure to the unstructured world of messaging.
Automate Stage Progression with AI Agents
Manual data entry is the enemy of sales productivity. With OrelFlow, your pipeline integrates deeply with our AI Flow Assistant and Chatbots. You can configure automation rules that automatically update a lead’s stage based on their behavior, specific keywords, or interactions within the chat.
For example, when a potential customer selects “Request Pricing” in a WhatsApp flow, the system can instantly create a deal card, assign a monetary value, and move them to the “Qualified Lead” column. This triggers an immediate notification to your sales team, ensuring that hot leads are addressed while their intent is highest.
Furthermore, our RAG AI Chatbots can handle the initial qualification process entirely. The AI can ask budget and timeline questions, populate the data fields in the pipeline card, and only hand off the conversation to a human agent once the lead has reached a specific stage of maturity.
Real-World Applications
Lead Qualification & Filtering Automatically segregate serious buyers from casual browsers. Use AI flows to tag high-intent leads and move them to a “Priority” pipeline stage for immediate agent attention.
Deal Value Tracking Assign monetary values to every conversation. Visualize your projected revenue at a glance and focus your team’s efforts on the highest-value opportunities currently in the funnel.
Automated Appointment Booking When a client books a demo via Google Calendar or Zoho integration, the system automatically advances their deal card to the “Meeting Scheduled” stage and triggers a confirmation message.
Agent Routing & Handoff Seamlessly transfer deal cards between departments. A “Support” ticket can be converted into a “Sales” opportunity and routed to the correct account manager without losing context.
Stalled Deal Reactivation Identify leads that have remained in the “Negotiation” stage for too long. Automatically trigger re-engagement templates or WhatsApp broadcasts to nudge them toward a decision.
Abandoned Cart Recovery For eCommerce, automatically create a pipeline entry for users who abandon carts. detailed tracking allows agents to intervene personally with discounts to recover lost revenue.
Post-Sale Onboarding The pipeline doesn’t end at the sale. Automatically move “Closed Won” deals to an “Onboarding” stage to trigger welcome sequences, document delivery, and customer success protocols.
Churn Prevention Monitoring Track high-risk renewals in a dedicated pipeline. Monitor engagement metrics and prompt account managers to reach out proactively before a subscription expires.
