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Manage leads and sales

Know where every deal stands without scrolling back through chats.

Each deal sits right next to the chats, bookings and invoices behind it. A reply moves it on, a paid invoice marks it won, and Chip tells you which ones are going quiet. It's sales management software for small business, minus the spreadsheet.

Set up your pipeline See how it works

No need to set everything up on day one.

Free plan available, no card needed. Or book a demo.

The problem

Leads don't get lost. Their context does.

A lead messages on WhatsApp, books a call through a link, gets a quote by email and pays by bank transfer. Each step happens in a different app, so the deal in your spreadsheet is always a step behind.

When someone asks where a deal stands, you scroll back through chats to find out. When a teammate takes over, they start from nothing.

What you get instead

  • One pipeline you can trustDeals sit on a board with your own stages, each linked to its contact and company.
  • Deals that move themselvesA customer reply moves a deal out of the first stage. A paid invoice marks it won.
  • The conversation beside the dealEmail, WhatsApp and website chat land in one inbox, on the same customer record.
  • A fair idea of what will closeThe forecast weights open deals by stage, and Analytics shows where won deals came from.
How it works

Three steps to get going.

Step 1 · Moves itself

Let replies and payments move deals for you.

Each rule can move the deal on its own, wait for your approval, or just suggest the move. Switch off "Keep it current automatically" on a pipeline and every rule becomes a suggestion.

  • A reply moves the deal off the first stage
  • A booked meeting moves it to the second stage; a proposal or quote sent, to the third
  • Signed or accepted: the last open stage. Invoice paid: Won
More about Sales pipeline & deals
Step 2 · Customer panel

Reply with the whole customer in view.

The panel next to every conversation shows the customer's stage, owner, lead score, bookings and form answers. Create a deal, add a task or book a meeting without leaving the thread.

  • Create deal, Add task, Schedule meeting, Start workflow
  • Create proposal and Request e-sign from the thread
  • Snooze a conversation until it matters again
More about Inbox
Start to finish

From first message to paid invoice.

A deal starts with a conversation and ends with a payment. Both happen in startbuddi, so the pipeline always knows where things stand.

A new lead gets in touch

  1. They message you

    On WhatsApp, email or website chat. Chip suggests creating a deal.

    InboxCreate deal

  2. They book a call

    They pick a time from your booking link, and the booking shows on their record.

    Bookings

  3. The deal moves forward

    Replies move it on, a stage change can start a follow-up, and you drag it the rest of the way.

    PipelineAutomations

  4. They pay the invoice

    The deal is marked won on its own, with the reason in its history.

    InvoicesPaystackStripe

  5. You see what worked

    Analytics shows where your won deals came from.

    Analytics
Won, with the whole story on the record

One person, one record, the whole way through.

In the app

Watch it, then look around.

The startbuddi CRM: manage clients and sales pipelines · 5:08. The video loads from YouTube when you press play.
The pipeline board, with deals grouped by stage.
The customer inbox, with conversations from several channels in one list.

Screens show sample data.

Questions people ask

What is sales management software?
Software that keeps track of every lead and deal from first contact to payment. In startbuddi the pipeline, the customer inbox, bookings and invoices share one customer record, so you can see what happened and what comes next.
Can I have more than one pipeline?
Yes. Make one pipeline for new business and another for renewals, each with its own stages, and switch between them in one click.
Does a paid invoice really close the deal?
Yes. When an invoice linked to a deal is paid, the deal is marked won, and the move is written to the deal's history with the reason.
Is the pipeline on the Free plan?
Yes. The pipeline board is on every plan, including Free. WhatsApp, SMS and automations unlock on Starter, and Chip answering customers for you unlocks on Growth.
Can I move my deals over from another CRM?
You can import contacts from a CSV file, up to 10,000 at a time. Deals are not part of the import, so add your open deals to the board by hand. Direct connections to other CRMs are not available yet.

Set up your pipeline.

Put the deals you're working on today on the board, then connect the inbox your customers already write to.

Set up your pipelineBook a demo

Start with the one thing you need. The rest is there when you're ready.

Free plan available.