3x
More efficiency in prospecting and qualification
Kanban CRM for SDR automates repetitive processes to qualify leads for salespeople without manual effort.
Kanban CRM for SDR: the handoff to the closer carries context
The SDR uncovers size, pain, and urgency, passing this in a hurried written summary. The executive opens the call re-asking questions already answered.
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O que é CRM Kanban para SDR
The Kanban CRM for SDR from Nexloo organizes leads and deals in a visual Kanban-style pipeline integrated with WhatsApp, specifically focused on prospecting and qualification. Automate SDR processes that consume hours of the team’s time and transform low connection rates with decision-makers into an efficient and scalable operation.
Prospecting and qualification processes require consistency, speed, and continuous follow-up. The Nexloo platform delivers intelligent automation that allows leads to be qualified for salespeople without increasing headcount or sacrificing service quality.
Results
Benefícios do CRM Kanban para SDR
What changes in pre-sales when the handoff to the closer includes the context.
70%
Reduction of operational tasks
Eliminate manual activities related to prospecting and qualification and free your team for strategic tasks.
24/7
Continuous SDR operation
Prospecting and qualification processes work uninterrupted, capturing opportunities outside of business hours.
50%
Fewer operational errors
Intelligent automation reduces human errors in prospecting and qualification processes and standardizes operations.
Features
Funcionalidades do CRM Kanban para SDR
Recursos projetados para transformar o atendimento no segmento de sdr.
Visual drag-and-drop pipeline
Move deals between funnel stages with intuitive drag-and-drop and see progress instantly.
Funnel stage automation
Automatic rules move leads between columns based on actions, elapsed time, or scoring.
Enriched cards with history
Each card displays contact information, conversation history, and pending next actions.
Multiple customizable pipelines
Create separate funnels for different products, teams, or processes with customized stages.
Visual pipeline with drag-and-drop
Move deals between funnel stages with drag-and-drop and visualize the total value at each stage.
Automatic activity logging
All interactions via chat, email, and phone are automatically logged in the contact's history.
Funnel that arises from the conversation
The card is not created manually afterward: it appears when the conversation starts, already with the contact, the source channel, and the history attached. No one needs to remember to register anything.
Drag to change stage
Moving the deal from one column to another is done by dragging the card. The stage changes, the entry date is recorded, and the automation for that phase triggers — without an intermediate form.
Multiple funnels, one for each process
New sales, renewals, post-sales, and recovery have different stages and don't fit in the same framework. Each becomes its own funnel, with its own rules.
Custom fields by business
Tax ID, contract number, product of interest, source of referral. You define what needs to be recorded, and the field applies to all cards in that funnel.
Task with a date on each card
Every deal carries its next action and the date for it. What is due today appears on the responsible person's list; what has passed the deadline shows up in red for the manager.
Responsible for the card, not the queue
Each deal has an owner, and the owner appears on the card. Transferring means changing the responsible party — and the entire history goes along, without passing anything verbally.
Reason for loss is mandatory
A lost deal only leaves the funnel with a recorded reason. This list at the end of the quarter tells you if you lose due to price, deadline, or delay.
Automation by stage change
Did it go into "proposal sent"? Trigger the follow-up email and create the return task in three days. The rules are yours, and they run automatically.
Forecast for closing by stage.
Each stage has a probability, and the weighted value of the funnel comes from that. The forecast shifts from being a manager's guess to a calculation.
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Segments
Para quem é o CRM Kanban para SDR
Prospecting operations that benefit the most from a kanban funnel.
Companies with high SDR demand
SMEs with 50+ interactions/day
Low connection rates with decision-makers lead to productivity loss and results below expectations.
Teams that need to scale prospecting and qualification
Teams of 5-30 employees
Manual prospecting and qualification processes do not scale as the business grows.
Operations that require prospecting and qualification 24/7
Companies with off-hours support
Clients expect immediate responses, but the team only works during business hours.
Consultative sales with a long cycle
Starting from 3 users
They have negotiations that last weeks and go through several hands — and need to know where each one left off without asking anyone.
High volume lead operations
Starting from 3 users
They receive more opportunities than they can keep track of and lose them due to forgetfulness, not price.
Post-sales, renewal, and expansion
Starting from 3 users
They need a funnel separate from new sales, with its own stages and renewal timelines.
Professional services with a proposal
Starting from 3 users
They send budgets and rely on manual follow-up — which is exactly what disappears when the week gets busy.
Health and aesthetics with treatment plan
Starting from 3 users
They present budgets that are rarely approved on the spot and need to resume the conversation days later.
Real estate, vehicles, and high-value goods
Starting from 3 users
They work on few high-value opportunities, where losing track of one is costly.
Education and enrollments
Starting from 3 users
They have a concentrated season and need to know how many enrollments are at each stage before the window closes.
Billing and debt recovery
Starting from 3 users
Leads agreements with stages and deadlines that need to be monitored by time, not by memory.
Recruitment and selection processes
Starting from 3 users
They move candidates through stages of a process and need to see where each position got stuck.
What sets us apart
Por que escolher Nexloo para SDR
What's included in the plan for pre-sales teams.
CRM natively integrated with WhatsApp
Unlike generic CRMs, Nexloo's Kanban was built for messaging conversations from the start.
Automation without complexity
Visual automation rules that anyone can set up, without complex flows or coding.
Instant pipeline visualization
See in seconds where each deal stands, which need action, and which are stuck.
Centralized data in each card
All lead information, history, and next steps in one accessible place.
Ecosystem
Integrations that simply work.
Connect Nexloo to the tools you already run on, without friction — more than 5,000 apps available to extend your support hub and automate the work around it
Where the conversation flows to
- Parceiro OficialMeta
- Zapier
- HubSpot
- Salesforce
- RD Station
- Pipedrive
- API REST
Where the lead comes from, and where the team works after
- Mais pedidaMeta Ads
- Google Ads
- Meta Lead Forms
- Google Sheets
- Google Calendar
- Shopify
- Slack
What's changing
The meeting has been scheduled. The context has been left behind.
The SDR discovers size, pain, and urgency, and summarizes this in a hurried written note — when they do. The executive opens the call by reasking questions the lead answered twenty minutes earlier.
In practice
How the baton passes without falling to the ground
Pre-sales and closing are two teams looking at the same business at different times. The card ensures both see the same thing.
The lead comes with the source
Campaign, form, and channel stay on the card — the acquisition cost finds the result later.
Qualification becomes a field
Size, pain, and urgency enter as comparable data, not as loose text in a note.
The responsibility is transferred
Changing the stage and the owner carries the history along, without manual summaries.
The conversion is measured
The rates between stages show if the bottleneck is volume, qualification, or scheduling.
FAQ
Before separating pre-sale and closing.
The most common questions about qualification fields, change of responsible person, and conversion rates.
How does the Kanban CRM for SDR work in practice?
The Kanban CRM for SDR from Nexloo organizes leads and deals in a visual Kanban-style pipeline integrated with WhatsApp, specifically optimized for prospecting and qualification processes. When activated, the system automates prospecting and qualification tasks that previously consumed hours of the team’s time. Leads and interactions are processed automatically following configurable rules, while the team receives only the cases that truly require human attention. Real-time reports allow tracking of prospecting and qualification metrics and identifying continuous improvement points.
Does the Kanban CRM for SDR offer a free trial period?
Yes, Nexloo provides a 7-day full trial of the Kanban CRM for SDR so teams can validate the automation of prospecting and qualification in the real scenario of the company. During this period, it is possible to activate SDR flows, measure impact on productivity, and assess whether the solution meets their needs for qualifying leads for salespeople. We do not require a credit card or contract for the trial. After evaluation, we have plans that scale with the growth of the operation, charging proportionally to the actual use of the platform in prospecting and qualification processes.
Does the Kanban CRM for SDR integrate with other company tools?
Absolutely. The Kanban CRM for SDR was designed to connect with diverse business ecosystems that support prospecting and qualification processes. Native integrations via Zapier cover hundreds of popular applications. For internal systems, webhooks allow bidirectional communication with ERPs, SDR platforms, and proprietary databases. The documented RESTful API enables complex automations between the Kanban CRM for SDR and any system that supports HTTP, expanding possibilities for qualifying leads for salespeople in an integrated manner. All configurations come with technical support included in the plan.
How long does it take to set up the Kanban CRM for SDR?
The initial setup of the Kanban CRM for SDR takes between 10 and 30 minutes for basic activation of prospecting and qualification flows. Connecting channels, defining distribution rules, and customizing SDR messages are steps guided by the setup assistant. For advanced prospecting and qualification automations with conditional rules and external integrations, the complete process can take from 1 to 5 days depending on operational complexity. Ready-made templates for prospecting and qualification processes are available and can be activated with one click to speed up implementation.
Does the Kanban CRM for SDR maintain data security in prospecting and qualification processes?
Completely. Security is a priority in the Kanban CRM for SDR, especially in prospecting and qualification flows that handle sensitive information. The platform operates in compliance with LGPD, using encryption for all data traffic. Configurable permissions control who accesses each type of information in SDR processes. Native consent mechanisms, opt-out, and the right to be forgotten simplify regulatory compliance. Audit logs record each action for complete traceability in your company’s prospecting and qualification operations.
What is the difference between the Kanban CRM for SDR and traditional CRMs?
Generic CRMs cater to email sales with heavy interfaces. The Kanban CRM for SDR was designed for prospecting and qualification via messaging: a visual pipeline where SDR teams organize tasks by dragging cards between specific columns for prospecting and qualification. Direct integration with communication channels eliminates manual entry, and each card contains a complete history of relevant interactions to qualify leads for salespeople.
How soon will I see results using the Kanban CRM for SDR?
The first results from the Kanban CRM for SDR in prospecting and qualification processes are perceived within the first 24 to 48 hours of operation. The immediate reduction of manual tasks and the increase in the speed of prospecting and qualification are the quickest gains. Results in indicators such as conversion, satisfaction, and productivity consolidate between the second and fourth week of use, when automations are optimized and the team has already internalized the new processes. Companies with a higher volume of interactions tend to notice the return more quickly.
Last step
Where is your stick falls to the ground
A short conversation to map how much context is lost between your SDR and your executive.
- No credit card
- Set up in 5 minutes
- Cancel whenever you like
Request your free assessment
No commitment. One conversation to map where your operation is losing sales.
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