99%
Open rate on WhatsApp
Kanban CRM for WhatsApp leverages the most used channel in Brazil with a 99% open rate to ensure your messages are read.
Kanban CRM for WhatsApp: each conversation becomes a deal with stage and owner
An organized WhatsApp shows who contacted you. It doesn't show how many deals are open, their value, or which ones have been stalled for two weeks.
Our Clients Companies that trust the operation
+180k
Messages and media exchanged every day
+1,200
Companies that trust our solutions
+40k
Automations built on our platform
O que é CRM Kanban para WhatsApp
The Kanban CRM for WhatsApp by Nexloo organizes leads and deals in a visual Kanban-style pipeline integrated with WhatsApp. Take advantage of the most used channel in Brazil with a 99% open rate using professional automation and organized support through the Nexloo platform.
WhatsApp is a strategic channel for companies looking to connect with customers. With the Kanban CRM for WhatsApp, transform conversations on WhatsApp into business opportunities with quick responses, intelligent automation, and complete visibility of each interaction.
Results
Benefícios do CRM Kanban para WhatsApp
What changes when each WhatsApp conversation has a stage, value, and responsible person.
3x
More conversions through the channel
Engage leads directly on WhatsApp where they are already active, increasing response rates.
24/7
Active presence on WhatsApp
Automatically respond on WhatsApp at any time, ensuring no opportunities slip away.
60%
Reduced response time
Automation on WhatsApp resolves simple issues instantly, freeing agents for complex cases.
Features
Funcionalidades do CRM Kanban para WhatsApp
Recursos projetados para transformar o atendimento no segmento de whatsapp.
Drag-and-drop visual pipeline
Move deals between stages of the funnel 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 custom 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.
Comece a usar CRM Kanban para WhatsApp
Peça um diagnóstico gratuito e descubra como o CRM Kanban pode transformar seu atendimento.
Segments
Para quem é o CRM Kanban para WhatsApp
Operations that benefit the most from a CRM powered by WhatsApp itself.
Empresas com presença forte no WhatsApp
Negócios com 100+ mensagens/dia
High volume of messages on WhatsApp without automation causes delays and loss of leads.
Marcas que vendem via WhatsApp
E-commerces e serviços digitais
Potential customers on WhatsApp give up when they don't receive a quick response.
Equipes de suporte via WhatsApp
Times de 3-20 atendentes
Agents cannot manage the volume of tickets on WhatsApp manually.
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 WhatsApp
What's included in the plan for those selling via WhatsApp with a funnel.
Natively integrated WhatsApp CRM
Unlike generic CRMs, the Nexloo Kanban was built for messaging conversations from the ground up.
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 stalled.
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
Conversation is not a funnel. It's just conversation.
An organized WhatsApp shows who has talked to you. It doesn't show how many deals are open, how much they are worth, or which ones have been stagnant for two weeks — and that's what defines the month.
In practice
How the WhatsApp conversation turns into a monitored deal
The funnel is not a separate place where someone needs to remember to go. It is fed by the conversation itself, and it’s within the conversation that the seller moves the card.
The conversation creates the card
The first message generates the deal in the funnel, with contact, source, and time — without manual entry.
The stage changes by dragging
Qualified, proposal, negotiation: moving the card records the entry date and triggers the automation for that phase.
Each card has a next action
Date and responsible person remain in the deal. What expires today appears on the list of those who take care of it.
The funnel becomes a forecast.
Price per stage and conversion rate between them turn the board into a closing projection.
FAQ
Before assembling your funnel.
The most common questions about automatic card creation, stages, fields, and database import.
How does the Kanban CRM for WhatsApp work in practice?
The Kanban CRM for WhatsApp by Nexloo integrates directly with WhatsApp to organize leads and deals in a visual Kanban-style pipeline. The connection is made via the official API, leveraging the most used channel in Brazil with a 99% open rate. After the initial setup, all messages received on WhatsApp are processed by the Nexloo platform, allowing automation, distribution among agents, and intelligent responses. The customer experience remains native to WhatsApp, with no external redirects.
Can I test the Kanban CRM for WhatsApp for free?
Yes, we offer a 7-day free trial with all features of the Kanban CRM for WhatsApp enabled. The integration with WhatsApp is activated in minutes during the trial, allowing you to receive and respond to real messages through the channel. We do not require a credit card to start. The evaluation period is sufficient to demonstrate the benefits of automating WhatsApp with the platform. After the trial, affordable plans scale according to the volume of messages processed via WhatsApp monthly, with no surprises in billing.
Does the Kanban CRM for WhatsApp integrate with my other systems?
Yes, the Kanban CRM for WhatsApp was built to work within existing ecosystems. The integration with WhatsApp is just the starting point: via Zapier, webhooks, or RESTful API, connect also CRM, ERP, e-commerce platforms, and internal systems. Data from WhatsApp conversations flows automatically to your management tools, eliminating manual entry. For advanced scenarios using the most popular channel in Brazil with a 99% open rate, the API allows you to build custom automations that trigger actions across multiple systems simultaneously. Complete documentation and dedicated support are available.
How long does it take to set up the Kanban CRM for WhatsApp?
The integration of the Kanban CRM for WhatsApp with WhatsApp is completed in approximately 15 minutes for basic setup. The specific process involves scanning a QR code or connecting via API Business, defining an automatic greeting, and setting up distribution among agents. Advanced functionalities such as conditional automations based on user behavior on WhatsApp and CRM integrations may take 1 to 3 days of refinement. The platform includes a visual setup assistant specifically for WhatsApp and technical support that accompanies the entire implementation, ensuring correct operation of the integration from day one.
Are conversations via the Kanban CRM for WhatsApp protected and compliant with LGPD?
Yes, all communication processed by the Kanban CRM for WhatsApp on WhatsApp is protected with end-to-end encryption, leveraging even the native security of WhatsApp. The Nexloo platform adds extra layers of protection with role-based access control, automated consent logging, and data deletion mechanisms as required by LGPD. Conversations on WhatsApp are stored in certified infrastructure with regular backups. Configurable retention policies allow you to define how long data from WhatsApp interactions remains available.
What is the difference between the Kanban CRM for WhatsApp and traditional CRMs?
Traditional CRMs were not built for WhatsApp. The Kanban CRM for WhatsApp natively integrates with WhatsApp, automatically creating cards from conversations, logging message history, and allowing follow-up actions directly through the channel. A visual pipeline where sales originating from WhatsApp are managed with drag-and-drop, leveraging the most used channel in Brazil with a 99% open rate to close deals.
How long until I see results using the Kanban CRM for WhatsApp?
After setting up the Kanban CRM for WhatsApp connected to WhatsApp, the first results are immediate: response time drops drastically and no message goes unattended. In 1 to 2 weeks, metrics such as conversion rate and customer satisfaction on WhatsApp begin to reflect the improvement. The full impact on revenue and operational efficiency consolidates in 3 to 4 weeks, a period during which automations are calibrated and the team is fully adapted to the new workflow via the platform.
Last step
Where your WhatsApp forgets the deal
A short conversation to map how many negotiations are currently open in your WhatsApp without anyone knowing how many there are.
- 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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