Leads & pipeline

Every lead has a stage and an owner

Deals are created right from the chat and given a value. Kanban or table pipelines show their stage, stage automations set reminders and send messages, and every version of a negotiated quote is recorded until it's accepted.

List your business for free See pricing

MTPT Mitra TeknikConex Chat · WhatsApp

We need a quote for 30 AC units for our new office.

Your teamCertainly. Could we do a site survey on Thursday?

Sure. Please include the installation cost.

Your teamWill do. I'll send the full quote after the survey.

B2B deal · "Survey" stageReminder Thursday 09:00 · owner: Andi

Illustration with sample data

Real challenges

What often happens without a system

Leaky leads

Interested buyers never get followed up.

Unclear lead ownership

Two sales reps contact the same customer, or nobody does.

Negotiations with no paper trail

Agreed prices are hard to trace.

Before vs after

What changes with Conex Bisnis

Before With Conex Bisnis

Leads are kept in each rep's own notebook.Deals are created from chat and visible in a shared pipeline (Pro).

Leads are assigned unevenly.New chats are assigned round-robin or by workload (Pro).

Follow-ups depend on memory.Stage automations set reminders and send messages (Pro).

Quotes are sent as plain text.Quotes and negotiation versions are saved, then become orders.

Solutions

Mapped to Conex features

Kanban & table pipeline

Deal values by stage, with service, product, wholesale/B2B, pre-order, or blank presets (Pro).

Team, contacts & broadcasts

Deals from chat

Create deals right from the customer profile panel (Pro).

Team, contacts & broadcasts

Stage automations

Add a label, hand off to a team member, set a reminder, or send a message when a deal changes stage (Pro).

Team, contacts & broadcasts

Quotes & negotiation

Negotiation changes quantities or items, and every version is saved.

All the way to checkout

Assign leads to sales reps

Round-robin or least busy (Pro).

Sales

Bos AI for stalled deals

Bos AI flags stalled deals and suggests next steps (Pro).

Answered by AI

Sample flow

From the first chat to completion

Illustrated flow with sample data.

1
A lead comes in from chat or a quote request
2
Sales creates a deal and sends a quote
3
Stage automation sets a survey reminder
4
The negotiation is accepted and the deal is marked won

Conex Bisnis sales pipeline board with deal stages — Sample screen with illustrative data.

Get started in 15 minutes

Setup checklist

Real steps in the business.conex.chat dashboard.

Register at business.conex.chat with your WhatsApp number, choose your business category, then fill in the name, address, and map pin.
Open Integrasi › Kanal chat (Integrations › Chat channels), choose WhatsApp, then scan the QR code from your phone or enter the 8-letter code.
Pro create a pipeline from a preset (services, products, wholesale/B2B, or pre-order) in the Pipeline menu.
Invite staff in the Tim & Peran (Team & Roles) menu, then share the invite link via WhatsApp.
Pro set up stage automations, such as a follow-up reminder 2 days after a quote.
Pro turn on Bos AI in the Bos AI menu with the "Saya setujui dulu" (I approve first) mode.

Features by plan

What you get on Free and Pro

No quota numbers here; each plan's quota is shown in the Paket & Kuota (Plans & Quotas) menu.

Free No time limit

Pro Everything in Free, plus

Pro Rp149.000/month or Rp1.490.000/year. Compare plans

Good to know

Bos AI reportsBos AI's daily report arrives as a notification in the dashboard. Reports via WhatsApp aren't available yet.
PresetsThere are no pipeline presets for property or education yet. Start from a blank pipeline and set up your own stages.

FAQ