Give promising conversations a place to grow.
Turn the right chats into leads. Keep the owner, deal stage, notes and next action together, from the first enquiry to the final decision.
- Assign lead owners and stages
- A next action with a due date
- Reports on pipeline and lead health
New2
Owner · Sam
Prepare proposal
Owner · Sam
Confirm requirements
Interested1
Owner · Sam
Prepare proposal
Quoted1
Owner · Sam
Prepare proposal
Give each lead an owner and a next step
A pipeline is only useful when someone owns each lead and knows what happens next. Zenkoo keeps that explicit.
Keep contacts and leads distinct
Your directory can include customers with or without a stored conversation. Qualify the relevant ones as leads instead of filling the pipeline with everyone who ever messaged.
Record ownership and progress
Choose a responsible teammate and a stage: New, Contacted, Interested, Quoted, Won or Lost. Optional deal value, currency and expected close add context without slowing the next action.
Make the follow-up specific
Add a task with an owner and due date. Review overdue work, reschedule when plans change, and record what happened when completing it.
Review the pipeline honestly
The board and per-rep reports surface active leads, overdue tasks and missing next actions. Reports describe the current stored pipeline, not a forecast.
From conversation to closed lead
Qualify a lead
Turn a relevant contact or conversation into a lead — not every person who messaged the business.
Assign owner and stage
Give the lead a responsible teammate, a stage, notes and an optional deal value.
Set the next action
Add a follow-up task with a due date, then reschedule or complete it with an outcome.
Review lead health
Use reports to spot leads with no owner, no next action, or overdue tasks — rep by rep.
Lead management questions
Does every WhatsApp contact become a lead?
No. You qualify the conversations that belong in your pipeline. Contacts and sales leads stay distinct so the pipeline reflects real opportunities.
Does creating a task send a WhatsApp message?
No. Tasks are internal work items with an owner and due date. Creating one does not schedule or send anything to the customer.
What stages are available?
New, Contacted, Interested, Quoted, Won and Lost. Lost captures a reason so the team can learn from it.
Are the reports a forecast?
No. Reports describe the current stored pipeline — active leads, overdue tasks and missing next actions — not historical attribution or forecasting.
Put your next sales conversation in context.
Start with an eligible WhatsApp Business number. Zenkoo is free during early access; setup and available history depend on your number and approved access.