5 docs tagged with "crm"

Every field stored on a Reepli contact record: identity, contact details, CRM status, score, AI summary, last activity, labels.

Reepli's Contacts module centralizes all your WhatsApp contacts in a lightweight CRM, driven by a 6-stage pipeline and an AI assistant that qualifies your leads automatically.

Filter your contacts in Reepli by status, score, labels, and last activity, and use those filters to build the audience of a WhatsApp campaign.

Track your leads end to end in Reepli with the 6-stage pipeline: new, qualified, quoted, followed_up, won, lost. Updated automatically by the AI assistant and advanced manually from the contact record.

Add, view, edit, and delete contacts in Reepli from dashboard.reepli.ai/contacts. List view, Kanban view, and detailed record.