A conversation becomes a deal you can see.
The quote in the WhatsApp chat, the “let me think about it” on Instagram, the yes by email: Ovelty turns them into leads with a stage, an owner and a value, without anyone copying anything into a spreadsheet.
A pipeline that lives where the selling happens
Most CRMs ask you to leave the conversation to record it. This one is on the same screen.
Made from the conversation
One click on a chat makes a lead that keeps the thread. The customer, the channel and the history come with it.
Your own stages
New, quoted, booked, won: whatever your business calls them, in the order it works. More than one pipeline if you need it.
An owner and a value
Every lead belongs to one person and carries a value, so the pipeline adds up to a number someone is responsible for.
Payments on the lead
Price, discount, deposits and payments, noted on the deal. What was agreed, what was paid, what is still owed.
Won and lost, with a reason
Close a lead as won or lost and see later why deals are lost and where the won ones came from.
Follow-ups that happen
Tasks and dates on the lead, the next appointment in view, and automation for the steps you always repeat.
From first message to paid, in one record
The conversation
A question on WhatsApp, Instagram, Messenger, Telegram, email or your website, answered by a teammate.
The lead
Made from the chat with a value and a stage. It moves as the conversation moves, with the same owner.
The visit and the payment
Book the appointment from the lead, note the deposit, mark it won when the balance is paid.
Reports come with it. Pipeline by stage and owner, won revenue by month, where leads come from, and which channel brings the deals. Every list exports to CSV.
Good to know
Where does a lead come from?
From a conversation, with one click, or by hand. The lead keeps the thread it came from, so the chat and the deal are one record.
Can I use my own stages?
Yes. The pipeline uses the stages your business uses, in your order, and you can run more than one pipeline for different kinds of work.
What happens when a lead is won?
You record the price, a discount if any, and the payments as they come in. The lead shows what was agreed, what was paid and what is still owed.
Does a lead have an owner?
Yes, one person, usually the one who answered the conversation. Reports show every owner's pipeline, and a lead can be handed over at any time.
Which plan includes leads?
Inbox + Leads at $39 a month, and Everything at $84. On a custom plan, Leads & Appointments is a $20 module on top of the $19 inbox.
See every deal your conversations are hiding.
Inbox + Leads is $39 a month: every channel, your pipeline, appointments and reminders. Create the account and make the first lead from a chat today.