Sales teams

Every lead sits at a stage, and every conversation has an owner

Connect your sales numbers to the panel, place chats in stages on a board, tie follow-ups to reminders and see how fast each rep replies.

The real problem in sales teams

If you sell through a messenger, your pipeline already exists. It is hidden inside the chat list. But a chat list does not behave like a pipeline: whoever wrote last is on top, and the customer who asked for a price three days ago and is still waiting slides out of sight.

The gaps are always the same. Which lead is at the quote stage lives in a rep's head. The customer who said "I'll get back to you next week" is never contacted, because next week nobody remembers. Budget and lead source are kept in a separate spreadsheet that is rarely up to date. And when a rep goes on holiday, whoever covers for them has to read the whole conversation from the top.

MyCRM turns the conversation itself into the sales record. Today it works with Telegram: personal numbers, groups, channels and bots. WhatsApp is in development and coming soon; Instagram follows after that.

How MyCRM handles it

Every chat at a stage: place conversations in stages you define yourself, such as new, in discussion, quote sent, awaiting payment, won. The board shows them column by column. More on the sales pipeline.
An owner for every chat: assign a conversation to a rep. If you prefer, a rep sees only the chats assigned to them, and two people stop writing to the same customer.
Follow-up reminders: "write again on Friday" becomes a reminder on the chat. The panel reminds you when it is due, so the follow-up does not depend on anyone's memory.
Labels and custom fields: keep budget, source and product of interest on the chat itself. No separate spreadsheet to maintain.
Internal notes: write down what was said on the call, the discount you offered or the customer's objection. The team sees notes; the customer does not.
Saved replies: write the price list, delivery terms and payment details once and reuse them in any chat.
Response speed, measured: see first response time per rep and per number, with chats waiting for a reply listed separately. More on messaging analytics.

What you need and where it is

Need	Where in the panel
Which lead is at which stage	Board
Who handles this customer	Inbox → chat assignee
Not missing a follow-up date	Reminders
Budget and lead source	Custom fields on the chat
Response time per rep	Reports
Customers waiting for a reply	Reports → waiting chats

How a deal moves through the panel

A customer writes and the chat appears in the shared inbox. A manager or a rep assigns an owner and puts it in the "new" stage.
After the first conversation the rep fills in source and budget and adds a label.
Once the quote is sent, the chat moves to the "quote sent" column and gets a reminder for two days later.
When the reminder is due, the rep follows up and writes the key point of the conversation in an internal note.
When the deal closes, the chat moves to the final stage. The manager opens the board and sees how many chats are waiting in each column.

When a rep is away, reassign the chat. The stage, notes and fields travel with it, and the new owner continues from where things stood. How access is limited is covered in team permissions.

Getting started

Sign up, connect your sales number, define your stages and place your open conversations on the board. By the end of the first day your pipeline lives on the board instead of the chat list. Start the trial, or read the Telegram details at telegram.mycrm.sh.

FAQ

Can we define our own stages? Yes. Stages belong to your workspace, and you name and order them to match your sales process.

Does every rep have to write from their own number? No. Both setups work: connect a separate number for each rep, or have several people answer from one sales number. Permissions are set per number.

Can we export our customer data? Yes. CSV export is available, and you can set up webhooks to send events to your own system.

Can we track leads from WhatsApp as well? Not yet. WhatsApp is in development and coming soon, and Instagram comes after it. Telegram is the live channel today.