Sales pipeline

See where every conversation stands in your sales process

Chats line up in columns by stage and you move them forward by dragging the card. The assignee, the label and the next step sit on the card itself.

A chat list is not a pipeline

A messaging app sorts chats by the latest message. The customer waiting on a quote slides below the three people who wrote yesterday and gets forgotten. Who is at which stage, who is handling them and when to follow up lives in a rep's head or in a separate spreadsheet.

The MyCRM board attaches that information to the chat itself. There is no separate "deal" record to create: the card is the conversation, and clicking it opens the messages. Telegram is the channel available today; WhatsApp is in development (coming soon) and Instagram follows after it.

How it works

Every workspace starts with five stages: New, In contact, Quote sent, Won, Lost. The owner and admins can rename them, recolor them, reorder them, add new ones or delete them.

On the board each stage is a column, and chats that have no stage yet sit in a No stage column. Drag a card to another column and the stage changes immediately, for you and for everyone else on the team. You can make the same change from the side panel of a chat in the inbox.

A card shows the chat name, a preview of the last message, the unread count, the number it belongs to, its first label, the assignee and the time of the last message. The column header shows how many chats are at that stage.

From new lead to won

New: a customer writes. The chat gets an assignee and a label for where the lead came from.
In contact: the rep asks about the need and writes what they learn into an internal note and custom fields (budget, city, product of interest).
Quote sent: the card moves to the third column and a reminder is set, for example "Thursday: ask about the quote".
The reminder comes due: a notification appears on the rep's screen and the chat opens in one click.
Won or Lost: the card is dropped in the last column. A label for the loss reason makes later filtering easy.

The CRM tools behind a card

Tool	What it does
Stage	Where the chat stands in the sale; the columns are built from these
Assignee	The team member handling the chat; you can filter the board by person
Labels	Free-form colored tags: source, product, priority, loss reason
Custom fields	Data you define yourself, as text, number, dropdown, date or link
Internal notes	Notes on the chat that the customer never sees, signed with the author's name
Reminders	Set with a date, time and note; they notify you on screen when due and can be snoozed by an hour or a day
Saved views	In the inbox, name and keep a filter combination you use often; admins can share a view with the team

Filters

Filters above the board narrow it down: one number, one assignee (or "Assigned to me" and "Unassigned"), one label. By default only private chats are listed; the Include groups toggle adds group chats.

Each column shows the 60 most recently active chats. If there are more, the remaining count is shown and the full set is in the inbox, filtered by that stage.

Members see only chats from numbers they have access to; with "assigned chats only", just the chats assigned to them.

Typical setups

Small sales team: the five default stages; each rep works from "Assigned to me" while the manager sees everything.
Agency: one number per client; the number filter turns each client's line into its own board.
OTC or trading desk: stages renamed to "Request, Quoted, Awaiting confirmation, Settled", with the amount and asset kept in custom fields.
Support: stages can describe issue status; for priorities and due times, support tickets fit better.

FAQ

Can I change the stages? Yes. The owner and admins add, rename, recolor and reorder stages in Settings. The five defaults are only a starting point.

Can a chat be in two stages at once? No, every chat has one stage. Use labels for anything that overlaps; a chat can carry as many labels as you like.

Can another system be notified when a stage changes? Yes. If you set up a webhook, a notification is sent to your URL whenever a chat's assignee, stage or labels change.

Can I set a reminder for someone else? Admins can create a reminder for another member and see the whole team's open reminders. Other members see only their own.