Keep each client on a record with a timeline, tasks, projects, orders, forms, tags and notes. Follow the client journey and the sales pipeline, which update each other both ways: a booked or completed deal moves the journey, and the journey moves the deal. Use client scoring, automations by stage and email audiences by stage, tag or source. Every WhatsApp conversation becomes a deal in the pipeline, and you can switch that off.
Measured clicks and campaigns on the client recordCampaign clicks are now counted, the client record shows one card per campaign, and you can send only to people who opened, clicked or did not open.Email Marketing, GoConverso, CRM
Frequently asked questions
Do I have to pay to use the CRM?
No. The CRM is included in the Free plan, with up to 100 clients and 10 deals in the funnel. Paid plans raise these limits.
Can I import clients from a CSV or Excel spreadsheet?
You do not import on your own. If you have a client spreadsheet, ask the GoConverso team, who do the import on request.
Is the Customer Journey only for paid plans?
No. The Customer Journey is available on every plan, including Free.
What does each journey stage mean?
Discovery, Engagement, Activation, Retention, Advocacy and Churned. A new client enters discovery, and the journey follows the sales pipeline when sync is on.
Do the journey and the sales pipeline update together?
Yes, in both directions, as long as the Sync with Journey switch is on. A scheduled or completed deal moves the journey, and the journey moves the open deal.
Does every WhatsApp conversation become a deal in the pipeline?
By default, yes. You can turn off the Auto-create from WhatsApp switch in Sales Pipeline > Settings.
Which lead sources does the pipeline have?
Ten: WhatsApp, Booking Form, Website, Referral, Social Media, Meta Ad, Walk-in, Manual, Imported and Chatbot.
Is client scoring on the Free plan?
Yes. The 0 to 100 score and the temperature of each client are on Free.
Where do I see a client's digital product purchases?
On the client record's timeline, with the Digital products filter. Only the account owner sees these cards.
What do the numbers on the contact card mean?
They are the counts of that contact's bookings, orders and digital products. With none, it says "No bookings or purchases".
Can I export a client's timeline?
Yes, as CSV or PDF, from the Timeline tab of the client record.
Works together with
WhatsAppReply to clients without leaving the dashboard
Hotmart ImportTurn your Hotmart buyers into contacts in your CRM