Stages beside the thread
See New, In Progress, and Converted without leaving the chat that created the lead.
Pipeline
CRM workspace
Turn conversations into structured pipeline work. Stages, conversion, tasks, and files stay in the same tenant as inbox and publishing.
Leads
KanbanTable
New Leads
1
Maya Putri
Putri Home Goods
NewWhatsAppInboxSLA · 12m
Assignee: Unassigned
In Progress
1
Andi Wijaya
Wijaya Infra
In ProgressWhatsAppInboxSLA overdue
Assignee: Dewi (Rotator)
Open inbox
Convert Project
Read-only1
Rina Santoso
Santoso Retail
ConvertedInstagramInboxSLA met
Assignee: Rina (Manual)
View customer
Chat becomes a lead. The board stays beside the thread.
Leads
KanbanTable
New Leads
1
Maya Putri
Putri Home Goods
NewWhatsAppInboxSLA · 12m
Assignee: Unassigned
In Progress
1
Andi Wijaya
Wijaya Infra
In ProgressWhatsAppInboxSLA overdue
Assignee: Dewi (Rotator)
Open inbox
Convert Project
Read-only1
Rina Santoso
Santoso Retail
ConvertedInstagramInboxSLA met
Assignee: Rina (Manual)
View customer
The problem
Leads should not live in a spreadsheet
A chat becomes a lead on the same screen. Convert it to a contact and a project, then assign the next owner before the thread goes cold.
Capabilities
What teams get
Pipeline work stays in the same tenant as the conversation that started it.
Convert in one flow
Turn a won conversation into a contact and a project while the history stays nearby.
Tasks and files on the record
Attach follow-ups and documents to the right lead, contact, or project — not a side spreadsheet.
Rotator-aware assignment
Route by role and seniority so ownership stays balanced across the roster.
How it fits
Capture. Move. Convert.
- 1
Capture the lead from the thread
Create a lead from WhatsApp, Instagram, or Messenger without leaving the inbox.
- 2
Move stages on the same board
Progress the lead through the pipeline while the chat context stays visible.
- 3
Convert when the work is real
Promote a won lead to a contact and project — then assign the next owner.
In the workspace
From chat to project
1
Capture the lead from the thread
The record opens beside the conversation.
2
Move stages on the same board
Kanban and inbox share one tenant.
3
Convert when the work is real
No export. No second CRM tab.
Use cases
Built for daily ops
Inbound
Inbound qualification
Capture a lead from WhatsApp and move it through stages without leaving Lootvm.
Delivery
Project kickoff
Convert a won lead into a contact and project with the chat history still nearby.
Ops
Team accountability
See who owns the lead and when the next follow-up is due.
Related products
Other parts of the Social Workspace that connect to this flow.