Every conversation, on the record. And in order.
As the AI chats, each lead fills itself in — contact details, stage, owner, and your own custom fields. Your team works a clean, sortable table instead of scrolling a hundred open chats. One click reopens the whole WhatsApp thread.
A busy inbox isn’t a pipeline. It’s a pile.
High-consideration buyers take days to decide. Somewhere between the twentieth chat and the side spreadsheet, the follow-up gets lost — and so does the deal.
Captured. Organised. Actioned. Without the data entry.
Captured
Every WhatsApp conversation becomes a lead the moment it starts — contact details pulled in automatically, nothing typed by hand.
Organised
As the AI qualifies, it fills in the stage, the owner, and your custom fields. The lead lands on a clean table you can filter, sort and save as a View.
Actioned
Your team works the table top to bottom — reassign, update a stage inline, or click through to reopen the full WhatsApp thread and reply.
Your data, your way. Down to the column.
Start with sensible defaults. Then shape the table around exactly how your team sells — the fields, the stages, the views.
Custom fields
The default fields cover the basics. Add your own — programme, budget, preferred branch, child’s age, policy type — and the AI can fill them in as it qualifies. Track exactly what matters to your business, not a generic CRM’s idea of it.
Only the fields that matter, on screen
Show, hide and reorder columns so the table carries just the essentials for the day-to-day. The rest stays on the lead — one click away when you need it, out of the way when you don’t.
Saved Views
Filter to “hot leads, unassigned, replied this week,” sort by last activity, and save it as a View the whole team shares. Group by month, by stage, or by your own rules — everyone opens to the same organised starting point.
Inline editing & ownership
Move a lead to the next stage, assign an owner, update a field — right in the row, no page reloads. Everyone knows who’s responsible for the next step, and the change is live for the whole team instantly.
The thread is one click away
Structured data and the real conversation, never split apart. Open any lead and the full WhatsApp thread is right there — read the context, reply, and the lead’s details stay in view beside it.
Multiple pipelines
Sales leads, enrolment, renewals — each gets its own pipeline with its own stages and its own fields. One workspace, cleanly separated, so every team works the table that fits how they actually sell.
Teams whose customers take days to decide.
Tuition & enrichment
Track programme, level, preferred branch and trial date on every enquiry. See which parents are still deciding and which trials haven’t been booked — before the term fills up.
Clinics & aesthetics
Treatment of interest, quoted price, consult status — captured as the AI answers. No patient enquiry sits unassigned, and every consult has an owner chasing the booking.
Property & interiors
Long consideration cycles, high ticket. Track budget, unit type and viewing stage so a lead who went quiet for three weeks is easy to spot and easy to revive.
Travel & bespoke services
Custom quotes, back-and-forth over days. Keep the itinerary, party size and quote status on the lead so any agent can pick up the thread without losing a detail.
Multi-outlet teams
Route leads to the right branch, give each its own view, and keep head office looking at one table across them all. Ownership is clear no matter how many locations you run.
Any high-consideration sale
If your customers weigh the decision for days and message across channels, the pile grows fast. Leads Management turns that pile into a pipeline your team can actually work.
Questions you’re probably asking.
What teams want to know before they move their pipeline onto Exabloom.
No. Every WhatsApp conversation becomes a lead automatically, with the contact’s details pulled in from the start. You can also create leads by hand, import them, or have a workflow create them — but for inbound WhatsApp, there’s nothing to type.
Still have a question?
Ask us on WhatsApp →Stop working a pile.
Start working a pipeline.
We’ll wire up your WhatsApp, set up your pipelines and custom fields with you, and show you your leads organising themselves — in your onboarding call. Setup takes less than 24 hours.
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