One record, from the first message to the paid invoice.
Already run a CRM? We connect it. Need the whole thing? We set up a CRM & ERP around how your business works, tie it to your conversations, and stay to run it with you. Deals, orders, invoices and payments, with the chat that made them attached.
The chat wins the customer. Then someone re-types them.
The enquiry lives in WhatsApp. The quote is a PDF in someone's Downloads. The order sits in a notebook, the invoice in the accounts software, the payment in a bank statement. Four places, four versions of the same customer, and nobody can say what a conversation earned.
Keep the system you have, or let us set one up.
Both end the same way: one record per customer, every conversation attached, every deal traced to the message it started with.
We connect the CRM or ERP you already run.
Your system stays the source of truth. Big Funnel writes every conversation, lead and outcome back to the record you already keep, so nobody re-types a name and your reports stop lying.
- Leads and conversations land on the right record
- Deal stages and values stay in sync both ways
- Your team keeps the screens they know
We set one up around your business, and run it with you.
Contacts, pipeline, quotes, orders, invoices and payments, shaped to how you sell and bill. We build it, bring your existing records across, onboard your team, and stay on to run it with you.
- Your stages, your documents, your numbering
- Existing customers and open deals imported
- Your team on a workspace of its own
What your team works in every day.
A pipeline that matches how you sell, a record with its conversation attached, quotes and invoices from the same screen, and the month by source. Switch the tabs.
- Enquiry on WhatsApp: "What's the price for a 2BHK?"16 Oct 10:42
- Brochure and price list sent by Arjun16 Oct 10:43
- Quote Q-1042 sent on WhatsApp16 Oct 16:10
- Site visit booked for Saturday16 Oct 10:47
- Site visit done · order SO-0211 confirmed18 Oct 12:10
- Invoice INV-0318 sent · $2,00018 Oct 12:12
| Invoice | Customer | From | Amount | Due | Status |
|---|---|---|---|---|---|
| INV-0318 | Priya Raghunathan | WhatsApp · Diwali offer | $2,000 | 18 Oct | Paid |
| INV-0317 | Laura Ibarra | $2,000 | 17 Oct | Paid | |
| INV-0316 | Imran Sheikh | Walk-in | $12,500 | 22 Oct | Due in 4 days |
| INV-0315 | Aaron Novak | Meta ad | $3,500 | 12 Oct | 6 days late |
| INV-0314 | Daniel Silva | $2,000 | 11 Oct | Paid | |
| INV-0313 | Victor Chen | $3,500 | 10 Oct | Paid |
The four numbers every owner wants to know.
How many deals are open. How many quotes turned into orders. How much is invoiced and unpaid. How much came in, and from where. On one page, from your own records.
The parts of the business that make and book revenue.
Not every module ever made. The ones a selling business actually runs on, set up around your words and your documents.
Every customer once, with every conversation and document on the same record.
Stages that match how you sell, values on every deal, owners per team.
Your templates, your numbering. Sent on WhatsApp from the record, confirmed in one tap.
Invoices from orders, payments against invoices, and who is late today.
Revenue by month, by source, by owner. The month on one page, ready to share.
WhatsApp today. Each message on the record it belongs to, each outcome written back.
You talk to us. We do the rest, and stay.
There is no setup wizard to fight. We learn how you sell and bill, shape the system to it, and hand your team a workspace that already looks like their business.
And what you already use. One conversation, on WhatsApp or a call.
Your stages, your documents, your numbering. We decide together what to connect and what to set up.
Customers, open deals and unpaid invoices move over. Your WhatsApp number is connected.
We onboard them, and we provide ongoing support for the automations you ask for next.
Set up around how your business sells.
If customers reach you by message, call or form and someone has to follow up, this is for you. The stages, the values and the words are yours. A few examples:
Every enquiry followed to the quote, the order and the payment.
Whatever you sell, the shape is the same: someone asks, someone answers, a value is agreed, money moves. Big Funnel keeps that whole line on one record.
| Lead | Stage | Value | Heat |
|---|---|---|---|
| Priya R. | Quote | $2,000 | Hot |
| Victor C. | Order | $3,500 | Hot |
| Daniel S. | Enquiry | – | Warm |
| Rahul V. | Enquiry | – | Cold |
Your customers' records stay handled with care.
Your data is hosted in a region close to where your customers are, and handled under the data protection law that applies to them.
Customer numbers are stored encrypted. Agents see masked numbers; owners decide who sees the full one.
You connect your WhatsApp Business number through Meta's own sign-in. Disconnect, and future access stops at once.
Owners, managers and agents see what their role allows. Every change to a record is logged.
Ask, and we export your data in a standard format or delete it. It is yours.
Retention and erasure are part of how records are stored, so a customer's request can be honoured.
What owners ask first.
Do we have to move off our current software?
What happens to our existing customers and open deals?
Who owns our data?
What is it built on?
How do we start?
Tell us how your deals, orders and invoices work today.
We'll show you the same line on one record, with your conversations attached, in the first conversation.