Lost context
The deal is in WhatsApp, not the CRM.
Reps keep the important detail in chats and screenshots. By the time it hits the CRM, it’s already out of date or missing nuance.
IN ONE CRM for sales teams
Where Pipeline & WhatsApp
Tell the Same Story.
IN ONE is the place reps live every day: leads, stages, WhatsApp threads and follow-ups on one client spine. Sales managers get a clean view of performance without digging through chats.
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Built for high-velocity teams who sell through conversations, not just forms.
The reality of modern sales
Deals live in chats. Targets live in spreadsheets.
Most CRMs were built for neat stages and tidy notes. Your team sells across WhatsApp, email and calls – and the “real story” never makes it back to the system.
Follow-up gaps
“I thought someone replied to them.”
Nobody is quite sure when the last touch was, or what the next step should be. Good opportunities go quiet because nobody owns the follow-up.
Manager blind spots
Forecasting from vibes, not data.
Managers are flooded with updates, but don’t have one clean view of which deals are solid, which are slipping, and who needs coaching.
For sales reps
A daily workspace, not just a database.
IN ONE is where salespeople plan their day, send messages, log notes and move deals – without jumping between tabs.
Start of day
“Who do I talk to first?”
Reps open IN ONE and see a clean list of priority actions across all their deals.
- New leads from forms and WhatsApp in one queue.
- Hot deals with scheduled demos or proposals due.
- Overdue follow-ups automatically surfaced – not forgotten.
During the day
Pipeline and chats stay in sync.
Messages, notes and next steps all connect to the deal, not a random group chat.
- Send WhatsApp, email or SMS directly from the client record.
- Use pre-approved templates for speed, edit when needed.
- Move stages and log outcomes with one click as you talk.
End of day
No more mystery pipelines.
By close of business, the pipeline already reflects reality – without an extra “admin hour.”
- Deals moved, reasons captured, next actions queued.
- Managers see a true forecast, not a once-a-week update.
- Reps start tomorrow with a prepared, prioritised list.
For sales leaders: one view that everyone trusts.
Because pipeline, activity and conversations live in the same system, you don’t have to guess whether a deal is truly “committed”.
- Pipeline quality: see stages, age and conversion by rep, segment or source.
- Activity reality: WhatsApp, email and call outcomes log automatically, not manually.
- Coaching signal: spot where deals stall, which messages close, and who needs support.
Pipeline + conversations
One client spine from “new lead” to “won”.
IN ONE ties together the things that usually live apart: the pipeline column, the WhatsApp thread, the proposal and the follow-up tasks.
Instead of:
- Lead in one tool, WhatsApp in another, quote in a folder, notes nowhere.
- Manager updates based on memory and screenshots from the rep.
- Three people asking “did anyone ever get back to them?”
IN ONE does this:
- Every lead becomes a client record with stage, owner and source.
- Messages, documents, tasks and outcomes write to the same timeline.
- Reports and dashboards sit on top of that reality – not a separate spreadsheet.
Questions sales teams ask
IN ONE CRM for sales & pipeline.
Do reps have to change how they sell to use IN ONE?
No. IN ONE is built for conversational selling. Reps can keep using WhatsApp, email and calls –
the difference is that those conversations now write back into a single record, with clear stages
and next steps.
Will this just become “more admin” for the sales team?
The aim is to remove admin, not add it. When reps send messages, update stages or log notes from
IN ONE, the system handles the reporting automatically. No separate spreadsheet, no extra update
meetings just to “fix the pipeline”.
How does management reporting work from IN ONE?
Dashboards and reports are built on top of real client timelines – not static snapshots. You can
slice by rep, channel, segment or product, and see both outcomes and the activity that led there,
including WhatsApp and email history.
Can we start with one team or product first?
Yes. Many companies start with one core team or product line, get the pipeline, templates and
reporting right, then roll out across the rest of the organisation once the model is proven.
Want a sales pipeline that reflects the real conversations?
Book a 15-minute demo and we’ll show you how IN ONE connects pipeline, WhatsApp, follow-ups and reporting – so your sales team and leadership see the same reality.
