WhatsApp CRM: visual Kanban inside WhatsApp Web
WhatsApp CRM with visual Kanban, automatic follow-up with configurable cadence (minutes to months), broadcast by label, reusable templates and even automatic calls in follow-up. Drag conversations across pipelines and close more deals — all inside WhatsApp Web.
Maria Silva
📱+55 (11) 98765-4321
João Pedro
+55 (21) 97654-8877
Ana Costa
📱+55 (31) 96543-3210
Carlos Rocha
+55 (61) 95432-6543
Fernanda M.
📱+55 (41) 99876-1234
Ricardo S.
+55 (85) 98765-9876
Kanban CRM for WhatsApp Web features
Unlimited visual pipelines
Create as many pipelines as you need — sales, support, onboarding, partnerships — with your own columns and rules. Every conversation becomes a draggable card.
Smart tags and filters
Apply tags to conversations to segment by campaign, source channel, priority or anything you want. Filter the Kanban in 1 click.
Full history per client
Every card holds the full timeline: messages, notes, stage changes, deal value. Full context the moment you open the lead.
Drag across stages
Fluid drag and drop: move Pedro from "New" to "Negotiating" to "Closed" without opening a single menu.
Real-time funnel view
Count per column, total value in progress and leads per stage updated as you chat. No spreadsheet, no waiting.
Automatic follow-up with cadence
Set automatic follow-up sequences per card: define intervals in minutes, hours, days, weeks or months. The system sends the right message at the right time — text, image, video, audio or even automatic call with recorded audio.
Broadcast by label
Send bulk messages only to contacts with a specific Kanban label. Example: send a promo only to leads in "Negotiating" or a reminder only to "Contacted". Real segmentation based on funnel stage.
Reusable message templates
Create ready-to-use templates for broadcast and follow-up: text, image, video and audio. Save your highest-converting messages and reuse them with 1 click — no rewriting every time.
Automatic call in follow-up
Include automatic call with recorded audio as a follow-up step. Lead didn't reply to the message? The system calls automatically at the interval you set, playing recorded audio when they answer.
No lost leads
Stalled-conversation alerts, visual highlighting for oldest leads and automatic cadence ensure no contact gets forgotten in the pipeline.
How it works
Open Pragmaz inside WhatsApp Web
Click the Pragmaz icon at the top and pick "Kanban CRM" from the menu. Your contacts and conversations are loaded automatically.
Build your funnel
Name your columns (New, Qualifying, Proposal, Closed, Lost) or use a ready template. Adjust colors and order.
Drag conversations and close deals
Chat on WhatsApp as usual. When you want to move a lead, drag the card. History and tags follow along.
FAQ about Kanban CRM
Do I need to leave WhatsApp Web to use the Kanban?
No. Pragmaz Kanban CRM runs as a panel inside WhatsApp Web itself. You keep seeing your conversations and can toggle between Kanban and chat in 1 click.
Where is the CRM data stored?
Your Kanban data (columns, tags, notes, card positions) is stored securely linked to your Pragmaz account. Your actual WhatsApp conversations stay on your device, as always.
Which plan includes Kanban CRM?
The full Kanban CRM is included in the Intermediate and Advanced plans. The Basic plan does not have Kanban. See all plans on the home page.
Does it work with multiple agents?
Yes. On plans that support more than one WhatsApp (Intermediate and Advanced), each number can have its own Kanban or share a single one, depending on how you organize.
Can I add internal notes to each card?
Yes. Each Kanban card has a notes field where you can record negotiation details, customer preferences, discussed values and any relevant info. Everything is saved in the contact history.
Can I create custom columns in the pipeline?
Yes. You can create as many columns as you want and name them however makes sense for your business — for example: New, Qualifying, Proposal Sent, Negotiating, Closed, Lost. You can reorder and adjust colors.
Does the Kanban CRM work on mobile?
Pragmaz Kanban CRM works inside WhatsApp Web in the desktop browser, since Pragmaz is a Chrome extension for WhatsApp Web. It does not work on the WhatsApp mobile app.
Can Kanban tags be used to filter bulk messages?
Yes. Tags you apply to Kanban contacts can be used as filters when building a bulk message destination list. This way you send segmented campaigns based on funnel stage.
Learn more from the blog
How to organize WhatsApp sales with Kanban CRM (and never lose a lead again)
8 min readWhatsApp for business in 2026: the complete guide no one gives you
18 min readWhatsApp Business vs professionalized WhatsApp Web: which to use in 2026?
6 min readReady to start?
Choose your plan and get instant access to all Pragmaz tools inside your WhatsApp Web.
See plans