Drag-and-drop Kanban board
Drag a deal from one stage to the next, or switch to the list view to search and filter.
Up to 100 deals per column, 500 in the list
Business tools · Deals
A sales pipeline with amounts, next to your WhatsApp chats
Turn a quote request in the chat into a deal with its amount, and follow it on a Kanban board with a total per stage and a weighted sales forecast.
In your account nowIn every workspace, from the sidebar → Deals.
Inside live chat
The deal sits in the customer profile, next to the messages
Agents don’t open another system to see where a deal stands. They see it in the customer profile while they reply.
- See all of the customer’s deals, stages and amounts.
- Create a new deal in seconds; required fields never block a quick create from the chat.
- Change the amount or stage, or mark the deal won, or lost with a reason.
- Works on every channel: WhatsApp, Messenger, Instagram, e-mail and website chat.
Everything you need to follow a deal to the close
One board for your sales team and your support team together.
A total for every stage
Each column header shows how many deals it holds and what they add up to, so you see where the money sits.
Totals kept per currency
Several pipelines
One pipeline for B2B sales, another for renewals or branches, each with its own stages, colours and win probabilities.
Up to 20 pipelines, 30 stages each
A reason for every lost deal
A deal can’t be closed as lost without a reason: price, a competitor, stopped replying, no budget, or other with a note.
Deals can be reopened later
A full activity log
Every change is recorded: stage moves, amount changes, owner changes, wins, losses and notes.
With the time and the agent’s name
Owner and close date
Each deal has an owner and an expected close date, and its card turns red once that date passes.
Filters: my deals, unassigned, by agent
At the top of the board
Four numbers to read your pipeline
Calculated from your own deals, and the board shows how each one is worked out.
Open pipeline value
sum(amount) of open deals
How much opportunity your team is working on right now.
Weighted forecast
amount × stage win probability
A realistic estimate of what should close, not just a sum of amounts.
Won this month
deals won since the 1st
What actually closed in the current month.
Win rate
won ÷ closed, last 90 days
Of every deal that closed, how many you won.
Each deal keeps its own currency. The pipeline totals deals in the workspace’s default currency (suggested from your connected store, or USD) and flags deals in other currencies instead of mixing them into the total.
Custom fields
Add what matters to your business to every deal
Up to 50 fields of 13 types. Make a field required, use it as a filter, or show it in the customer profile inside the chat.
- Short text
- Long text
- Number
- Money amount
- Date
- Date and time
- Dropdown (one choice)
- Multiple choice
- Yes / No
- Link
- Phone number
- Team member
From the first message to a won deal
-
Set up your pipeline
Edit the six default stages or add a pipeline, and set each stage’s win probability and the default currency.
Deals → Pipeline settings
-
Create the deal from the chat
When a customer asks for a quote, create the deal from their profile in live chat with its amount and owner.
Live chat → customer profile → Deals
-
Move it on the board
Drag the deal as it progresses, and watch the totals and the weighted forecast at the top of the board.
Dashboard → Deals
-
Close it with a clear result
Mark it won, or lost with a reason, so you learn why deals slip and where your win rate can improve.
From the board or the chat
Your team creates deals itself; none are created automatically from messages. The workspace owner manages pipelines, stages and lost reasons.
Built-in deals, or HubSpot and Pipedrive?
LetsBot has both. Pick by the way your team works.
| Your situation | Built-in deals | HubSpot / Pipedrive integration |
|---|---|---|
| You don’t use a CRM and want to follow opportunities next to your chats | Built-in deals are enough | Not needed |
| Your team works in HubSpot or Pipedrive | Optional for the team that answers customers | Keep it connected to LetsBot |
| See the deal inside the WhatsApp conversation | Right in the customer profile | Depends on the integration |
| Custom fields on a deal | 13 types, up to 50 fields | In your CRM’s settings |
Built-in deals do not sync to HubSpot or Pipedrive. HubSpot · Pipedrive
MCP
Ask Claude or ChatGPT about your pipeline
The LetsBot MCP server includes 7 deal tools, so your assistant reads your pipeline and acts on your account.
list_dealsget_dealcreate_dealupdate_dealwin_deallose_dealget_pipeline_summary
LetsBot business tools
Tools that work together around each conversation
Each tool shows up in the customer profile inside live chat, so an agent sees the deal, task, ticket and appointment without leaving the conversation.
Deals & pipelineA Kanban board with amounts and a forecast
Tasks & remindersA task from any message, with a reminder
Tickets & SLANumbers, priorities and response targets
Customer satisfactionCSAT, NPS and CES surveys
Appointment bookingServices, staff and slots from the chat
Departments & routingHours, shifts and routing rules
Frequently asked questions
Are deals available in my account now?
Yes. “Deals” appears in the dashboard sidebar of every workspace, and LetsBot sets up a default sales pipeline with six stages you can edit.
Can I run more than one pipeline?
Yes. The workspace owner can create up to 20 pipelines, each with up to 30 stages, with their own names, colours and win probability, under “Pipeline settings”.
How is the weighted forecast calculated?
Each open deal’s amount is multiplied by the win probability of the stage it sits in, and the results are added up. A 10,000 deal in a stage at 40% adds 4,000 to the forecast.
What if my deals are in different currencies?
Each deal has its own currency, and the workspace has a default currency suggested from your connected store. The board totals deals in the default currency and tells you which deals in other currencies are left out, instead of mixing them.
Can an agent create a deal from inside the chat?
Yes. The customer profile in live chat has a Deals section: it lists the customer’s deals, creates a new one, edits it and marks it won or lost without leaving the conversation.
Are deals created automatically from messages?
No. Your team creates each deal from the board or the conversation, so the pipeline stays clean and reflects real opportunities.
Do deals replace HubSpot or Pipedrive?
If you have no CRM, the built-in pipeline is enough to follow opportunities next to your conversations. If you use HubSpot or Pipedrive, keep them connected: built-in deals do not sync to them.
Can I manage deals from Claude or ChatGPT?
Yes. The LetsBot MCP server includes 7 deal tools: list deals, open one, create, update, mark won or lost, and a pipeline summary with its totals.
Know where every deal stands, from the conversation itself
Start your free trial, connect a WhatsApp number and create your first deal from the first quote request.