Track the whole journey
Capture, qualify, and never drop a lead.
From the first message to a closed deal, every lead has an owner, a status, and a place in your CRM.
Auto-capture every lead
The moment someone messages, Cooby creates a CRM lead with source, first message, and timestamp attached, even for brand-new numbers. No form, no manual entry, nothing missed.
Tag & qualify fast
Apply custom tags and lead stages in one tap. Hot, warm, or nurture, your list stays organized as conversations move.
Route & assign
Send each lead to the right rep automatically, so follow-ups happen fast and nothing sits unowned.
Status synced to CRM
Lead status, owner, and stage stay in sync with HubSpot, Salesforce, and 50+ CRMs in real time.
Follow-up reminders that fire on time
Set a reminder on any lead and get nudged before it goes cold. Managers see which leads are stalling and step in early, so speed-to-lead stays sharp across the whole team.
The lead journey
From first message to closed.
Lead messages on WhatsApp
An inbound chat arrives. Cooby instantly creates a CRM lead with source and first message captured.
Tag, qualify & assign
Apply a status and tags, then route the lead to the right rep, all from the side panel beside the chat.
Track every touch
Conversations, notes, and stage changes log to the lead automatically, so the full history is always in your CRM.
Convert & report
When a lead converts, its source and timeline are already in your CRM, so attribution and reporting are accurate by default.
We used to lose half our WhatsApp leads to busy inboxes. Now every one lands in the CRM tagged and assigned, our speed-to-lead went from hours to minutes.
Questions
