Visual Kanban Funnel
Drag and drop deals between stages and track expected sales for the month.
Every lead in its stage. Every sale, right on time.
Tuilio CRM shows you who is about to buy, what comes next, and who is handling them. Add Tuilio Chat, and AI responds via WhatsApp and fills your funnel automatically.
Sales Funnel · October
Forecast: $86,500.00
New 8
Laura Gómez
40 licenses
From WhatsAppNorth Hardware
Quote request
Contacted 5
Dental Plus
Call tomorrow
Rivera Group
Demo scheduled
Proposal 3
Vida Clinic
$12,400.00
South Real Estate
$8,900.00
Won 2
Andes Academy
$21,000.00
AITuilio Chat
Hi, I'd like a quote for 40 licenses.
Lead created in your CRM
Tuilio CRM: your commercial process, all in one place
Leave spreadsheets and disconnected chats behind. Your team sees the exact same funnel and knows what to do every single day. Powered by Vtiger.
Lead Management
Contact details, conversation history, and quotes organized within each client profile.
Tasks and Follow-ups
Reminders and alerts ensuring no prospect goes cold due to lack of follow-up.
Add-on: Tuilio Chat
Let your CRM populate itself
Tuilio Chat is an AI assistant connected to official WhatsApp. It handles customer support 24/7 through an omnichannel inbox powered by Chatwoot, converting every conversation into a lead in your CRM.
Explore Tuilio Chat- 1Client sends a message
AI responds in seconds and collects name, needs, and contact details. - 2Lead is created
It appears directly in your funnel with full chat history attached. - 3Your team closes
The sales rep receives a task with complete background information.
Teams already growing with Tuilio
"We used to lose track of leads between WhatsApp chats and Excel. Now every contact has an assigned owner and scheduled follow-up."
"The AI handles inquiries at night, and by morning our sales team finds structured leads in the CRM with full context."
"We went from making status calls to simply checking the sales funnel board. The entire team adopted the workflow in a single day."
See Tuilio with your own data
In 30 minutes, we'll show you exactly how your custom sales funnel will look.