Skip to content
EN

Kanban CRM for Telegram: Isolate the Few Money-Making Conversations from the Rest

Among thousands of members, the few who inquire about the plan get lost in private chats. The funnel isolates these few and ensures follow-up.

Our Clients Companies that trust the operation

+180k

Messages and media exchanged every day

+1,200

Companies that trust our solutions

+40k

Automations built on our platform

O que é CRM Kanban para Telegram

The CRM Kanban for Telegram by Nexloo organizes leads and deals in a visual Kanban-style pipeline integrated with WhatsApp, natively connected to Telegram. Take advantage of large groups and native bots for advanced automation with professional automation and organized support through the Nexloo platform.

Telegram is a strategic channel for companies seeking closeness with customers. With the CRM Kanban for Telegram, transform conversations on Telegram into business opportunities with quick responses, intelligent automation, and complete visibility of each interaction.

Results

Benefícios do CRM Kanban para Telegram

What changes when sales conversations move out of private volume.

99%

Open rate on Telegram

CRM Kanban for Telegram leverages large groups and native bots for advanced automation to ensure your messages are read.

3x

More conversions through the channel

Engage leads directly on Telegram where they are already active, increasing response rates.

24/7

Active presence on Telegram

Automatically respond on Telegram at any time, ensuring no opportunities are missed.

60%

Reduced response time

Automation on Telegram resolves simple issues instantly, freeing up agents for complex cases.

Features

Funcionalidades do CRM Kanban para Telegram

Recursos projetados para transformar o atendimento no segmento de telegram.

Visual drag-and-drop pipeline

Move deals between funnel stages with intuitive drag-and-drop and see progress instantly.

Automation of funnel stages

Automatic rules move leads between columns based on actions, elapsed time, or scoring.

Enriched cards with history

Each card displays contact information, conversation history, and pending next actions.

Multiple customizable pipelines

Create separate funnels for different products, teams, or processes with customized stages.

Visual pipeline with drag-and-drop

Move deals between funnel stages with drag-and-drop and visualize the total value at each stage.

Automatic activity logging

All interactions via chat, email, and phone are automatically logged in the contact's history.

Funnel that arises from the conversation

The card is not created manually afterward: it appears when the conversation starts, already with the contact, the source channel, and the history attached. No one needs to remember to register anything.

Drag to change stage

Moving the deal from one column to another is done by dragging the card. The stage changes, the entry date is recorded, and the automation for that phase triggers — without an intermediate form.

Multiple funnels, one for each process

New sales, renewals, post-sales, and recovery have different stages and don't fit in the same framework. Each becomes its own funnel, with its own rules.

Custom fields by business

Tax ID, contract number, product of interest, source of referral. You define what needs to be recorded, and the field applies to all cards in that funnel.

Task with a date on each card

Every deal carries its next action and the date for it. What is due today appears on the responsible person's list; what has passed the deadline shows up in red for the manager.

Responsible for the card, not the queue

Each deal has an owner, and the owner appears on the card. Transferring means changing the responsible party — and the entire history goes along, without passing anything verbally.

Reason for loss is mandatory

A lost deal only leaves the funnel with a recorded reason. This list at the end of the quarter tells you if you lose due to price, deadline, or delay.

Automation by stage change

Did it go into "proposal sent"? Trigger the follow-up email and create the return task in three days. The rules are yours, and they run automatically.

Forecast for closing by stage.

Each stage has a probability, and the weighted value of the funnel comes from that. The forecast shifts from being a manager's guess to a calculation.

Comece a usar CRM Kanban para Telegram

Peça um diagnóstico gratuito e descubra como o CRM Kanban pode transformar seu atendimento.

Segments

Para quem é o CRM Kanban para Telegram

The communities and operations that gain the most from a CRM linked to Telegram.

Empresas com presença forte no Telegram

Negócios com 100+ mensagens/dia

High volume of messages on Telegram without automation leads to delays and lost leads.

Marcas que vendem via Telegram

E-commerces e serviços digitais

Potential customers on Telegram give up when they don't receive a quick response.

Equipes de suporte via Telegram

Times de 3-20 atendentes

Agents cannot manage the volume of tickets on Telegram manually.

Consultative sales with a long cycle

Starting from 3 users

They have negotiations that last weeks and go through several hands — and need to know where each one left off without asking anyone.

High volume lead operations

Starting from 3 users

They receive more opportunities than they can keep track of and lose them due to forgetfulness, not price.

Post-sales, renewal, and expansion

Starting from 3 users

They need a funnel separate from new sales, with its own stages and renewal timelines.

Professional services with a proposal

Starting from 3 users

They send budgets and rely on manual follow-up — which is exactly what disappears when the week gets busy.

Health and aesthetics with treatment plan

Starting from 3 users

They present budgets that are rarely approved on the spot and need to resume the conversation days later.

Real estate, vehicles, and high-value goods

Starting from 3 users

They work on few high-value opportunities, where losing track of one is costly.

Education and enrollments

Starting from 3 users

They have a concentrated season and need to know how many enrollments are at each stage before the window closes.

Billing and debt recovery

Starting from 3 users

Leads agreements with stages and deadlines that need to be monitored by time, not by memory.

Recruitment and selection processes

Starting from 3 users

They move candidates through stages of a process and need to see where each position got stuck.

What sets us apart

Por que escolher Nexloo para Telegram

What's included in the plan for those selling via Telegram.

  1. CRM natively integrated with WhatsApp

    Unlike generic CRMs, Nexloo's Kanban was built for messaging conversations from the ground up.

  2. Automation without complexity

    Visual automation rules that anyone can set up, without complex flows or coding.

  3. Instant pipeline visualization

    See in seconds where each deal stands, which need action, and which are stalled.

  4. Centralized data in each card

    All lead information, history, and next steps in one accessible place.

Ecosystem

Integrations that simply work.

Connect Nexloo to the tools you already run on, without friction — more than 5,000 apps available to extend your support hub and automate the work around it

Where the conversation flows to

  • Parceiro OficialMeta
  • Zapier
  • HubSpot
  • Salesforce
  • RD Station
  • Pipedrive
  • API REST

Where the lead comes from, and where the team works after

  • Mais pedidaMeta Ads
  • Google Ads
  • Meta Lead Forms
  • Google Sheets
  • Google Calendar
  • Shopify
  • Slack

What's changing

Four thousand members, and no funnel.

Large community generates a volume of private messages, and among them are the few conversations that are worth money. Without a place to separate them, they sink along with routine questions.

The operation, compared

Scenario
  • Interested members turning into business — today21%
  • Interested members turning into business — with the CRM78%+57 p.p.
  • Negotiations without consultable history — today44%
  • Negotiations without consultable history — with the CRM6%−38 p.p.

Illustrative scenario, not customer measurements. The percentages are meant to compare the two modes of operation and vary according to each company's process. The example considers a community of a few thousand members with subscription sales.

In practice

How the private Telegram group turns into predictable revenue

Not every private message is an opportunity. The funnel exists to separate the ones that are and ensure each has a next action with a date.

  1. The interest creates the card.

    Questions about plan, price, or upgrade generate business; content doubts do not.

  2. The condition is recorded

    Price, plan, and agreed discount enter the card, available for whoever assists later.

  3. The agreement becomes a task

    "Call me on Friday" starts as a task with a date, and appears on the responsible person's list on that day.

  4. Renewal has its own funnel.

    Those who are already subscribed enter a second stage, with renewal steps and not new sales.

FAQ

Before separating the business opportunities.

The most common questions about card creation, renewal funnel, and date-specific tasks.

How does the CRM Kanban for Telegram work in practice?

The Nexloo CRM Kanban for Telegram integrates directly with Telegram to organize leads and deals in a visual Kanban-style pipeline integrated with WhatsApp. The connection is made via the official API, leveraging large groups and native bots for advanced automation. After the initial setup, all messages received on Telegram are processed by the Nexloo platform, allowing for automation, distribution among agents, and intelligent responses. The customer experience remains native to Telegram, without external redirects.

Can I test the CRM Kanban for Telegram for free?

Yes, we offer a 7-day free trial with all features of the CRM Kanban for Telegram enabled. The integration with Telegram is activated in minutes during the trial, allowing you to receive and respond to real messages through the channel. We do not require a credit card to start. The evaluation period is sufficient to demonstrate the benefits of automating Telegram with the platform. After the trial, affordable plans scale according to the volume of messages processed via Telegram monthly, with no surprises in billing.

Does the CRM Kanban for Telegram integrate with my other systems?

Yes, the CRM Kanban for Telegram was designed to work within existing ecosystems. The integration with Telegram is just the starting point: via Zapier, webhooks, or RESTful API, connect also CRM, ERP, e-commerce platforms, and internal systems. Data from conversations on Telegram flows automatically to your management tools, eliminating manual entry. For advanced scenarios involving large groups and native bots for advanced automation, the API allows building custom automations that trigger actions across multiple systems simultaneously. Comprehensive documentation and dedicated support are available.

How long does it take to set up the CRM Kanban for Telegram?

The integration of the CRM Kanban for Telegram with Telegram takes approximately 15 minutes for basic setup. The specific process involves creating a bot via BotFather, connecting the token to the platform, and configuring custom commands with automated responses. Advanced functionalities such as conditional automations based on user behavior on Telegram and integrations with CRM may take 1 to 3 days of refinement. The platform includes a visual setup assistant specifically for Telegram and technical support that accompanies the entire implementation, ensuring the integration functions correctly from day one.

Are conversations via CRM Kanban for Telegram protected and compliant with LGPD?

Yes, all communication processed by the CRM Kanban for Telegram on Telegram is protected with end-to-end encryption, leveraging even the native security of Telegram. The Nexloo platform adds extra layers of protection with role-based access control, automated consent logging, and data deletion mechanisms as required by LGPD. Conversations on Telegram are stored in certified infrastructure with regular backups. Configurable retention policies allow you to define how long data from interactions via Telegram remains available.

What is the difference between the CRM Kanban for Telegram and traditional CRMs?

Traditional CRMs were not built for Telegram. The CRM Kanban for Telegram integrates natively with Telegram, automatically creating cards from conversations, logging message history, and allowing follow-up actions directly through the channel. A visual pipeline where sales originating from Telegram are managed with drag-and-drop, leveraging large groups and native bots for advanced automation to close deals.

How soon will I see results using the CRM Kanban for Telegram?

After setting up the CRM Kanban for Telegram connected to Telegram, the first results are immediate: response time drops drastically and no message goes unattended. In 1 to 2 weeks, metrics such as conversion rate and customer satisfaction on Telegram begin to reflect the improvement. The full impact on revenue and operational efficiency consolidates in 3 to 4 weeks, a period during which automations are fine-tuned and the team is fully adapted to the new workflow via the platform.

Last step

Where is your community hides the recipe

A short conversation to assess how many opportunities are currently loose in the private area of your community.

  • No credit card
  • Set up in 5 minutes
  • Cancel whenever you like

Request your free assessment

No commitment. One conversation to map where your operation is losing sales.

1
2

Your details are safe and will not be shared.

  • Immediate activation
  • Support included
  • Cancel any time

Secure environment. Your data is encrypted.

Chat on WhatsApp