3x
Increased productivity in the digital education sector
Kanban CRM for Digital Products eliminates repetitive manual tasks and allows your team to focus on efficiently scaling digital sales.
Kanban CRM for Info Products: Waitlist with Temperature and Stage
Treating the entire list the same wastes those ready to buy and burns those not yet. The difference between the two groups is information that exists.
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 Infoprodutos
The Kanban CRM for Digital Products from Nexloo organizes leads and negotiations in a visual Kanban-style pipeline integrated with WhatsApp, tailored to the specific needs of digital product creators and content creators. With a solution developed for the digital education sector, your team automates student support and course sales, focusing on what really matters: scaling digital sales.
Companies in the digital education segment face unique communication and customer relationship challenges. The complete Nexloo support platform addresses these challenges with accessible technology, quick setup, and proven results from hundreds of digital product creators and content creators across Brazil.
Results
Benefícios do CRM Kanban para Infoprodutos
What changes in the operation when the waiting list starts to have stages.
80%
Reduced response time
Serve digital product creators and content creators instantly at any time, leaving no message unanswered.
24/7
Full availability for digital product creators and content creators
Clients in the digital education sector receive immediate responses even outside business hours.
45%
Increased customer satisfaction
Resolve inquiries and demands from digital product creators and content creators quickly, enhancing the customer experience.
Features
Funcionalidades do CRM Kanban para Infoprodutos
Recursos projetados para transformar o atendimento no segmento de infoprodutos.
Visual drag-and-drop pipeline
Move negotiations between funnel stages with intuitive drag-and-drop and see progress instantly.
Funnel stage automation
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 custom 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 Infoprodutos
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Segments
Para quem é o CRM Kanban para Infoprodutos
The info product operation formats that earn the most with a kanban funnel.
infoprodutores e criadores de conteúdo de pequeno porte
Equipes de 2-10 pessoas
Lack of organization in student support and course sales causes lost opportunities and daily rework.
infoprodutores e criadores de conteúdo em crescimento
Equipes de 10-50 pessoas
Growing demand volume exceeds the team's capacity to scale digital sales with quality.
infoprodutores e criadores de conteúdo com múltiplas unidades
Operações com 3+ locais
Standardizing service across branches and maintaining uniform quality is challenging without centralization.
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 Infoprodutos
What's included in the plan for those selling high-ticket programs.
Natively integrated WhatsApp CRM
Unlike generic CRMs, the Nexloo Kanban was built for messaging conversations from the ground up.
Simple automation
Visual automation rules that anyone can set up, without complex flows or coding.
Instant pipeline visualization
See in seconds where each negotiation stands, which need action, and which are stalled.
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
The list has three thousand names. And no stage.
Treating the entire list the same is wasting those ready to buy and burning those who are not yet. The difference between the two groups is information that exists — and that no one records.
In practice
How the waiting list turns into enrollment
The funnel separates those who are ready from those who are warming up, and gives each group the treatment it can handle.
Entry into the list creates the card.
Source, survey responses, and product of interest are included as fields.
The temperature defines the stage.
Who responded, who opened, who clicked: engagement moves the card without anyone dragging it.
The call is a step, not the end.
Scheduled, completed, and proposal presented are different states, each with its own deadline.
Those who didn't close return
No means no: the card goes into warming mode and reappears in the next launch.
FAQ
Before the next launch.
The most common questions about waiting lists, engagement stages, and call funnel.
How does the Kanban CRM for Digital Products work in practice?
The Kanban CRM for Digital Products from Nexloo was specifically developed to meet the needs of the digital education sector. The solution organizes leads and negotiations in a visual Kanban-style pipeline integrated with WhatsApp, tailored for digital product creators and content creators. In practice, digital product creators and content creators can set up the tool in minutes, connecting their support channels and customizing flows for student support and course sales. The system learns from interactions and becomes more efficient over time, allowing your team to focus on scaling digital sales instead of repetitive operational tasks.
Does the Kanban CRM for Digital Products have a free plan for digital product creators and content creators?
Yes, Nexloo offers a 7-day free trial with full access to the Kanban CRM for Digital Products for digital product creators and content creators. Professionals in the digital education sector can set up the system, connect preferred channels, and test with real support demands for students and course sales without financial commitment. No payment information is required to get started. After trying it out, flexible plans cater to everything from individual offices to networks with multiple units, scaling as needed. Our team supports digital product creators and content creators throughout the evaluation, ensuring full utilization of the resources available for the sector.
How do I connect the Kanban CRM for Digital Products to the systems I already use?
Connecting the Kanban CRM for Digital Products with tools used by digital product creators and content creators is done without the need for programming. Nexloo provides ready-made connectors via Zapier and webhooks for the most popular systems in the digital education sector, as well as a RESTful API for specific integrations. Digital education management, scheduling, financial, and marketing software can be integrated directly. For digital product creators and content creators with proprietary systems, the API documentation allows technical teams to create custom connections. Our technical support assists with each integration at no additional cost.
How long does it take to set up the Kanban CRM for Digital Products?
The initial setup of the Kanban CRM for Digital Products for digital product creators and content creators takes between 10 and 30 minutes for the basic version. The process includes creating an account, connecting communication channels, and customizing automatic messages for the digital education sector. Advanced features such as complex automations and integrations with specific systems for digital product creators and content creators may take 1 to 3 days for complete setup. Nexloo provides pre-configured templates for the digital education sector that significantly accelerate the initial setup and reduce the learning curve.
Is the Kanban CRM for Digital Products safe for customer data in the digital education sector?
Absolutely. The Kanban CRM for Digital Products meets specific security requirements for digital product creators and content creators, operating in full compliance with LGPD. Communications are protected by encryption at all stages. Granular access control allows defining which employees can view sensitive customer data in the digital education sector. Features such as automatic consent, opt-out, and data deletion meet regulatory obligations without operational effort. Servers with international certifications provide additional protection for information handled by digital product creators and content creators.
What is the difference between the Kanban CRM for Digital Products and traditional CRMs?
Traditional CRMs cater to email and phone cycles with complex interfaces. The Kanban CRM for Digital Products was built for messaging in the digital education sector, with a visual pipeline where digital product creators and content creators organize negotiations by dragging cards. The direct integration with WhatsApp and channels used in the digital education sector eliminates manual typing, and each card already contains conversation history about student support and course sales with follow-up automations to scale digital sales.
How long until I see results using the Kanban CRM for Digital Products?
Initial results with the Kanban CRM for Digital Products are visible within the first 48 hours, especially in response speed and organization of support for digital product creators and content creators. Productivity metrics and reduction of manual tasks appear in the first week of active use. Impact on revenue and customer retention in the digital education sector typically consolidates between 2 and 4 weeks, as the team masters the tool and automations are refined. Positive ROI is often achieved within the first month for operations with a regular volume of interactions.
Last step
Where is your list cools down on its own
A short conversation to gauge how many interested parties on your list have never received a conversation.
- 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.
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