3x
More efficiency in customer service
Kanban CRM for Support automates repetitive processes to resolve tickets quickly without manual effort.
Kanban CRM for Support: The Ticket That Reveals an Expansion Becomes an Opportunity
When a ticket is opened due to hitting the plan limit, it signals growth. This signal reaches support daily but often goes unnoticed.
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Automations built on our platform
O que é CRM Kanban para Suporte
The Kanban CRM for Support from Nexloo organizes leads and deals in a visual Kanban-style pipeline integrated with WhatsApp, specifically focused on customer service. Automate support processes that consume hours of your team’s time and transform high response times and accumulated tickets into an efficient and scalable operation.
Customer service processes require consistency, speed, and continuous follow-up. The Nexloo platform delivers intelligent automation that allows you to resolve tickets quickly without increasing headcount or sacrificing service quality.
Results
Benefícios do CRM Kanban para Suporte
What changes when support feeds the expansion funnel.
70%
Reduction of operational tasks
Eliminate manual activities related to customer service and free your team for strategic tasks.
24/7
Continuous support operation
Customer service processes run uninterrupted, capturing opportunities outside business hours.
50%
Fewer operational errors
Intelligent automation reduces human errors in customer service processes and standardizes operations.
Features
Funcionalidades do CRM Kanban para Suporte
Recursos projetados para transformar o atendimento no segmento de suporte.
Drag-and-drop visual pipeline
Move deals 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 Suporte
Peça um diagnóstico gratuito e descubra como o CRM Kanban pode transformar seu atendimento.
Segments
Para quem é o CRM Kanban para Suporte
Recurring operations that benefit the most from a kanban funnel.
Companies with high support demand
SMEs with 50+ interactions/day
High response times and accumulated tickets lead to loss of productivity and below-expectation results.
Teams that need to scale customer service
Teams of 5-30 employees
Manual customer service processes do not scale as the business grows.
Operations that require customer service 24/7
Companies with off-hours support
Customers expect immediate responses but the team only works during business hours.
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 Suporte
What's included in the plan for those who track renewals.
Natively integrated WhatsApp CRM
Unlike generic CRMs, the Nexloo Kanban was built for messaging conversations from the ground up.
Automation without complexity
Visual automation rules that anyone can set up, without complex flows or coding.
Instant pipeline visualization
See in seconds where each deal stands, which need action, and which are stuck.
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 call revealed a sale. And it ended there.
The customer base is the cheapest source of revenue that exists, and support talks to it every day. Without a funnel that receives these signals, each one ends up closed along with the ticket.
In practice
How the support team feeds the expansion funnel
It's not about turning an agent into a salesperson. It's about giving them a button that registers "there's an opportunity here" and then disappears from their screen.
The agent marks the signal
Limit reached, request for appeal and praise turn into opportunity with one click, without leaving the ticket.
The opportunity enters the right funnel
Expansion and renewal have their own boards, with stages different from new sales.
Renewal has a deadline.
The contract due date creates the card in advance, not on the day.
The result goes back to the team.
How many opportunities came from support and how much did they generate is visible — even to those who marked them.
FAQ
Before calling support and funnel.
The most common questions about multiple funnels, opportunity marking, and renewal control.
How does the Kanban CRM for Support work in practice?
The Kanban CRM for Support from Nexloo organizes leads and deals in a visual Kanban-style pipeline integrated with WhatsApp, specifically optimized for customer service processes. When activated, the system automates customer service tasks that previously consumed hours of the team’s time. Leads and interactions are processed automatically following configurable rules, while the team only receives cases that truly require human attention. Real-time reports allow tracking of customer service metrics and identifying continuous improvement points.
Does the Kanban CRM for Support offer a free trial period?
Yes, Nexloo offers a 7-day complete trial of the Kanban CRM for Support so teams can validate customer service automation in the real scenario of the company. During this period, it is possible to activate support flows, measure impact on productivity, and evaluate if the solution meets their needs for quickly resolving tickets. No credit card or contract is required for the trial. After evaluation, we have plans that scale with the growth of the operation, charging proportionally to the actual use of the platform in customer service processes.
Does the Kanban CRM for Support integrate with other company tools?
Absolutely. The Kanban CRM for Support was designed to connect with diverse business ecosystems that support customer service processes. Native integrations via Zapier cover hundreds of popular applications. For internal systems, webhooks allow bidirectional communication with ERPs, support platforms, and proprietary databases. The documented RESTful API enables complex automations between the Kanban CRM for Support and any system that supports HTTP, expanding possibilities for quickly resolving tickets in an integrated manner. All configurations come with technical support included in the plan.
How long does it take to set up the Kanban CRM for Support?
The initial setup of the Kanban CRM for Support takes between 10 and 30 minutes for basic activation of customer service flows. Connecting channels, defining distribution rules, and customizing support messages are steps guided by the setup assistant. For advanced customer service automations with conditional rules and external integrations, the complete process can take from 1 to 5 days depending on operational complexity. Ready-made templates for customer service processes are available and can be activated with a click to speed up implementation.
Does the Kanban CRM for Support ensure data security in customer service processes?
Completely. Security is a priority in the Kanban CRM for Support, especially in customer service flows that handle sensitive information. The platform operates in compliance with LGPD, using encryption for all data traffic. Configurable permissions control who accesses each type of information in support processes. Native consent mechanisms, opt-out, and the right to be forgotten simplify regulatory compliance. Audit logs record each action for complete traceability in your company's customer service operations.
What is the difference between the Kanban CRM for Support and traditional CRMs?
Generic CRMs cater to email sales with heavy interfaces. The Kanban CRM for Support was designed for customer service via messaging: a visual pipeline where support teams organize tasks by dragging cards between specific customer service columns. Direct integration with communication channels eliminates manual entry, and each card contains a complete history of relevant interactions to quickly resolve tickets.
How soon will I see results using the Kanban CRM for Support?
The first results from the Kanban CRM for Support in customer service processes are noticed within the first 24 to 48 hours of operation. The immediate reduction of manual tasks and the increase in customer service speed are the quickest gains. Results in metrics such as conversion, satisfaction, and productivity consolidate between the second and fourth week of use, when automations are optimized and the team has internalized the new processes. Companies with a higher volume of interactions tend to see returns more quickly.
Last step
Where is your database hides the recipe
A short conversation to gauge how many expansion signals your support receives and no one records.
- 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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