99%
Open rate in Website Chat
Kanban CRM for Website Chat leverages capturing visitors at the moment of highest purchase intent to ensure your messages are read.
Kanban CRM for Website Chat: From First Chat to Subscription, Without Losing Track
Capturing the contact is just the start.
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 Chat de Site
The Kanban CRM for Website Chat by Nexloo organizes leads and deals in a visual Kanban-style pipeline integrated with WhatsApp, natively connected to Website Chat. Take advantage of capturing visitors at the moment of highest purchase intent with professional automation and organized support through the Nexloo platform.
Website Chat is a strategic channel for companies seeking closeness with customers. With the Kanban CRM for Website Chat, transform conversations in Website Chat into business opportunities with quick responses, intelligent automation, and complete visibility of each interaction.
Results
Benefícios do CRM Kanban para Chat de Site
What changes when the website visitor enters the funnel already qualified.
3x
More conversions through the channel
Engage leads directly in Website Chat where they are already engaged, increasing response rates.
24/7
Active presence in Website Chat
Automatically respond in Website Chat at any time, ensuring no opportunities slip away.
60%
Reduced response time
Automation in Website Chat resolves simple issues instantly, freeing up agents for complex cases.
Features
Funcionalidades do CRM Kanban para Chat de Site
Recursos projetados para transformar o atendimento no segmento de chat de site.
Visual drag-and-drop 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 Chat de Site
Peça um diagnóstico gratuito e descubra como o CRM Kanban pode transformar seu atendimento.
Segments
Para quem é o CRM Kanban para Chat de Site
The B2B operations that benefit the most from a CRM linked to the website chat.
Empresas com presença forte no Chat de Site
Negócios com 100+ mensagens/dia
High volume of messages in Website Chat without automation causes delays and loss of leads.
Marcas que vendem via Chat de Site
E-commerces e serviços digitais
Potential customers in Website Chat abandon when they do not receive a quick response.
Equipes de suporte via Chat de Site
Times de 3-20 atendentes
Agents cannot manage the volume of tickets in Website Chat 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 Chat de Site
What's included in the plan for those selling with a long cycle.
CRM natively integrated with WhatsApp
Unlike generic CRMs, Nexloo's Kanban was built for messaging conversations from the start.
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 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 visitor became a lead. And then?
Capturing contact information is the beginning of the process, not the end. In a long-cycle B2B sale, what determines the quarter is the follow-up in the following weeks — and it doesn't fit into a spreadsheet.
In practice
How the website visitor interacts crosses the entire cycle
From the first chat to the signature takes weeks and several people. The funnel is what keeps everyone looking at the same state of the business.
The chat creates the qualified card
Size, pain, and deadline collected in the conversation enter as fields of the deal.
The journey on the site goes along
The pages visited before the chat remain in history — context that no form delivers.
Each stage has a deadline
Meetings, proposals, and negotiations carry the date of the next action, and what delays appears in red.
The forecast comes from the funnel
Price per stage and historical conversion provide the month's projection without anyone creating a spreadsheet.
FAQ
Before following up the entire cycle.
The most common questions about automatic qualification, stages, forecasting, and website integration.
How does the Kanban CRM for Website Chat work in practice?
The Kanban CRM for Website Chat by Nexloo integrates directly with Website Chat to organize leads and deals in a visual Kanban-style pipeline integrated with WhatsApp. The connection is made via the official API, leveraging capturing visitors at the moment of highest purchase intent. After the initial setup, all messages received in Website Chat are processed by the Nexloo platform, allowing automation, distribution among agents, and intelligent responses. The customer experience remains native to Website Chat, without external redirects.
Can I test the Kanban CRM for Website Chat for free?
Yes, we offer a 7-day free trial with all features of the Kanban CRM for Website Chat enabled. The integration with Website Chat 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 prove the benefits of automating Website Chat with the platform. After the trial, affordable plans scale according to the volume of messages processed by Website Chat monthly, with no surprises in billing.
Does the Kanban CRM for Website Chat integrate with my other systems?
Yes, the Kanban CRM for Website Chat was built to function within existing ecosystems. The integration with Website Chat is just the starting point: via Zapier, webhooks, or RESTful API, also connect CRM, ERP, e-commerce platforms, and internal systems. Data from conversations in Website Chat flows automatically to your management tools, eliminating manual entry. For advanced scenarios of capturing visitors at the moment of highest purchase intent, the API allows building custom automations that trigger actions across multiple systems simultaneously. Complete documentation and dedicated support are available.
How long does it take to set up the Kanban CRM for Website Chat?
The integration of the Kanban CRM for Website Chat with Website Chat takes approximately 15 minutes for basic setup. The specific process involves copying a JavaScript snippet to your site, customizing colors and widget position, and defining opening triggers. Advanced functionalities such as conditional automations based on user behavior in Website Chat and integrations with CRM may take 1 to 3 days of refinement. The platform includes a visual setup assistant specific to Website Chat and technical support that accompanies the entire implementation, ensuring the integration works correctly from day one.
Are conversations via the Kanban CRM for Website Chat protected and compliant with LGPD?
Yes, all communication processed by the Kanban CRM for Website Chat in Website Chat is protected with end-to-end encryption, leveraging even the native security of Website Chat. 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 in Website Chat are stored in certified infrastructure with regular backups. Configurable retention policies allow you to define how long data from interactions via Website Chat remains available.
What is the difference between the Kanban CRM for Website Chat and traditional CRMs?
Traditional CRMs were not built for Website Chat. The Kanban CRM for Website Chat integrates natively with Website Chat, automatically creating cards from conversations, logging message history, and allowing follow-up actions directly through the channel. A visual pipeline where sales originating from Website Chat are managed with drag-and-drop, leveraging capturing visitors at the moment of highest purchase intent to close deals.
How long until I see results using the Kanban CRM for Website Chat?
After setting up the Kanban CRM for Website Chat connected to Website Chat, the first results are immediate: response times drop drastically and no message goes unattended. In 1 to 2 weeks, metrics such as conversion rate and customer satisfaction in Website Chat begin to reflect 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 cycle loses business
A short conversation to map out at which stage of your process opportunities most often stall.
- 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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