3x
More efficiency in conversion and closing
Sales Kanban CRM automates repetitive processes to convert more leads into customers without manual effort.
Kanban CRM for Sales: Monthly Forecast Comes from the Funnel, Not the Manager's Mind
Without a funnel, the projection is just the sum of each seller's impressions about the deals they remember. With a funnel, it's a calculation.
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Automations built on our platform
O que é CRM Kanban para Vendas
The Sales Kanban CRM from Nexloo organizes leads and deals in a visual Kanban-style pipeline integrated with WhatsApp, specifically focused on conversion and closing. Automate sales processes that consume hours of your team's time and transform disorganized pipelines and cold leads into an efficient and scalable operation.
Conversion and closing processes require consistency, speed, and continuous monitoring. The Nexloo platform delivers intelligent automation that allows you to convert more leads into customers without increasing headcount or sacrificing service quality.
Results
Benefícios do CRM Kanban para Vendas
What changes in sales when each deal has a stage, value, and next date.
70%
Reduction of operational tasks
Eliminate manual activities related to conversion and closing and free your team for strategic tasks.
24/7
Continuous sales operation
Conversion and closing processes work uninterrupted, capturing opportunities outside business hours.
50%
Fewer operational errors
Intelligent automation reduces human errors in conversion and closing processes and standardizes operations.
Features
Funcionalidades do CRM Kanban para Vendas
Recursos projetados para transformar o atendimento no segmento de vendas.
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 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 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 Vendas
Peça um diagnóstico gratuito e descubra como o CRM Kanban pode transformar seu atendimento.
Segments
Para quem é o CRM Kanban para Vendas
Sales operations that benefit the most from a kanban funnel.
Companies with high sales demand
SMEs with 50+ interactions/day
Disorganized pipeline and cold leads result in lost productivity and below-expected results.
Teams that need to scale conversion and closing
Teams of 5-30 employees
Manual conversion and closing processes do not scale as the business grows.
Operations that require conversion and closing 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 Vendas
What's included in the plan for sales teams.
CRM natively integrated with WhatsApp
Unlike generic CRMs, Nexloo's 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 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 forecast for the month leaves the manager's mind.
Without a funnel, the projection is the sum of each salesperson's impressions about the deals they remember. With a funnel, it's the value of each stage multiplied by its historical conversion.
In practice
How the sales team operates starts operating by funnel
The funnel is not a report someone fills out at the end of the day. It is the place where the salesperson works — and the report comes for free because the work happened there.
Every deal enters the board
New lead, referral, and follow-up become a card with estimated value and source.
Moving is registering.
Dragging a column records the entry date in the stage and triggers automation for that phase.
Nothing remains without a next action
Card without a scheduled task appears marked — it's the operational definition of a stalled business.
The loss is classified
Reason is mandatory upon exit, and the reasons report becomes the agenda for the sales meeting.
FAQ
Before assembling the team funnel.
The most common questions about stages, forecasts, reasons for loss, and team adoption.
How does the Sales Kanban CRM work in practice?
The Sales Kanban CRM from Nexloo organizes leads and deals in a visual Kanban-style pipeline integrated with WhatsApp, specifically optimized for conversion and closing processes. When activated, the system automates conversion and closing tasks that previously consumed hours of the team’s time. Leads and interactions are processed automatically following configurable rules, while the team receives only the cases that truly require human attention. Real-time reports allow tracking of conversion and closing metrics and identifying continuous improvement points.
Does the Sales Kanban CRM offer a free trial period?
Yes, Nexloo provides a complete 7-day trial of the Sales Kanban CRM for teams to validate the automation of conversion and closing in the real scenario of the company. During this period, it is possible to activate sales flows, measure impact on productivity, and evaluate if the solution meets your needs to convert more leads into customers. We do not require a credit card or contract for the trial. After the evaluation, we have plans that grow with the operation, charging proportionally to the actual use of the platform in conversion and closing processes.
Does the Sales Kanban CRM integrate with other company tools?
Absolutely. The Sales Kanban CRM was designed to connect with diverse business ecosystems that support conversion and closing processes. Native integrations via Zapier cover hundreds of popular applications. For internal systems, webhooks allow bidirectional communication with ERPs, sales platforms, and proprietary databases. The documented RESTful API enables complex automations between the Sales Kanban CRM and any system that supports HTTP, expanding possibilities to convert more leads into customers in an integrated manner. All configurations come with technical support included in the plan.
How long does it take to set up the Sales Kanban CRM?
The initial setup of the Sales Kanban CRM takes between 10 and 30 minutes for basic activation of conversion and closing flows. Connecting channels, defining distribution rules, and customizing sales messages are guided steps through the setup assistant. For advanced conversion and closing 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 conversion and closing processes are available and can be activated with a click to speed up implementation.
Does the Sales Kanban CRM ensure data security in conversion and closing processes?
Completely. Security is a priority in the Sales Kanban CRM, especially in conversion and closing 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 sales processes. Native consent, opt-out, and right to be forgotten mechanisms simplify regulatory compliance. Audit logs record every action for complete traceability in your company's conversion and closing operations.
What is the difference between the Sales Kanban CRM and traditional CRMs?
Generic CRMs cater to sales via email with heavy interfaces. The Sales Kanban CRM was designed for conversion and closing via messaging: a visual pipeline where sales teams organize tasks by dragging cards between specific conversion and closing columns. Direct integration with communication channels eliminates manual entry, and each card contains a complete history of relevant interactions to convert more leads into customers.
How soon will I see results using the Sales Kanban CRM?
The first results from the Sales Kanban CRM in conversion and closing processes are noticed within the first 24 to 48 hours of operation. The immediate reduction of manual tasks and the increase in conversion and closing speed are the quickest gains. Results in indicators 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 perceive the return more quickly.
Last step
Where is your funnel to stop in silence
A short conversation to map how many deals in your sales team are stalled without a next action.
- 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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