The problem
Leads live in spreadsheets while conversations happen in WhatsApp and invoices in another tool. Nobody sees the full deal.
Feature
Leads
Your sales pipeline as a records app — capture inquiries, move deals through stages, and attach WhatsApp, comments, files, and payments on each lead.
How Vmoox helps
Leads is a Default App with table and board views, custom fields, and every integration on the row. Inbound from forms or WhatsApp; outbound from Find Lead — same pipeline.
Built for daily work
Deep capabilities teams use from day one — not a lightweight add-on.
Pipeline views
Table for lists; board for stage-based selling.
Record drawer
Full detail page with integration rail.
Customer chat scoped to this lead.
Payment lines
Revenue tracking on the deal row.
Find Lead handoff
Saved prospects land here automatically.
Permissions
Control view and edit by role.
What you get
The core CRM app for agencies and sales teams.
- Pipeline table and board views
- Status, source, budget, and contact fields
- WhatsApp threads linked to the lead row
- Comments, files, checklist, and payment integrations
- Filter and assign owners per stage
- Search from workspace header
- Install from Default Apps in the Apps hub
- Integrable — link from Projects and custom apps
Every deal on one row
Leads is the third app in our catalog — after Moox and Find Lead — because pipeline is where work converges.
- Same integrations as Projects and Tasks
- Live in main database catalog
- Customize views after install
- Hub section: Default Apps
Run your pipeline
Install Leads from Default Apps.
Install Leads
Apps hub → Default Apps → Leads.
Add records
Create leads manually or from WhatsApp / Find Lead.
Move stages
Board or table updates with full history on the row.
Close with context
Payment and files stay on the lead for finance.
Who it's for
Real scenarios where teams run this feature every week.
Agency sales
Inbound inquiries with project handoff to Projects app.
B2B pipeline
Stage-based board with payment milestones.
Local services
WhatsApp-first sales with lead creation from chat.
Try it in your workspace
Your sales pipeline as a records app — capture inquiries, move deals through stages, and attach WhatsApp, comments, files, and payments on each lead.
- Free Starter plan
- No credit card required
- Full workspace in minutes