Asistian’s CRM pipeline gives you a structured view of every lead and sales opportunity in your business. From the moment a customer messages you on WhatsApp, Facebook, or Instagram, they become a contact you can track, qualify, and move through a custom sales process — all inside the same platform where your team is already having conversations.Documentation Index
Fetch the complete documentation index at: https://help.asistian.com/llms.txt
Use this file to discover all available pages before exploring further.
Pipeline overview
The pipeline displays your leads and deals as cards organized in columns, where each column represents a stage in your sales process. You can see at a glance where every opportunity stands, how many are in each stage, and which ones need attention.Visual stages
See all your leads organized by stage in a single board view. Move contacts between stages by updating their status as the relationship progresses.
Unlimited contacts
Store as many contacts as your business needs. There is no contact limit on any plan.
Support tickets
Track customer service issues and requests as tickets, separate from sales leads, so your support team has a dedicated workflow.
Linked conversations
Each contact’s CRM record is connected to their conversation history across all channels, so your team always has full context.
Managing contacts
Every person who messages your business can be saved as a contact. Contact records store the information your team collects over time — name, channel identifiers, conversation history, notes, labels, and any custom fields you define.All Asistian plans include unlimited contacts. You will never be charged more for growing your customer base.
Open a conversation
Select any conversation in the unified inbox. The contact panel appears on the right side.
Save contact details
Add or edit the contact’s name, notes, and any other information your team needs to track.
Support tickets
Use the support ticket system to manage customer issues that require follow-up. Tickets are separate from the sales pipeline, giving your support team a dedicated workspace to track open issues, assign them to agents, and mark them resolved.Customizing pipeline stages
The default pipeline stages cover a common sales flow, but you can rename, reorder, add, or remove stages to match your exact process.Add or rename stages
Click Add stage to create a new column, or click the name of an existing stage to rename it. Use names that reflect your actual process, such as “Contacted,” “Proposal sent,” or “Negotiation.”