Sales pipeline and payments

Pipeline

Open Sales → Pipeline. New workspaces start with New lead, Contacted, Qualified, Proposal sent, Won and Lost. Use Stages to rename, recolour and reorder them, set each open stage's win probability and choose whether new WhatsApp contacts become deals automatically.

• Drag a card to another stage; dropping into a Won or Lost stage closes the deal
• Open a deal for notes, an owner, expected close date and its activity trail
• Sales Reports show revenue won, win rate, average deal size, cycle time and lost reasons

Collect payments from customers

1. In Razorpay, generate API keys (use test mode first).
2. In Settings → Payments, paste the Key ID and Secret and connect.
3. Use Request payment in a chat or a deal. Enter an amount and description; the link is created on your Razorpay account.

Links update to paid automatically. For instant updates, add a Razorpay webhook for payment_link.paid pointing to your Razorpay integration's hook URL (see Integrations); otherwise we check open links in the background.

Your LeadForGrow plan

Plans are prepaid for 1, 3 or 12 months in Settings → Plan & billing. GST is added at checkout and each payment produces a GST invoice you can print or save as PDF. Changing plan mid-period credits the unused time.