CRM
Turn campaign leads into sales: pipelines, deals, WhatsApp, sequences, attribution, and AI.
Implementation
Implement your CRM: the full path and the order that avoids redoing work
The map of the whole implementation on one screen: what you'll have ready at each milestone, how much work it really is, which access to secure beforehand, and the four decisions that, if taken out of order, force you to redo work.
Receive your first lead today, before setting up everything else
The minimum start, in one sitting: you set your currency, adjust the funnel that already exists, connect a single source and watch a real inquiry come in that you convert into a deal. And you know exactly what's better left untouched for now.
Choose your CRM's initial configuration by type of business
There are four complete, ready-made configurations and only one is yours. Here you choose which one fits you, decide whether you need more than one funnel and learn which entity each piece of data you want to record belongs to.
CRM configuration if you sell to companies, by project
The starting configuration for a long cycle and few high-value leads: its stages with probability and rotting days, its lost reasons, which fields to create in each entity and how to distribute leads.
CRM configuration if many inquiries come in and whoever answers first wins
The starting configuration for high-volume selling to individuals: the stage that shows you the leads nobody touched, a different destination per source, round-robin distribution and why WhatsApp rules here.
CRM configuration if you sell subscriptions or recurring services
The starting configuration for what gets billed every month: two funnels, because selling for the first time and renewing are different processes, and why the subscription amount goes in the deal's quote and not in a custom field.
CRM configuration if you sell online
The starting configuration for the pre-purchase inquiry: what the CRM brings from your store and what it doesn't, the short stages of an online sale, the stage that recovers those who asked and didn't buy, and where your catalog goes.
Set up the CRM foundations: team, funnel and custom fields
You leave your team loaded with their roles, your funnel finished with probabilities, rotting days and lost reasons, and your own fields created. It's the work that has to be done before loading a single historical record.
Prepare and verify loading your historical base into the CRM
The real work of a migration isn't uploading the file: it's cleaning it before and verifying the totals after. Here's the cleanup in order, the mandatory cascade of companies, people and deals, and the checklist that avoids re-importing.
Connect WhatsApp to the CRM: number, line and source
WhatsApp is touched in three different places and none of them warns you the next one is missing: the number in Data Sources, the line in the CRM and the source that turns the message into a lead. Here's the full chain, what each number status means and how to check it's really coming in.
Connect forms and ads, and know which campaign each lead came from
You connect your ad platforms, create one source per channel with its destination and mapping, publish your site's form already linked, and install the pixel so every lead arrives with the campaign that brought it instead of showing up as direct traffic.
Distribute leads and get your team operating the CRM every day
A lead with no assignment rule comes in and nobody finds out: it's the number-one cause of "leads arrive but nobody handles them". Here you set the distribution rules, the alerts, the WhatsApp templates and each salesperson's profile.
Put the AI Team to work: the preconditions nobody validates for you
An AI position that's missing a piece doesn't fail with an error: it stays active and does nothing. Here's the list of what has to be ready beforehand, what to switch off so the customer doesn't get two replies, and how to turn it on gradually without surprises.
Check that your CRM was set up correctly: the final tests
A single test lead running through the whole chain, from the inquiry to the report, and ending on the lead's side. It's the only thing that can't be verified in parts, and each stretch tells you, when it fails, exactly which piece is missing.
Sustain the CRM for the first 30 days so your team really uses it
Configuration is almost never the problem: adoption is. The salesperson's four habits, the manager's routine, what to review each week and the early signals that something is going down the wrong path.
Prospects
The Prospect inbox: receive, qualify and convert into a deal
Every inquiry comes into the Prospect inbox on its own with its source and, if you enable it, an AI score that rates its quality. You review it, assign it to a salesperson and convert it into a deal with one click.
Lead sources: mapping, webhook and historical-lead backfill (without duplicates)
Connect a lead ad from Facebook, Google, TikTok or LinkedIn so its forms feed your Prospect inbox. Map its fields, check the webhook, and bring in historical leads with a backfill whose window depends on the platform, that never creates duplicates and respects what you edited by hand.
Phones
Call from the CRM: every call logs itself
Every call you make or receive with Phones leaves an automatic activity on the person and on their open deals, with the outcome and the exact duration. All you add are the notes — during the call or in the summary that appears when you hang up.
Phones balance and lines: who pays for what
Phones charges two separate things: the prepaid balance that calls and SMS burn, and each line's monthly fee. In an account your agency pays for, both purchases are yours to make from inside that account — your card pays, and the balance and the lines stay with the client.
Sequences
Automate follow-up: Sequences and booking pages
Sequences send emails, tasks and messages automatically to nurture a prospect without anyone having to remember. And with your booking page, the contact picks a time on your calendar and the meeting is scheduled on its own.
Link deals in a sequence (so the automation can move them)
When a sequence links deals, every person you enroll is tied to their most recent open deal: the steps that move or archive deals actually work, the activities land on the deal's timeline, and the person leaves the sequence on their own when the deal is won or lost.
How WhatsApp Business works in the CRM
MB Suite uses the official WhatsApp Business platform. Two rules organize everything else: within 24 hours of the contact's last message you reply with free text; outside that window, only with a template approved by Meta. The costs and policies are set by Meta.
WhatsApp message costs: how Meta's pricing works
WhatsApp messages are charged by Meta, not by MB Suite: they are billed against your WhatsApp Business account, per delivered template message, and the price varies by country and template category. Replying within the 24-hour window is free. The current rates are always on Meta's official page.
Connect or buy your WhatsApp line: the 5 ways, step by step
There are 5 ways to connect WhatsApp, depending on where your number lives today: already in your Business Manager, in the WhatsApp Business app on a phone, brand-new, or a number you buy inside MB Suite (which you can keep on your phone too, or use only from the CRM). First find your case, then follow its exact steps in the interface.
Disconnect your WhatsApp line from the CRM
Disconnecting undoes the same layers as connecting, in reverse order: first the lead source, then the CRM channel, and finally the connection in Data Sources. Your phone's WhatsApp keeps working the whole time, and the conversation history stays in the CRM.
WhatsApp coexistence: what the history sync brings (and what it doesn't)
Coexistence keeps your number working in the WhatsApp Business app on your phone and in MB Suite at the same time. When you connect, it brings your contacts and the last 6 months of your one-on-one chats. Some old files and content stay in the phone: here's exactly what you'll see, what you won't, and why.
WhatsApp templates: create, categories, and Meta approval
Templates are the only way to write to a contact outside the 24-hour window. You create them in the CRM, choose their category, and Meta reviews them before approving. With variables, each template fills itself in with the contact's data.
Reply in the WhatsApp Inbox: owner, salesperson, or AI agent
In CRM > WhatsApp you work all the conversations of your lines. Each thread has an owner —a team member or an AI role— and you can filter by salesperson, tag, and reply with free text within 24 hours or with a template outside them.
WhatsApp attribution: which ad brought each conversation
MB Suite identifies where each WhatsApp conversation came from in two ways: Meta's Click-to-WhatsApp ads, and clicks from your site with the MB Suite Pixel. With that, every sale closed over WhatsApp adds to your real ROAS.
My WhatsApp doesn't send or receive messages
It's almost always one of these causes: the 24-hour window is closed and you need a template, the template isn't approved, Meta hasn't approved the number's name yet, or the coexistence connection dropped because the app wasn't opened. Check in order.
I can't add or connect my WhatsApp number
Adding a number opens Meta's official window, and that's where most blocks happen: the number is already tied to another WhatsApp Business account or app, your Meta Business account needs verification, or you're not an admin. Here's how to tell which one it is and what to do.
Conversions
Offline conversions: tell your ad platforms which leads became sales
"Offline conversions" is what the ad industry calls reporting a conversion that happened away from your website —a deal won in your CRM— back to the platform that brought the lead. Start here: what they solve, how the mapping rules, the grace window and the hashed identifiers work, and which platforms are available today.
Activate Meta offline conversions step by step
The complete Meta guide: the five-step verification, the test event you watch arrive in Events Manager, the standard and custom event names, the amount Purchase requires, the seven-day window and the match-quality score.
Activate TikTok offline conversions step by step
The complete TikTok guide: the five-step verification, the test that doesn't pollute your data, the closed picker of standard events, the twenty-eight-day window, the reconnection an existing TikTok Ads connection needs, and how pixel access is granted in Business Center.
Activate LinkedIn offline conversions step by step
The complete LinkedIn guide: the five-step verification, the conversion rule that acts as the event —picked from your ad account or created without leaving MB Suite—, the validation that sends nothing, the ninety-day window, the reconnection an existing LinkedIn Ads connection needs, and the patience its reports ask of you.
Activate Google Ads offline conversions step by step
The complete Google Ads guide: the six-step verification, the conversion action that acts as the event —picked from your ad account or created without leaving MB Suite—, the test that validates without creating anything, the confirmation Google gives each upload between 30 minutes and 24 hours later, the ninety-day window, the reconnection an existing Google Ads connection needs, and the 14-day trial period of a newly created action.
Conversion sending: statuses, matching and numbers that don't match
Why Meta, Google Ads, TikTok or LinkedIn reports more conversions than your CRM (and why that isn't a bug), when the loop actually closes, what each status in the history means —including Google's deferred confirmation—, and how to raise your match quality.