CRM

Turn campaign leads into sales: pipelines, deals, WhatsApp, sequences, attribution, and AI.

Overview

From prospect to close: how your CRM works

The CRM closes the loop between marketing and sales: every lead from your campaigns enters the funnel, your team works it with WhatsApp, email and calls, and you see which campaign generated each sale. This is the journey you'll run every day.

Pipelines

Build your sales funnel: pipelines, stages and deals

Your funnel is the stages each deal moves through until it closes. Rename the stages so they match your real process and set the currency; then work the deals in board, spreadsheet, forecast or calendar, with all their information —notes, custom fields, value and owner— in one place.

Team

Add your sales team to the CRM

For someone to work in the CRM they must first be a member of the account; only then do you give them a CRM role (Salesperson, Manager or CRM Admin). Each salesperson then connects their own email, calendar and booking page.

Import

Import your current contacts and deals

If you already have your base in a spreadsheet, you upload it as a CSV and map each column to the CRM field. That way you start with your people, companies and deals loaded, without entering them by hand.

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.

Deals

Manage a deal: history, activities and agenda

Each deal keeps the contact's full history —email, calls and WhatsApp— in one place. You log notes, create tasks and schedule follow-ups, and organize your day in Activities so none of them slips through.

Communications

Centralize WhatsApp, email and calls in the CRM

Connect WhatsApp with the official API, your email (Gmail, Outlook or IMAP) and telephony, and work all conversations alongside the contact's history. Each person connects their personal channels; the business WhatsApp is connected once.

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.

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.

Connect or buy your WhatsApp line: the 3 modes

You add a number from Settings > Data Sources and choose the mode based on how you use it today: coexistence (it stays in the app and in MB Suite), a number that already sends through the API, or a brand-new number. Then you activate it in the CRM. If you don't have a number, you can buy a dedicated one.

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.

Ai

Qualify and boost deals with AI (AI Score and AI Coach)

The AI Score rates each prospect's quality so you prioritize the ones with the most intent, and the deal's AI Coach gives you recommendations and a risk level to move it forward. Both are optional and are enabled in the CRM settings.

Attribution

Attribution: which campaign generated each sale (real ROAS)

The CRM's attribution connects each closed sale with the campaign that originated it, cross-referencing your ad spend with actual sales. You see the real ROAS: not clicks or leads, closed money over real spend.

Pixel

Install the MB Suite Pixel to attribute your web traffic

The MB Suite Pixel is a script you place once on your site that captures which campaign each visitor comes from (Meta, Google, TikTok, organic, UTMs). That way each lead from your forms and each click to WhatsApp arrives in the CRM with its origin, and your attribution shows the real ROAS.

Troubleshooting

Leads don't come into the CRM or don't sync

If inquiries don't appear in the inbox, it's almost always because the source isn't linked to the CRM, the form is paused, or a key field like email is unmapped. Check these causes in order.

Use cases

Get the most out of the CRM: actionable use cases

Ready-to-run recipes with what the CRM already shows you: avoid lead leakage between marketing and sales, prioritize by AI Score, measure the real ROAS per campaign, and nurture prospects automatically.

Reports

CRM reports: ready-made sales reports and building your own

In CRM > Performance > Reports you get ready-made system reports — sales by month, by salesperson, by channel and by lead source — each with KPIs, charts and a full table. And you can build your own by picking metrics and dimensions.

CRM