One record per person
WhatsApp, Instagram, Messenger and email conversations, leads from your Meta ads and your forms, bookings, notes and tasks in one place. Plus company records for your business customers.
CRM & sales pipeline
Every customer's full story, every deal in plain sight.
Every WhatsApp, Instagram, Messenger and email conversation, the leads from your Meta ads and your forms, plus each person's bookings, notes and tasks, in a single record. And stage-based pipelines, with automations included that follow up for you.
CRM · Sales pipeline
Open deals
Pipeline value€29,300
New2
€3,600Central Optics
€1,200
Lumen Studio
€2,400
Interested2
€5,700Automated
Hotel Mirador
€3,800
Ribera Workshops
€1,900
Proposal2
€15,700Northside Clinic
€6,500
Vertex Group
€9,200
Won1
€4,300Nova Academy
€4,300
No manual setup
Explain how you sell and Lía builds your pipeline.
Walk her through the steps a customer takes from first question to yes. Lía creates the stages, the follow-ups and the proposal templates. You fine-tune it and set it going.
- Stages with a target time for each one
- Automatic follow-ups when a deal reaches a stage
- Proposal or quote templates, ready to send
LíaYour AI assistant in Twilbox
At the clinic, patients get in touch, come for a first visit, receive a quote and then decide.
How many days should pass at each step before I remind you to follow up?
Two days to reply, and a week once they have the quote.
Done. Your pipeline is ready:
- 4 stages: enquiry, visit, quote, accepted
- Alert after 2 days with no reply
- Quote follow-up after 7 days
- Quote template with your branding
−40%
less time looking up a customer's details
+25%
more deals followed up on time
−30%
fewer deals going cold without a reply
Indicative figures: estimates of the typical improvement, which depend on each business, its sector and how it uses the tool.
Clínica SonrisaSponsored
Book your first check-up free
Meta form
Name
Carlos Ruiz
Phone
+34 612 345 678
New lead1 min ago
CRCarlos Ruiz Spring campaign · Instagram
Stage: New Assigned to Marta
Welcome WhatsApp sent
Leads that come in on their own
Your Meta ads and your forms, straight into your CRM.
Everyone who shows interest lands in their record and their stage right away, with no spreadsheets to download and no details to copy by hand. All you have to do is look after them.
- Leads from your Facebook and Instagram ads arrive instantly, in the stage you choose, with the campaign and ad name.
- Your advanced forms create the contact and the deal: step by step, with several people each filling in their part and a code to confirm identity.
- A stage automation welcomes them on WhatsApp or by email and assigns them to the right person.
Lía keeps an eye on your pipeline
Know where each sale slows down and why.
Set a target time for each stage and Lía, your assistant, reviews the pipeline for you: which stage is slow, which deals have stalled and how each team member is doing.
- A target time for each stage, in minutes, hours or days, with a traffic light that turns orange or red when it runs over.
- The most overdue deals rise to the top and you get an alert, so none of them go cold.
- Lía tells you which stage is slowing your sales down and why, in plain words.
- Everything is visible per person: what each one has open, what's overdue and every step taken, on record.
Pipeline healthLast 30 days
NewTarget: 2 h
1 h 20 min
ContactedTarget: 2 days
1.5 days
ProposalTarget: 5 days
9 days
NegotiationTarget: 7 days
6 days
Lía has reviewed your pipeline
The Proposal stage is slowing down: 6 deals have been there over 5 days and 4 are Marta's, who has twice the workload.
By person
- MMarta14 open · 4 overdue
- JJavier7 open · on track
- LLucía9 open · 1 overdue
What's included
Everything you need to sell with a clear process.
No spreadsheets or scattered notes: your whole team sees the same thing, in the same place.
Stage-based pipelines, with automatic assignment
Create the pipelines you need, with your own stages. Every new deal is shared out across your team automatically, and you see what each stage is worth.
Automations included at every stage
When a deal enters a stage, an approved WhatsApp template or an email goes out, a task is created or a follow-up sequence starts. And you can set what has to be done before it moves on.
A target time for every stage
Decide how long a deal should stay in each stage, in minutes, hours or days. If it runs over, it turns orange or red, the most overdue rise to the top and you get an alert.
Lía analyzes your pipeline
Your assistant summarizes every conversation, scores every deal and suggests the next step. And she tells you where sales get stuck and how each team member is doing.
Proposals and e-signature
Send the proposal from the customer record and they sign it on their phone, with built-in e-signature.
How it works
Your CRM up and running in three steps.
01
Connect your channels
WhatsApp, Instagram, Messenger, your email, your Meta ads and your forms. Everyone who messages you, books or fills in a form already has a record.
02
Build your pipelines
Set up the stages of the way you sell and the target time for each one, and decide what each team member sees in each pipeline.
03
Let it move on its own
Turn on the automations for each stage and let Lía tell you where your pipeline slows down and where to put your effort.
Connections
Everything that happens on your channels ends up in the record.
Every conversation and every booking is saved to the contact, with nothing copied by hand.
WhatsAppEvery WhatsApp conversation is saved to the contact's record.InstagramInstagram direct messages, with the person already saved.MessengerConversations from your Facebook page, in the same history.Meta adsWhoever fills in the form on your Facebook or Instagram ad shows up in the CRM, in the stage you choose and with the campaign name.
Your email inboxesEmails with each customer, alongside the rest of their history.
Twilbox formsYour forms on your website or shared by link create the contact and the deal, with nothing copied by hand.
Google CalendarBookings from your calendar, synced with Google Calendar, show up in each person's record.Before and after
From spreadsheets and memory to a CRM that works with you.
Without Twilbox
With Twilbox
Without Twilbox: Customer details are scattered across your phone, your email and a spreadsheet.
With Twilbox: One record with all their conversations, bookings, notes and tasks.
Without Twilbox: You download your Meta leads into a spreadsheet and call them days later.
With Twilbox: They arrive in the CRM instantly, in their stage and with someone assigned.
Without Twilbox: Follow-up depends on someone remembering.
With Twilbox: When a deal enters a stage, the WhatsApp template or email goes out, or the task is created, hands-free.
Without Twilbox: Nobody knows where sales get stuck until the Monday meeting.
With Twilbox: Every stage has its target time and Lía tells you where things slow down and why.
Without Twilbox: Proposals go out by email and signatures take forever.
With Twilbox: Proposal and e-signature from the same record.
Who it's for
Built for businesses that sell with follow-up.
Sales teams
Each salesperson with their own deals, shared pipelines and tasks created automatically as a sale moves forward.
Law firms and consultancies
First consultation, proposal and signature in the same record, with a summary of every conversation at hand.
Clinics and beauty salons
Patients with their bookings and messages, and treatment quotes tracked stage by stage until they're accepted.
It works for every kind of business
- Freelancers and independent professionals
- Lawyers and law firms
- Dental clinics
- Physiotherapists
- Psychologists
- Beauty salons
- Hairdressers and barbers
- Gyms and yoga studios
- Training academies
- Schools
- Vets
- Estate agents
- Accountants and advisers
- Insurance brokers
- Online shops
- Local shops
- Restaurants and cafés
- Hotels and holiday lets
- Car repair garages
- Builders and installers
- Marketing agencies
- Coaches and trainers
- Photographers
- Event planners
FAQ
What people usually ask.
Yes. Create as many pipelines as you need, each with its own stages: new sales, renewals, a specific service…
Yes. You can limit each pipeline to the people who work on it. If you don't set a limit, the whole team can see it.
Lía, your assistant, looks at the conversation and the deal and gives it a score from 0 to 100 with the reason, so you know why it's high or low. It helps you decide where to start; the decision is still yours.
No. They're created automatically when someone messages you on your channels, books an appointment, or fills in one of your forms or the form on your Meta ads. You can also add them yourself.
Yes. Connect your Meta account and choose which pipeline and stage they go to. Whoever fills in the form on your Facebook or Instagram ad shows up in the CRM right away, with the campaign name, and the stage automation can welcome them and assign them.
Yes. Give each stage a target time in minutes, hours or days. If a deal runs over, it turns orange or red, moves to the top of the list and you get an alert. Lía uses those times to tell you where your pipeline slows down.
No. The CRM, automations and all, is one of the modules you choose within your plan. If your module slots are already full, add it on its own for €9 a month.
Get every customer in order, starting today.
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