Free trial
Free sales pipeline: from the spreadsheet to a drag and drop pipeline
The sales pipeline spreadsheet is the first step for many companies. It works until the day the salesperson forgets to update it. On atendIA the pipeline is tied to your WhatsApp conversations and you test it for 7 days free, no credit card.
- 7-day free trial
- No credit card
- Cancel anytime
The short answer
If you are looking for a free sales pipeline, try the atendIA one: 7 days free, no credit card, on any plan. It is a visual drag and drop pipeline, with your company's stages, tied to your WhatsApp, Instagram and Messenger conversations. After the trial it stays on every paid plan.
Pipeline spreadsheet vs. a pipeline tied to WhatsApp
| Point | Pipeline spreadsheet | atendIA pipeline |
|---|---|---|
| Updating the stage | Someone types in a cell | Drag the card to the next column |
| Seeing the conversation | Open the phone and search | Conversation open next to the card |
| Knowing who owns it | A column filled in by hand | Each conversation with an owner |
| Where the lead came from | Ask the customer | A tag for the Facebook or Instagram ad that brought the conversation |
| Conversion | A formula built by hand | Report on new leads, closings and conversion |
Why the pipeline spreadsheet stalls
The sale happens on WhatsApp and the record lives in the spreadsheet. That is two places, and the second depends on someone remembering to update it. As the team grows, each salesperson takes notes their own way, the spreadsheet goes stale and the manager does not know what is really being negotiated. With the pipeline inside the same system as the conversations, the card and the conversation are the same thing. Whoever opens the customer sees the stage and what was said.
A WhatsApp sales pipeline without paying at the start
The trial is the moment to build the pipeline with the real stages of your sale and watch the team use it. Typical stages to start with:
- New contact
- In conversation
- Proposal sent
- Negotiation
- Closed
How to move the spreadsheet into the pipeline
No complicated migration. WhatsApp conversations come in on their own when the number is connected and each one becomes a card you place in the right stage. From there the pipeline keeps itself up to date through the team's own work.
- 1Create your accountSign up with your company details. 7 days free, no credit card.
- 2Connect WhatsAppScan the QR code, just like WhatsApp Web. Your number and conversations stay the same.
- 3Create your sales stagesUse the same names as the spreadsheet columns and drag the contacts to the stage they are in.
- 4Follow the reportAt the end of the trial, see how many contacts came in, how many closed and the conversion rate.
Plans and pricing
The sales pipeline is on every plan, from Basic at $49 per month. On Essential, at $99, the AI answers 24 hours a day and hands over to the salesperson when the conversation needs a person.
See all plansFrequently asked questions
Is there a free sales pipeline spreadsheet at atendIA?
atendIA swaps the spreadsheet for a drag and drop pipeline tied to your conversations, which you test free for 7 days, no credit card.
Can I use the stages I already have?
Yes. The pipeline is built with your company's stages, using the names your team already uses.
Do I need a credit card to try it?
No. Signing up only asks for your company details, phone, email and password. The 7 days are free, and billing only starts if you decide to continue. You cancel from the dashboard itself.
Will my team be able to use it?
Yes. The dashboard works like WhatsApp with more features: conversations on the left, the open conversation next to them and the pipeline as a drag and drop board. Your team starts answering the same day, with no formal training.
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Start serving customers better today
Try atendIA for 7 days with your team and your customers. No credit card, no long-term contract.