CRM and pipeline
Each lead comes with source and source page. Take opportunities on the pipeline, write from the file and close without re-writing data that you already had in checkout or schedules.
See the demoEvery lead arrives with context, not a bare email
A prospect downloads your guide, books a demo and buys Pro over three weeks. In /crm you see source, pages visited and the deal on the Kanban pipeline — without retyping data you already captured at checkout or /agendas.
How it works in practice
Automatic capture
Forms, surveys, checkout and booking create or enrich the record instantly.
Organize the pipeline
Drag deals in /oportunidades by stage, owner and campaign source.
Write from the record
1:1 emails, campaign history and notes — no export to another ESP.
Close with full data
On conversion, course access and invoice are already tied to the same contact.
What you can do
Contacts, pipeline and 1:1 email fed by site, checkout, bookings and community — one thread per person.
Management of contacts and lists
See all your leads with source, medium and attribution. It imports CSV, creates intelligent lists and enrich data with AI.
Move Opportunities in the Pipeline
A Kanban board at /oportunidades: drag deals between stages, assign an owner and filter by source (webinar, VSL, LinkedIn…).
Writing from the contact sheet
Send emails 1:1, review history of campaigns, surveys and reservations without changing the tool.
The Leads of LinkedIn
Search and import profiles directly to the CRM so that your business team can track it daily.
Sales with context
A whole journey, a whole journey.
Every action creates a contact.
Forms, checkout, booking, chats and signed documents feed the same file — zero duplicate.
The real attribution by lead
You know what landing, campaign or page turned before talking to the prospectus.
Pipeline connected to the embodiment
A reservation or purchase can automatically create an opportunity for you to close without re-writing data.
The visual pipeline
Kanban at /oportunidades with filters by source, funnel and owner.
Real attribution
Know which landing or webinar converted before the first sales call.
Email from the record
Personal follow-up without switching tools or duplicating lists.
See it in Wandari
Frequently asked questions about crm
Last updated: November 2026
Ready to get started?
Build your online academy with courses, community, payments and CRM in one place.
Try now