One record per person
WhatsApp, Instagram, Messenger and email messages, 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, plus each person's bookings, notes and tasks, in a single record. And stage-based pipelines, with automations 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
−40%
less time looking up a customer's details
+25%
more deals followed up on time
−30%
fewer deals going cold without a reply
+15%
more proposals that end up signed
Indicative figures: estimates of the typical improvement, which depend on each business, its sector and how it uses the tool.
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
Create the pipelines you need, with your own stages. Drag a deal from one stage to the next and see what each one is worth.
Automations at every stage
When a deal reaches a stage, an approved WhatsApp template goes out or the salesperson's task is created.
Sales intelligence
Every deal gets a score from 0 to 100 with the reason behind it, so you know who to call first.
A summary of every conversation
AI leaves a note with the key points of each conversation. Whoever picks up the case knows what was said without reading it all.
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 and your email. 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 decide what each team member sees in each pipeline.
03
Let it move on its own
Turn on the automations for each stage and check each deal's score to know 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.Your email inboxesEmails with each customer, alongside the rest of their history.
Google CalendarBookings from your calendar, synced with Google Calendar, show up in each person's record.Meta-approved templatesStage automations send your approved WhatsApp templates.
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: Nobody knows where each sale stands until the Monday meeting.
With Twilbox: Stage-based pipelines showing what each deal is worth, always up to date.
Without Twilbox: Follow-up depends on someone remembering.
With Twilbox: When a deal reaches a stage, the WhatsApp template goes out or the task is created, hands-free.
Without Twilbox: Every deal seems equally urgent.
With Twilbox: Each one has its score from 0 to 100 and the reason.
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.
FAQ
What people usually ask.
Yes. Create as many pipelines as you need, each with its own stages: new sales, renewals, a specific service…
Get every customer in order, starting today.
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