Lead Management CRM Built for Conversions

Turn website visitors into customers with a visual sales pipeline. Drag-and-drop leads through custom stages, assign to team members, and never lose track of a conversation.

Visual sales pipeline with Kanban board
Assign leads to team members
Shared inbox for all conversations
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Andrew Lee David S. Vance W. Grant Nitesh Manav
from 159 reviews

Visual Sales Pipeline That Actually Works

Stop losing leads in spreadsheets. Our Kanban-style deal pipeline gives you instant visibility into every deal. See exactly where each lead is in your sales process, schedule follow-ups with smart timing, and let automated reminders keep your team on track.

  • Unlimited custom columns for your sales stages
  • Group leads by business line, product, or region
  • Smart scheduling respects working days and time zones
  • Filter and search across your entire pipeline
Try Sales Pipeline Free
CRM visual pipeline with Kanban view
Shared inbox with AI chatbot and WhatsApp leads

Shared Inbox: All Conversations in One Place

Your leads contact you through WhatsApp, email, SMS, chat, contact forms, and more. Our lead management CRM connects to your shared inbox so you can see and reply to every conversation without switching tools. Send bulk follow-ups via email or WhatsApp directly from the pipeline.

  • View complete conversation history per lead
  • Bulk follow-ups via email and WhatsApp
  • Automated follow-up reminders per lead
  • Works with 50+ contact channels
See Shared Inbox

Trusted by 17,000+ Businesses Worldwide

17,000+

Businesses use Boei CRM

160+

Five-star reviews

50+

Integrated channels

5 min

Setup time

Everything You Need in a Lead Management CRM

A complete sales pipeline CRM that helps you capture, organize, and convert leads into paying customers

Visual Kanban Pipeline

Drag and drop leads through custom stages - New, Contacted, Qualified, Won. Organize by groups, assign to team members, and see your entire sales process at a glance

Lead Details & Notes

Store contact info, add follow-up notes, and track every interaction. Assign leads to team members so nothing falls through the cracks

Linked Conversations & Follow-ups

See the full conversation history with each lead. Reply directly via WhatsApp, email, or chat. Schedule automated follow-ups that respect working days and your lead's time zone

Team Collaboration Made Simple

Assign leads to team members, add internal notes, and track who's working on what. See when AI chatbots capture new leads in real-time. Set follow-up reminders so no lead goes cold. Perfect for sales teams of any size.

  • Assign leads to specific team members
  • Follow-up reminders with smart scheduling
  • Bulk email and WhatsApp follow-ups
  • See team activity and lead ownership
Start Team Trial
CRM team collaboration with assigning team members

What Our Customers Say

Dr. Kirk Sanford

Dr. Kirk Sanford

CEO & Founder, Longevity Medical Institute

It's all upside — Boei dramatically improves responsiveness, patient conversion, and operational efficiency, and the ROI is easily justified.
Susan Jones

Susan Jones

Founder/CEO, WebMaxSEO

We initially installed Boei on our agency website to test its capabilities, and the results were so impressive that we've now implemented it across approximately 10 client sites. The AI chatbot not only learns from each website's unique content but also provides valuable data for our SEO strategies.
Marcel Hogenhout

Marcel Hogenhout

Managing Director, Orangebeard

Boei integrates all possible chat, mail, and call applications in a very accessible way. It helps us to create a simple but beautiful contact button on our websites without external help.
Koen Rens

Koen Rens

Owner, Luxe Kattenhotel

It's super easy for end users to contact us using Boei. It's clear and extremely user-friendly. With the drag and drop editor, I was ready in only a few minutes.
David K.

David K.

CEO Small-Business (50 or fewer emp.)

What do you like best about Boei? I'm giving 10 points. Why? This app is super easy. You can configure your chat widget in 5 minutes, add a JS script to your "header" in your theme and wooollaaa done. Nothing hard. We have been using Boei mainly for small corporate websites. It really solves our need to have a small chat widget which does not add up 150Kb and XXXXX JS scripts. It's really lightweight and it does not affect your website speed.
Seif Ahmed

Seif Ahmed

@seif588

I have been using Boei for over a year. It is very simple yet effective to implement it. Support is great - Ruben is always responsive and helpful. The product has also added new features which I have not yet needed but good to know Ruben is always working hard to add value to users of Boei. I am sure there are other similar solutions but for the price, support and features (and future updates), this is a great value.
Neu

Neu

@siddharthaneu

Ruben has been consistent with Boei and made a lot of improvements! All the best brother!
Irfan

Irfan

@mak_web_media

I have been using BOEI for over a year and absolutely amazed with the growth and new features. I recommend BOEI to anyone who is looking to increase website engagement with multiple communication channels.
Peter C

Peter C

@peter_c1

Great founder Ruben , responds personally to emails, and always looking to improve Boei.
Andrew Lee

Andrew Lee

@fromlife89

It's a great tool especially for managing multiple websites and agencies.
Grzegorz G.

Grzegorz G.

I have a quick chat on each page, so it simplifies the way my clients can get in touch with me. It was very easy to implement and they continue to improve this software and are open to feedback. An easy way to add a communication widget to the website. I like best that it supports Messenger and Whatsaap, phone, email and live chat and it is easy to translate for multilingual pages. I can't think about real drowbacks. The [SENSITIVE CONTENT] reply all the support questions quickly and effectively, they are open to feedback. I had no issues at all with this software. Maybe if they could add some protection against spammers if you use the contact form and in some future add a chatbot, that would be fantastic.
Joshua G.

Joshua G.

I was looking for a chat app to easily communicate with my customers. I didn't want to install anything overly complex and I just wanted something that worked within minutes. After briefly using Boei, I knew it was right for me. It's super lightweight and easy to use, plus it has all the chat bots that you might need! Highly recommend to anyone looking for something simple. I wish there was a better UI or more design options.
Ronald D.

Ronald D.

Director Small-Business (50 or fewer emp.)

What do you like best about Boei? Simple, easy to use and implement with little technical support What do you dislike about Boei? Logo deisgns can be improved and some customization of logos of different widgets What problems is Boei solving and how is that benefiting you? On multiple sites, users require different feedback channels. This allows simple customization
Fahd T.

Fahd T.

Founder Small-Business (50 or fewer emp.)

What do you like best about Boei? The best part is the simplicity of the product and ease of use. What do you dislike about Boei? The weak part is the lack of depth for advanced users. What problems is Boei solving and how is that benefiting you? Helps capture visitors using different communication channels under one platform.
David S.

David S.

CEO/Founder Small-Business (50 or fewer emp.)

What do you like best about Boei? It's extremely easy to gather different communication channels under one UI, simplifying the contact process for users, which is essential because it allows us to meet our clients via their preferred method (and not the one we impose on them) What do you dislike about Boei? I wish they had more design options to make it less standard amongst different websites. Another thing that could be better is the speed at which new integrations are added; it could be faster. What problems is Boei solving and how is that benefiting you? Some users prefer contact forms, other live chats, other Instagram/facebook DmS, ETC. Boei allows us to display all these channels in a simplified and unified manner.
Vance W.

Vance W.

We have been using Boei for many clients over the past year and the impact on the page speed is negligible and helps convert website visitors to warm leads. Ease of deployment, lightweight code, and overall flexibility and functionality. The form component isn't exactly flexible and extensive enough for most uses so we often have to use another form solution.
Julien V.

Julien V.

Développeur d'e-commerce Small-Business (50 or fewer emp.)

What do you like best about Boei? Lightweight, opens instantly, lot of features (whatsapp, messenger, contact form, links) What do you dislike about Boei? Not including a built-in chat app, more design customizations could be good What problems is Boei solving and how is that benefiting you? Allowing website visitors to contact us through their preferred channel (whatsapp, phone call, etc)
Grant

Grant

I'm a tech noob, but Boei was super easy to install on my site. I've added several options for contacting me through different channels, links to questionnaires / contact forms, and links to my socials... It's so much more than just a chat button, which is awesome!
Hansie

Hansie

Works great, nice variation of apps
Chandra Kusuma

Chandra Kusuma

The greatest chat widget for websites I have ever tried. It's quite light and not reduce the site loading speed. Quite easy to install on any type of sites/CMS platform. The features and integrations is continuously developed. The support Ruben and his team provide is the best. Easily number one pick.
Pepe

Pepe

This is a great way to chat with visitors on their favorite channels. I really like this because it's simple to implement. It's also easy to find new integrations because there are many channels to choose from (Line, WhatsApp, Email, Contact form, etc.). Ruben, the founder, is also a great guy, always listening to users requests and feedbacks.
Arjun E.

Arjun E.

Boei is very easy to customize and install on my platforms. Sub-accounts have not yet arrived, and it's very important for my clients' use.
José Manuel D.

José Manuel D.

Very easy to install and use. A lot of options of contact. User doesn´t have an option to close or make it dissappear from a site (if they dont want or need to contact(
Cristian Trappolini

Cristian Trappolini

I want to leave this review because I want to tell you 2 important things: one is that those who don't speak English well often find themselves having to live with Google Translate as their best friend, and the other is that BOEI is fantastic, simple and intuitive even for those who don't speak English well. I am really enthusiastic about the ease of use from the first time, which I rarely find in a similar app. Personally I recommend it to everyone!
Daniel Gyger

Daniel Gyger

A must for simplicity and efficiency. To test it is to approve it, in any case we can only recommend it.
Nitesh Manav

Nitesh Manav

It's a light-weight, easy to set-up and use. It increases conversions by talking to visitors on their favorite channels. Above this, it's also cookie-free and GDPR proof which makes it more light-weight and secure.
Renaat Sioncke

Renaat Sioncke

Boei.helps is an easy-to-use app to connect a support/help icon to your website. I just set up four websites with different social media links, all in no time. Boei helps to customize and speed up my website building work-flow.
Dr. Kirk Sanford

Dr. Kirk Sanford

CEO & Founder, Longevity Medical Institute

It's all upside — Boei dramatically improves responsiveness, patient conversion, and operational efficiency, and the ROI is easily justified.
Susan Jones

Susan Jones

Founder/CEO, WebMaxSEO

We initially installed Boei on our agency website to test its capabilities, and the results were so impressive that we've now implemented it across approximately 10 client sites. The AI chatbot not only learns from each website's unique content but also provides valuable data for our SEO strategies.
Marcel Hogenhout

Marcel Hogenhout

Managing Director, Orangebeard

Boei integrates all possible chat, mail, and call applications in a very accessible way. It helps us to create a simple but beautiful contact button on our websites without external help.
Koen Rens

Koen Rens

Owner, Luxe Kattenhotel

It's super easy for end users to contact us using Boei. It's clear and extremely user-friendly. With the drag and drop editor, I was ready in only a few minutes.
David K.

David K.

CEO Small-Business (50 or fewer emp.)

What do you like best about Boei? I'm giving 10 points. Why? This app is super easy. You can configure your chat widget in 5 minutes, add a JS script to your "header" in your theme and wooollaaa done. Nothing hard. We have been using Boei mainly for small corporate websites. It really solves our need to have a small chat widget which does not add up 150Kb and XXXXX JS scripts. It's really lightweight and it does not affect your website speed.
Fran Tully

Fran Tully

Very happy to give 5 Stars for this plugin. Over 70% of my business enquiries are coming from Smartphone users based on my Google Analytics. Boei allows those users to contact me on their preferred social Channel with one click. I also can follow up on that channel later or over time with the conversion thread preserved. It's a pop up with a GIF that looks great on my site. And it gives the prospective client the opportunity to fill out a standard contact form as well. I am implementing it on all my sites now, and I am very happy to recommend. I would try the free version first so you are sure. Thanks Fran
Proinsias M.

Proinsias M.

It was very easy to configure and setup on my website. The only issue I had to deal with was to decide what channels not to include in the pop up on the website. I need to be clear what are the essential channels to include for each site that I design. Very happy to give Top Marks to this Plugin. Most of my business enquiries are coming from Smartphone users based on my Analytics. Boei allows those users in particular contact me on the preferred social Channel with one click. I also can follow up on that channel later or over time with the conversion thread preserved. Its a pop up and also give the prospective client the opportunity to fill out a standard contact form as well. I am implementing it on all my sites now and I am very happy to recommend. I need to make sure I am not including channel options that are not relevant, so I need to be sure of my target audience to avoid clutter when the pop up is activated.
Gavin S.

Gavin S.

It makes it easier for website visitors to engage with me on the channel of their choice. Installing Boei was simple, took less than 5 minutes, and I was up and running. What I liked is that you can install it on Wordpress, HTML, and even on other page builders. You can use it with WhatsApp, Telegram, Live chat, Facebook messenger, or any combination of them at once so that visitors can pick the channel they're most comfortable with. None at the moment, everything is working as it should be.
Sara Hall

Sara Hall

How is this possible? I have been searching for a service like boei, without success for over a year. What magic is this? Isn't set up supposed to be supremely complicated, involving a coding degree, extensive technical knowledge and possibly a miracle? Boei just works. It works so well I was suspicious of it for nearly a whole week, sending endless texts and emails to myself in utter disbelief, when it failed to keel over! Set up is straight forward, easy and takes minutes. Seriously, I cannot recommend Boei enough.
Mike Foston

Mike Foston

Just about as easy as it gets. It uses all the ways you already have to connect to you, lets your customers choose how they want to connect, and doesn't give you another place to check for messages. Has plenty of configuration options, and support has been very responsive, and willing to listen to ideas to make improvements. Really pleased with how it looks on my sites as well. Bit of a bargain!
Lukáš H.

Lukáš H.

Ease of use and the number of possible integrations. Honestly I can't say there is anything I didn't like when using Boei.
Bikram K. S.

Bikram K. S.

Boei has been a time saver for me. I was looking for a way to integrate various social media chat options into my website so that my customers can contact me using the platform of their choice. I tried 3-4 other platforms but nothing came closer to the experience I finally got from Boei. Its WhatsApp and Google Map integration bought me over. I just wish it has support for Frase assistant and Gist assistant. Ease of use, and painless integration of various chat platforms. lacking integration with Frase and Gist and some of the labels are confusing.
Jay F.

Jay F.

I like that Boei is an AI that learns and continues improving by using our website's information to best answer user questions and guide them on our site. The ease of use is fantastic, requiring no coding or extensive setup work. I was able to have it running on our website in less than 30 minutes even with full customization. If I were to grade the setup ease on a scale of 1 to 10, I would give it an 11.
Ilias A.

Ilias A.

SEO Specialist

Boei is pretty straight-forward to setup. It is lightweight and converts website visitors into leads without over-effort. It simply works on autopilot, while you receive weekly reports on its performance with suggestions for improvement! After setting it up, I just have more leads. Simple.
Jon

Jon

I have followed the intuitive process to set this up on a number of my sites. It has always been easy and it has worked right out of the box. I like the fact that it is a simple widget that can be customized to any channels you wish to add.
Weboo.gr

Weboo.gr

Setting up Boei is a piece of cake. It's lightweight and does all the hard work for you — converting visitors into leads without too much effort. And, to top it off, you get weekly reports with recommendations on how to optimize performance! The support is direct and to the point, and its features are improving steadily.
Roscoe Houston

Roscoe Houston

Really love how far Boei has come and grown! A must have in tool box!
Dieter Staudinger

Dieter Staudinger

Boei is the superglue that bonds together our communication with our leads and customers, in the channels they most value. Boei is simple to setup and easy to use. Our team loves Boei and we highly recommend you take a look how Boei can help up your communication game!
Jeremy Smith

Jeremy Smith

Boei is reliable, and brilliant at combining multiple tools together for taking care of prospects or customers. You can integrate tools you already use, plus add a few on their own. Great software.
Brendah Akoth

Brendah Akoth

Very great app! It does as it says and it's the most editable chat plugin compared to the others. A few days after installing it, I got inquiries and it opened my eyes to my audience. So it works and saves me time! Great automation partner!
Alexander Martenson

Alexander Martenson

I'm impressed with Boei. The application is simple and intuitive. Having this kind of availability for my prospects coming through my website is vital to my business.
Sheeny

Sheeny

Love this service. My customers can contact me with over a dozen different communication apps whatever they prefer so you never lose out on a customer that might be shy of say WhatsApp and use Viber instead.
Nuno

Nuno

Boei is a lightweight alternative to live chat plugins, talk to customers on their favorite channels. It has many integrations and you can use on WordPress, Shopify or any website using custom HTML. Not only Boei has good customer service but will also help yours.
Robert-Jan

Robert-Jan

CEO/Founder

Ruben has built an amazing and straightforward chat solution. Just let the client chose which option he wants to use! But it doesn't stop there. You can also add buttons that link to an external website, other pages on your website, integrate your chatbot, and so on. So simple, yet so powerful!
CyberCooker

CyberCooker

Nowadays, omnichannel offers us great advantages, but when we want to incorporate all the channels in our site we face a great dilemma: to include icons for each channel, generating visual saturation and confusion. It is here where Boei becomes a fantastic tool, since in a simple way it gives us the necessary order to provide our customers with a wide range of channels so that they can choose the one they feel most comfortable to communicate with us.
Eddine

Eddine

Boei is genuinely one of the most underrated tools on AppSumo. It's lightweight, super easy to install, and gives you so many options to connect with your website visitors. Whether it's WhatsApp, Messenger, email, or a simple contact form, Boei covers it all in one clean, customizable widget. What I love most is how versatile it is — it fits seamlessly with my site, doesn't slow things down, and caters to every visitor's preferred way of communication.
Jairo R.

Jairo R.

Account Executive

Excellent product and service. I can't complain about the level of support I've received. They are receptive to customer feedback and have a public roadmap.
Jaime M.

Jaime M.

Co-Founder

A simple and minimalistic tool with a lot of power! Displaying all of our contacts in a compact and easy to access way.
Stefan M.

Stefan M.

CEO

The integration of communication channels like WhatsApp, Facebook Messenger and Telegram as chat widgets on every page I like, the customizability and the very easy setup. Best Chat and Communication Widget I ever used.
Albert H.

Albert H.

Trainer

I used Replain before, but that is very complicated to manage. I searched for this solution for a long time and I really like it very much! Best solution for communication through your website!
Andres S.

Andres S.

Director

I use the tool on my website to get in touch with my visitors and without having to publish a form that could be abused by spammers. Communication is more fluent and direct as each user can choose their preferred channel to get in touch. Easy to use, many messaging options, customization, easy to implement on virtually any website, reports and analytics, fast to load.
Fran Tully

Fran Tully

Very happy to give 5 Stars for this plugin. Over 70% of my business enquiries are coming from Smartphone users based on my Google Analytics. Boei allows those users to contact me on their preferred social Channel with one click. I also can follow up on that channel later or over time with the conversion thread preserved. It's a pop up with a GIF that looks great on my site. And it gives the prospective client the opportunity to fill out a standard contact form as well. I am implementing it on all my sites now, and I am very happy to recommend. I would try the free version first so you are sure. Thanks Fran
Proinsias M.

Proinsias M.

It was very easy to configure and setup on my website. The only issue I had to deal with was to decide what channels not to include in the pop up on the website. I need to be clear what are the essential channels to include for each site that I design. Very happy to give Top Marks to this Plugin. Most of my business enquiries are coming from Smartphone users based on my Analytics. Boei allows those users in particular contact me on the preferred social Channel with one click. I also can follow up on that channel later or over time with the conversion thread preserved. Its a pop up and also give the prospective client the opportunity to fill out a standard contact form as well. I am implementing it on all my sites now and I am very happy to recommend. I need to make sure I am not including channel options that are not relevant, so I need to be sure of my target audience to avoid clutter when the pop up is activated.
Gavin S.

Gavin S.

It makes it easier for website visitors to engage with me on the channel of their choice. Installing Boei was simple, took less than 5 minutes, and I was up and running. What I liked is that you can install it on Wordpress, HTML, and even on other page builders. You can use it with WhatsApp, Telegram, Live chat, Facebook messenger, or any combination of them at once so that visitors can pick the channel they're most comfortable with. None at the moment, everything is working as it should be.
Sara Hall

Sara Hall

How is this possible? I have been searching for a service like boei, without success for over a year. What magic is this? Isn't set up supposed to be supremely complicated, involving a coding degree, extensive technical knowledge and possibly a miracle? Boei just works. It works so well I was suspicious of it for nearly a whole week, sending endless texts and emails to myself in utter disbelief, when it failed to keel over! Set up is straight forward, easy and takes minutes. Seriously, I cannot recommend Boei enough.

Get Your Sales Pipeline Running in Minutes

Set up your lead management CRM in three simple steps - no technical skills required

1

Set Up Your Pipeline

Create custom stages and groups that match your sales process. Add columns like New, Contacted, Qualified, Proposal, Won - whatever works for your business.

2

Capture Leads Automatically

Connect your website with Boei's widget. Every contact form, WhatsApp message, or chat becomes a lead card in your CRM with full conversation history.

3

Close More Deals

Drag leads through your pipeline, assign to team members, add notes, and never lose track of a follow-up. Watch your conversion rate grow.

Perfect For Every Business Type

Our lead management CRM adapts to how you work

E-commerce

Track product inquiries, manage pre-sales questions, and convert browsers into buyers

Agencies

Organize clients by project or service line, assign account managers, track proposals

Real Estate

Manage property inquiries, track viewings, and close deals faster with visual pipeline

Healthcare

Handle patient inquiries, track appointments, and manage referrals professionally

Frequently Asked Questions

What is a lead management CRM?

A lead management CRM is a system that helps you track and organize potential customers (leads) through your sales process. Boei's CRM uses a visual Kanban board where you can create custom stages, drag leads between columns, and never lose track of a sales opportunity.

How many pipeline stages can I create?

You can create unlimited custom stages (columns) in your sales pipeline. Common stages include New, Contacted, Qualified, Proposal Sent, Negotiation, Won, and Lost - but you can name them anything that fits your sales process.

Can I organize leads into different groups?

Yes! You can create multiple rows/groups to segment your leads however you want - by business line, product category, region, lead source, priority level, or any other criteria. This makes it easy to manage leads across different parts of your business.

How does lead assignment work?

You can assign any lead to a specific team member. They'll see their assigned leads in the CRM, and you can filter to see who's working on what. This ensures every lead has a clear owner responsible for follow-up.

Can I see conversation history with leads?

Absolutely! Every lead card shows the full conversation history from when they first contacted you. Whether they reached out via WhatsApp, email, AI chatbot, or contact form - you can see the complete history right from the CRM.

Does the CRM work with the Boei widget?

Yes, they're fully integrated. When someone contacts you through your Boei widget, they automatically become a lead in your CRM with all their contact details and conversation history attached. No manual data entry needed.

How do I add notes to a lead?

Click on any lead card to open it, then add notes, contact information, or any details you need for follow-up. Notes are saved instantly and visible to your team members who have access to the lead.

Is there a mobile app for the CRM?

Boei's CRM works great on mobile browsers - fully responsive so you can check your pipeline, update leads, and respond to customers from anywhere. No app installation required.

Explore More Boei Features

Discover how Boei helps you capture, manage, and convert leads across every channel

Shared Inbox

All your conversations from WhatsApp, email, chat, and more in one unified inbox.

AI Chatbot

An AI sales agent that answers questions, captures leads, and books meetings 24/7.

All Features

See the full list of features that make Boei the all-in-one customer engagement tool.

Lead Generation

Turn every website visitor into a lead with smart forms, popups, and AI-powered capture.

Pricing

Plans starting at $11/mo. Find the right plan for your team and start your free trial.

Ready to Organize Your Sales Pipeline?

Join 17,000+ businesses using Boei's lead management CRM. Start your 7-day free trial - no credit card required!

Start 7-Day Free Trial Contact Sales

Enterprise? Schedule a demo →

7-day free trial • No credit card required • Unlimited pipeline stages • Full conversation history