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.

Lead Management CRM & Sales Pipeline Software

What Our Customers Say

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

@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

@siddharthaneu

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

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_c1

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

Andrew Lee

@fromlife89

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

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.

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.

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.

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.

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.

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.

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

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

Works great, nice variation of apps

David K.

CEO Small-Business (50 or fewer emp.)

Seif Ahmed

@seif588

Neu

@siddharthaneu

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

Irfan

@mak_web_media

Peter C

@peter_c1

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

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

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.

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.

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

Voglio lasciare questa recensione perché vorrei dirvi 2 cose importanti: una è che chi non parla bene l'inglese spesso si ritrova a dover convivere con goggle traduttore come suo migliore amico e l'altra è che BOEI è fantastico, semplice e intuitivo anche per chi non parla bene l'inglese. Sono veramente entusiasta della facilità di utilizzo già dalla prima volta che raramente trovo un' app simile. Personalmente la consiglio a tutti! P.s. Se vuoi comprendere e non parli italiano puoi utilizzare google traduttore :-)

Daniel Gyger

un must de simplicité et d'efficacité le tester c'est l'approuver en tout cas on ne peu que le conseiller

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

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.

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.

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.

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

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

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.

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.

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.

Chandra Kusuma

Pepe

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.

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(

Lead Management CRM Built for Conversions

Visual Sales Pipeline That Actually Works

Unified Inbox: All Conversations in One Place

Trusted by 10,000+ Businesses Worldwide

Everything You Need in a Lead Management CRM

Visual Kanban Pipeline

Lead Details & Notes

Linked Conversations

Team Collaboration Made Simple

What Our Customers Say

Get Your Sales Pipeline Running in Minutes

Set Up Your Pipeline

Capture Leads Automatically

Close More Deals

Perfect For Every Business Type

E-commerce

Agencies

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Frequently Asked Questions

What is a lead management CRM?

How many pipeline stages can I create?

Can I organize leads into different groups?

How does lead assignment work?

Can I see conversation history with leads?

Does the CRM work with the Boei widget?

How do I add notes to a lead?

Is there a mobile app for the CRM?

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