Qualification on your criteria
Budget, timeline, company size, whatever decides a real lead for you. The agent asks for it in conversation and the board shows you which stage each one reached.
Sales and CRM
Every lead on a board, every stage in your CRM.
Sales conversations on WhatsApp go stale in a shared inbox. On a Smart Board they have stages, an owner, and an agent that qualifies and updates the CRM as they move.
A pipeline, not a pile of chats.
CRM updates as an action
Creating the contact, moving the stage, logging the note — these are actions the agent performs under your permission, not a manual step somebody does afterwards from memory.
A pipeline your team can see
Enquiry, qualified, quoted, won. The board is the pipeline, so the whole team sees who is handling what, what is unread, and where every conversation stalled.
Set it up around the pipeline you have.
01
Name the stages
Make the board columns the stages your pipeline already has. The last column is the objective — a booked call, a sent quote, a closed deal.
02
Give it the sales knowledge
Price lists, product specs, the objections you answer every week. The agent quotes from these and never confirms a number it cannot source.
03
Connect the CRM
Through the API, an n8n node, or MCP. Permit the actions you want it to take, and the board writes back as conversations move.
Questions before going live.
Does this replace our CRM?
No. It feeds it. Your CRM stays the record of truth; the board is where the WhatsApp conversation happens and the agent keeps the two in step so nobody is copying details across by hand.
Which CRMs does it work with?
Any that you can reach through an API. Calypso exposes the same agent through an OpenAI-compatible API, an n8n node, and MCP, so the integration follows whatever your CRM already supports.
Will it close deals without us?
Only as far as you let it. Routine actions follow your rules; sensitive or irreversible ones — a discount, a contract, a refund — wait for a person to approve them.
How does it handle a lead that goes quiet?
The conversation stays in its column on the board, visible rather than lost in an inbox. Follow-up is a permitted action you can scope: how often, for how long, and in what tone.
Can several salespeople work the same board?
Yes. The board shows who is on which conversation and what is unread, and anyone can take over from the agent or from each other with the full context attached.
Start today
Stop losing deals in the inbox.
Stages your team can see, qualification that happens on its own, and a CRM that stays current.