Sales & Pipeline

From qualified lead to closed deal. No spreadsheets.

yapt. combines AI, visual pipeline and real-time coaching to turn conversations into revenue. Every lead qualified, every deal tracked, every proposal followed up.

Your team sells via WhatsApp, but struggles with this every day...

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yaDeals

Visual pipeline. Every deal tracked from WhatsApp to revenue.

Drag-and-drop Kanban with multi-pipeline, stakeholders, linked products and SLA per stage. Know exactly where each deal stands, why it's stuck and when it will close. Integrated with every conversation — the deal is born from the conversation.

  • Visual Kanban with drag-and-drop between stages
  • Multi-pipeline: sales, onboarding, CS — each with its own stages
  • Stakeholders: link multiple contacts to the same deal
  • SLA per stage: alerts when a deal is stuck too long
  • Win/Loss analysis: understand why deals are won or lost
Smart Qualification

Train the AI with your questions. It qualifies each lead automatically.

Choose your methodology (BANT, SPIN, MEDDIC, Challenger or custom), set up your questions with weight and criteria, and define thresholds. The AI extracts answers directly from the conversation and calculates the score. When the lead hits the right point — it becomes a deal automatically.

  • 6 methodologies: BANT, SPIN, MEDDIC, GPCT, Challenger or Custom
  • Set up your questions with weight (1-5) and criteria by type
  • Visual thresholds: Lead → MQL → SQL → Opportunity
  • ICP mode: describe your ideal customer and the AI evaluates semantically
  • Hybrid score: 7 behavioral factors + AI qualification
Playbooks

Codify your methodology. The entire team executes the same way.

Build your playbook in 5 steps: product, qualification, pipeline, objections and buying signals. yaMentor is trained on the playbook and guides each rep in real time. Junior gets full script. Senior gets bullet points. Everyone sells on standard.

  • 5-step wizard: product, qualification, pipeline, situations, review
  • Objections mapped with ideal response per scenario
  • Buying signals + recommended action
  • Connected to yaMentor — AI trained on your playbook
  • Rep level: Junior (full script) → Senior (bullet points)
yaMentor

Real-time coaching. The AI whispers the right play.

While the rep is chatting, the Mentor suggests the next action based on the playbook, the lead's history and the conversation moment. Ready response, objection handled, red flag detected — all in real time, without interrupting the flow.

  • Response suggestion based on active playbook
  • Objection detection + recommended response
  • Red flags: frustration, prolonged silence, cancellation threat
  • Configurable style: Direct, Encouraging or Socratic
  • Next actions: "Create deal", "Send proposal", "Schedule call"
Proposals

Proposal via WhatsApp. Client accepts on mobile.

Send proposals via direct link on WhatsApp. The client opens on mobile, sees everything formatted, and accepts online. Tracking: viewed, time on page, when accepted. No PDF, no email, no middleman.

  • Proposal template builder (title, description, price, terms)
  • Public link — client opens and accepts on mobile
  • Tracking: views, time on site, clicks, acceptances
  • Integrated with Deals — proposal linked to the deal
  • Versioning: proposal v1, v2, v3 with history
Contacts 360

Each lead as a living database.

360 view of each contact: lifecycle stage, lead score with breakdown, emotion trends, associated deals, activities, proposals and campaign attribution. The rep never asks 'who is this lead?' again — everything is right there.

  • Lifecycle: visitor → lead → MQL → SQL → opportunity → customer
  • Score with visual breakdown (7 factors + AI)
  • Emotion trends: latest messages with sentiment
  • Deals, proposals and activities linked
  • Campaign attribution: where they came from (Google, Meta, direct)
Calendar & Activities

Synced calendar. Every action logged.

Bidirectional Google Calendar sync with multi-seller view. Activities Hub tracks calls, meetings, tasks and emails — all linked to the deal. My Day shows today's tasks. Manager knows exactly what each rep did.

  • Automatic bidirectional Google Calendar sync
  • Multi-seller view: see the entire team's calendar
  • Activities Hub: tasks, calls, meetings with duration and notes
  • My Day: today's tasks to complete
  • Everything linked to the deal and the contact
Pipeline Automation

Lead qualified? Deal created. Team notified.

Set the trigger stage (MQL, SQL or Opportunity) and the deal is created automatically in the pipeline. Real-time email notifications: deal won, proposal accepted, lead qualified, AI handoff. Each event with configurable recipients.

  • Auto-deal: lead reaches score → deal created in pipeline automatically
  • 3 triggers: by lifecycle stage, by score threshold, or via Flow
  • Notifications: deal won/lost, proposal accepted, auto-deal created
  • Configurable recipients: owner, admins or custom team
  • Smart handoff: AI escalates to human with reason (frustration, high value)

From conversation to revenue. Every step connected.

Lead arrives, AI qualifies, deal is created, proposal sent, sale closed — all automatic, all tracked.

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Every detail designed to sell more

Hybrid Lead Scoring

7 behavioral factors + AI qualification combined in a single score.

BANT / SPIN / MEDDIC

Configurable methodology per agent. Choose what makes sense for your team.

ICP Matching

Describe your ideal customer — AI evaluates each lead semantically.

Multi-Pipeline

Sales, onboarding, CS — each with its own stages and SLA.

SLA per Stage

Alert when a deal is stuck too long. Never lose a deal due to inaction again.

Win/Loss Analysis

Understand why deals are won or lost. Improve the process.

Emotion Engine

13 emotional signals integrated into the score and visible in the deal.

Proposal Tracking

Views, time on page, clicks and acceptances — all tracked.

Handler State

Bot ↔ Human without duplicate messages. Clean transition.

My Day

Today's tasks for the rep in 1 screen. Total focus.

Automatic Lifecycle

Visitor → Lead → MQL → SQL → Opportunity — automatic progression.

Deal Auto-Create

Lead qualified → deal created automatically in the pipeline.

Official Meta BSP30M+ msg/month11 years

Ready to turn your conversations into revenue?

Schedule a personalized demo and see how yapt. can revolutionize your business's conversational operations.

No commitment. Setup in 24h. Dedicated support.