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Podium Market Pipelines

Never Drop a Customer Chat Again.

Podium Market turns messy shared inboxes into a self-updating funnel — sorting every chat into stages like New Lead, Payment Sent, or Issue Triaged, so no customer is left waiting.

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Complete Visibility Scalable Automations
Podium Market Pipelines — messy WhatsApp inbox turned into an organized pipeline with stages, statuses, and follow-ups

Powering WhatsApp for consumer brands across banking, retail, wealth, and lending

Koskii logo — Podium Market customer Jupiter logo — Podium Market customer Shoppers Stop logo — Podium Market customer Scripbox logo — Podium Market customer Oro Money logo — Podium Market customer Raaz logo — Podium Market customer

Problem

Shared Inboxes Get You Started.
But Break at Scale.

A shared inbox is built to answer messages — not to track where every customer stands. That gap costs your reps and your managers every single day.

Hot leads go cold in silence

A shared inbox never tells you when a promising lead stops replying. By the time anyone notices, they've already talked to your competitor.

Bad Customer Experience.

With no stage or order context in the thread, your reps ask what the customer already told you. Trust drops.

Deals die with zero visibility

Response times and resolved counts look fine on the dashboard while stalled payments, dropped onboarding, and cold leads pile up invisibly.

How Podium Market Solves It

From chaos to clarity, in three shifts.

Visibility for everyone. Automations that keep deals moving. AI agents that free your reps for what matters.

Podium Market Pipelines — Kanban Board and active contacts

Visibility

See every deal at a glance.

Podium Market sorts every WhatsApp chat into pipeline columns — new lead, payment pending, in onboarding, closed. Reps see exactly what needs their attention next. Managers see how many chats are stuck, where deals are stalling, and which funnels are leaking.

Stalled chats, flagged automatically

Podium Market uses a simple timer to flag quiet conversations, so nothing goes cold unnoticed.

Podium Market Pipelines — funnel health showing conversion rates and drop-offs between stages

Automation

Every conversation keeps moving — on its own.

Attach playbooks to each stage so the pipeline advances without a rep typing. When a customer clicks a payment link, uploads a doc, or books a call, Podium Market moves the chat forward and fires off the next step automatically.

Handles steps out of order

If a customer pays before sending docs, Podium Market records both correctly, so your reports stay accurate.

WhatsApp conversation — a Podium Market AI agent follows up on a delayed payment, collects the receipt from the customer, and confirms the order

AI Agents

Automate the busywork. Reps focus on what matters.

Deploy focused AI agents at specific stages to collect basic info, confirm shipping addresses, or send reminders. They handle the repetitive moves so your reps spend their day on high-priority conversations that actually need a human.

A person is always in control

Your team can jump in at any time. The AI steps aside the moment a human replies.

For Every Team

One pipeline engine. Two very different jobs.

Whether you're closing deals or resolving tickets, Podium Market organizes the work around how your team actually operates.

Sales

Turn WhatsApp inquiries into closed deals.

Stage every lead from first inquiry to signed contract. Podium Market auto-nudges stalled deals, routes qualified leads to human closers, and tracks conversion at every stage.

  • Lead capture from ads, forms, and inbound chats
  • Auto-follow-up on stalled deals before they go cold
  • Two-way sync with Zoho, Salesforce, and HubSpot
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Service

Resolve tickets faster with full context.

Sort every issue by stage — triaged, in progress, waiting on customer, resolved. Reps see the full order and chat history before they reply, and SLA timers never let a ticket slip.

  • Auto-triage by intent and priority
  • Full order + chat history at reply time
  • Sync with Freshdesk, Zendesk, or internal tools
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Security

Enterprise Security & Compliance

We take security and compliance seriously. Podium Market is SOC 2 Type II certified, trusted by thousands of businesses to build secure and compliant AI Agents and workflows on WhatsApp.

Meta Partner

Official WhatsApp Business Platform

Podium Market is an official meta tech partner and only uses authorized APIs provided by meta.

SOC2

SOC 2 & Data Residency

All data is encrypted at rest and in transit. We use industry-standard encryption algorithms.

FAQs

Frequently asked questions

Everything operations and IT leaders ask before rolling out Pipelines.

Do we need to buy a separate CRM or ticketing tool to use this?

No. Pipelines already work like a CRM and ticketing tool on their own, so most teams skip that cost entirely — stages, ownership, follow-up reminders, and history are all included. If you're a larger team already paying for Zoho, Freshdesk, Salesforce, or similar, Podium Market can connect to it, but that's optional, not required.

Is Podium Market secure and Meta-compliant?

Yes on both. Podium Market is SOC-2 Type II certified with AES-256 encryption at rest and TLS 1.3 in transit. We operate entirely inside Meta's official Business Platform API — no scraping, no unofficial workarounds — so your WABA stays safe and fully compliant.

How does Podium Market know when a conversation has gone cold?

Each stage has a timer you can set yourself, like "flag this chat if there's no reply within 24 hours." If a customer stops responding, Podium Market marks that chat as dropped after the time you set. If they come back weeks later, Podium Market starts fresh chat tracking so your older reports don't get thrown off.

Do we need to learn a whole new system or rewrite our processes?

No. Podium Market fits into how your team already works, whether you're replying from the WhatsApp Business app or a shared inbox tool today. Your reps keep replying the way they always have — Podium Market just reads the conversations in the background and keeps your stages and reports up to date automatically.

Can Sales and Support each run their own pipeline?

Yes. Sales and Support can each run their own pipeline with different stages, owners, and automations. A conversation that starts as a sales inquiry can hand off cleanly to a support pipeline — or the other way around — without losing history.

Still have questions? Talk to us →

Give every WhatsApp conversation a place to go.

See a live demo tailored to your team — sales, support, or both.

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