CRM & Deals - Kinbox

Overview

Kinbox CRM provides a complete sales pipeline management system built directly into your customer communication platform. Track deals through custom stages, manage products, set goals, and close more sales - all without leaving your conversations.

Deals are automatically linked to conversations, giving you complete context for every sales interaction.

Key Features

Visual Pipeline

Kanban-style boards with drag-and-drop deal management

Custom Funnels

Create multiple sales funnels for different products or processes

Deal Automation

Automate deal creation, updates, and stage progression with bots

Products & Pricing

Manage product catalog with pricing and deal associations

Sales Funnels

Creating Funnels

Funnels represent your sales process from initial contact to closed deal:

Define Stages

Create stages that match your sales process (e.g., Lead, Qualified, Proposal, Negotiation, Closed)

Configure Requirements

Set required fields for each stage to ensure data quality

Set Up Cadences

Automatically create follow-up tasks when deals enter each stage

Add Loss Reasons

Define why deals are lost for better analytics

Funnel Configuration

Stages
Custom Fields
Cadences
Loss Reasons

Stage Settings:

Stage name and order
Required custom fields
Permissions (can agents move backward?)
Automatic task creation
Time tracking for stage duration

Stage Examples:

[
  {"name": "New Lead", "order": 1},
  {"name": "Qualification", "order": 2, "required_fields": ["budget", "timeline"]},
  {"name": "Proposal Sent", "order": 3},
  {"name": "Negotiation", "order": 4, "required_fields": ["product"]},
  {"name": "Closed Won", "order": 5},
  {"name": "Closed Lost", "order": 6, "required_fields": ["loss_reason"]}
]

Automatic Task Creation:Define tasks that auto-create when deals enter a stage:

{
  "stage": "Qualification",
  "tasks": [
    {
      "title": "Research company background",
      "due_hours": 24
    },
    {
      "title": "Schedule discovery call",
      "due_hours": 48
    }
  ]
}

Tasks appear in the agent’s task calendar with automatic reminders.

Managing Deals

Creating Deals

Manual Creation:

Open a conversation
Click “Associate Deal” or “Create Deal”
Select funnel and initial stage
Fill required information
Assign owner (agent responsible)
Add products (optional)

Automatic Creation:

Bot action: “Create Deal” or “Update Deal”
API integration
External CRM sync (HubSpot, Zoho, Bitrix)
Automation triggers

From Conversation
Via Bot
Via API

Create deals directly from active conversations:

Deal automatically links to conversation
Contact information pre-filled
Conversation history available in deal view
Pending response status shown on deal card

Bots can create/update deals automatically:

Bot CRM Action

{
  "action": "create_deal",
  "funnel_id": "sales_pipeline",
  "stage": "new_lead",
  "owner": "{{conversation.assigned_agent}}",
  "value": "{{user_input.budget}}",
  "custom_fields": {
    "source": "WhatsApp Bot",
    "interest": "{{user_input.product}}"
  }
}

Create deals programmatically:

curl -X POST https://api4.kinbox.com.br/v3/deals \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Acme Corp - Enterprise Plan",
    "contact_id": "contact_123",
    "funnel_id": "funnel_456",
    "stage_id": "stage_789",
    "value": 50000,
    "owner_id": "user_001"
  }'

Deal Details

Deal Card Information:

Deal name/title
Contact name and photo
Deal value/amount
Current stage
Days in current stage
Total days in pipeline
Associated products
Task count
Comment count
Pending conversation indicator

Deal Sidebar:

Complete contact information
Conversation history
Custom field values
Activity timeline
Comments and notes
Associated tasks
Products and pricing
Stage change history

Moving Deals

Drag & Drop
Required Fields
Closing Deals

Simply drag deal cards between stages in the Kanban view:

Visual pipeline management
Real-time updates
Required field validation
Permission checks
Automatic logging

Products

Product Management

Product Catalog

Maintain a complete catalog of your products and services

Pricing

Set prices and track revenue per product

Deal Association

Link products to deals for accurate forecasting

Reporting

Analyze which products drive the most revenue

Product Fields:

Product name
SKU/Code
Description
Price
Currency
Category
Custom fields

Requiring Products: You can configure funnels to require products when winning deals, ensuring accurate revenue tracking.

Deal Analytics

Funnel Visualization

Built-in Analytics:

Deal count per stage
Total value per stage
Conversion rates between stages
Average time in each stage
Win/loss rates
Revenue forecasting

Dynamic Filters

Filter deals by:

Date range (created, closed, updated)
Owner/agent
Group
Tags
Products
Custom fields
Funnel
Stage
Value range

Reports

Pipeline Report
Performance Report
Product Report

Total deals in pipeline
Weighted pipeline value
Expected close dates
Aging deals
Stuck deals (too long in stage)

Goals & Targets

Setting Goals:

Revenue targets per period
Deal count targets
Win rate targets
Per agent or team goals

Goal Conditions: Refine goals with specific criteria:

Specific funnels
Tagged deals
Specific products
Date ranges
Agent groups

Goal Tracking:

Real-time progress
Percentage complete
Days remaining
On track indicators
Win notifications (if enabled)

Permissions & Access

Deal Visibility

Permission Options

See All Deals: View entire pipeline
See Own Deals Only: Restricted to assigned deals
See Group Deals: View deals from their agent group
See Unassigned Deals: View deals without an owner

Deal Actions

Action Permissions

Create Deals: Who can create new deals
Edit Deals: Modify deal information
Delete Deals: Remove deals from system
Change Owner: Reassign deal ownership
Move Backward: Return deals to previous stages
Close Deals: Mark deals as won or lost
Edit Products: Add/remove products from deals

External CRM Integration

Sync deals with external CRM systems:

HubSpot

Bi-directional sync with HubSpot deals

Zoho CRM

Create and update Zoho opportunities

Bitrix24

Full integration with Bitrix24 CRM

Integration Features:

Automatic deal creation
Field mapping
Two-way sync
Custom object support
Bot actions for CRM updates
Webhook triggers

Automation

Bot CRM Actions

Create Deal
Update Deal
Conditions

Automatically create deals from bot conversations:

Choose funnel and initial stage
Map bot variables to custom fields
Assign to specific agent or group
Set deal value from user input
Add products automatically

Automation Triggers

Deal Updated Trigger: Run automations when deals change:

Stage changes
Owner changes
Value updates
Products added/removed
Custom field changes

Example Use Cases:

Send notification when deal reaches negotiation stage
Create task when deal is assigned
Update external CRM when deal closes
Send follow-up message after stage change

Bulk Actions

Mass Operations:

Assign multiple deals to an agent
Apply tags to selected deals
Change stage for multiple deals
Export deal data to CSV
Generate contact data report
Execute bot workflows

API Integration

List Deals

Retrieve deals with filters and pagination

Get Deal

Fetch complete deal details

Create Deal

Create new deals via API

Update Deal

Modify deal information

Delete Deal

Remove deals from the system

List Products

Manage products associated with deals

Best Practices

Design Your Funnel

Create stages that accurately represent your sales process and buyer journey

Set Required Fields

Ensure data quality by requiring key information at each stage

Use Cadences

Automate follow-up task creation to keep deals moving forward

Track Loss Reasons

Analyze why deals are lost to improve your sales process

Link to Conversations

Always associate deals with conversations for complete context

Review Pipeline Regularly

Monitor deal aging and stage duration to identify bottlenecks

Pro Tip: Enable auto-refresh (every 30 seconds) in your funnel view to see real-time updates from your team.

Get Started

Core Features

Integrations

Updates

​Overview

​Key Features

Visual Pipeline

Custom Funnels

Deal Automation

Products & Pricing

​Sales Funnels

​Creating Funnels

​Funnel Configuration

​Managing Deals

​Creating Deals

​Deal Details

​Moving Deals

​Products

​Product Management

Product Catalog

Pricing

Deal Association

Reporting

​Deal Analytics

​Funnel Visualization

​Reports

​Goals & Targets

​Permissions & Access

​Deal Visibility

​Deal Actions

​External CRM Integration

HubSpot

Zoho CRM

Bitrix24

​Automation

​Bot CRM Actions

​Automation Triggers

​Bulk Actions

​API Integration

List Deals

Get Deal

Create Deal

Update Deal

Delete Deal

List Products

​Best Practices

Build docs developers (and LLMs) love

Overview

Key Features

Sales Funnels

Creating Funnels

Funnel Configuration

Managing Deals

Creating Deals

Deal Details

Moving Deals

Products

Product Management

Deal Analytics

Funnel Visualization

Reports

Goals & Targets

Permissions & Access

Deal Visibility

Deal Actions

External CRM Integration

Automation

Bot CRM Actions

Automation Triggers

Bulk Actions

API Integration

Best Practices