Welcome to SitelineCRM
Your CRM starts working the moment you send your first conversation. No setup needed — just forward a WhatsApp chat to the bot.
Open Telegram Bot01
Open the bot
Start the Telegram bot and send /start
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Forward a chat
Send a WhatsApp conversation or voice note
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Pipeline updates
AI extracts the deal and this dashboard updates automatically
Pipeline
Heat & Momentum
Site Visit Radar
Inventory Pressure
Needs a Human Today
Live Activity
City Footprint
Nothing in the pipeline yet.
Team leads will appear here as reps forward conversations to the bot.
No contacts found.
Suggested Matches
Interaction History
No interactions recorded yet.
Deals that have exceeded their stage inactivity threshold and need attention.
All caught up.
No deals need follow-up right now.
Your SitelineCRM Bot
This is your primary interface. Forward conversations here — the dashboard updates automatically.
How to Capture Deals
Forward a WhatsApp conversation
Copy any WhatsApp chat and forward it to the bot. AI will extract the contact, company, stage, and next action automatically.
Send a voice note after a call
Record a quick voice memo right after a call. The bot transcribes it and extracts deal context — even from Hinglish.
Send a screenshot
LinkedIn DMs, business cards, WhatsApp contact info — send the screenshot and AI reads it.
Bot Commands
| /pipeline | See your full pipeline grouped by stage with heat scores |
| /context [name] | Get a pre-call brief — last discussion, stage, budget signal, talking points |
| /ask [question] | Ask anything about your pipeline in plain language |
| /addnote | Add a note to an existing deal (guided flow) |
| /note [text] | Quick note to your most recently updated deal |
| /won [name] | Mark a deal as won |
| /lost [name] | Mark a deal as lost |
| /addcontact | Add a contact manually (guided step-by-step) |
| /help | See all available commands |
Account
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Your Account Free
Plan
Free Plan
Full pipeline tracking, AI capture, and voice notes — no limits. Upgrade to unlock team features and advanced CRM tools.
✓ Unlimited contacts
✓ AI capture & voice
✓ Pipeline dashboard
✓ Nudges & follow-up alerts
Bot Connection
Settings
Notification Preferences
Nudge timing, quiet hours
AI Preferences
Language, tone, extraction style
Team & Sharing
Invite teammates, shared pipeline
Data Export
CSV, Google Sheets sync
Integrations
WhatsApp Business, email sync