Free Sales Pipeline CRM Built Into Your Website Chat: Drag Deals Across Stages, Track Follow-Ups, Pay Nothing Per Seat
Free sales pipeline CRM that sits right next to your website chat means a lead never has to be copied from one tool to another. LiveChatBot’s CRM tab gives you a drag-and-drop pipeline board, companies, activities and a contact timeline, and every visitor who chats, fills a form or leaves details lands there on its own. It is free, with no per-seat charge.
Illustrative example. Names and numbers are made up.
Real screens
See it in the LiveChatBot app
Real screens from the LiveChatBot panel, shown with sample data. Click any picture to see it full size.
⚡ In short
- The CRM tab has a pipeline board with drag-and-drop deals, several pipelines and editable stages with won and lost.
- Contacts, companies and activities are included; leads from chat, forms, WhatsApp matches and the API land on contacts automatically.
- No per-seat charge, and the chat, inbox and Android app are free too.
- It is a lightweight CRM for small teams, not a marketing automation suite.
What it is
A free sales pipeline CRM for teams that start with a conversation
Most small businesses do not have a CRM problem until the notebook, the spreadsheet and the WhatsApp chats stop agreeing with each other. A visitor asked about a price on Tuesday, someone promised to call back on Thursday, and nobody is sure who owns the deal.
LiveChatBot’s CRM tab is built for that moment. It lives in the same account as your website chat, so the person who asked a question in chat is already a contact, with their pages, messages and form entries on a timeline. You decide whether the contact is a real deal, move it across your stages, and plan the next call.
Why connect chat and pipeline
When the chat tool and the CRM are separate, leads are copied by hand, details get lost, and the follow-up depends on somebody remembering. Putting both in one place removes the copy step. See how this fits with live chat lead generation.
What you get
The pieces of the free CRM
Pipeline board
A board of stages, with each deal as a card you drag from one stage to the next. You can keep several pipelines (for example one for new customers and one for renewals), edit the stage names, and mark stages as won or lost. Deal values are in your currency.
Contacts and companies
Each contact has a profile with about, job title, company, deals, a timeline of chats, visits and forms, and an engagement heatmap. Companies group contacts and deals together.
Activities
An Activities view with Triage, Today, Upcoming, Overdue and Closed lists, so a follow-up is a task with a day and an owner, not a mental note. Quick add understands lines like “Call Emma tomorrow @Ryan”. You can also add checklists to an activity.
Leads from everywhere
Leads from chat, forms on your pages, WhatsApp ref-code matches and the API all land on contacts. When a visitor first leaves details, agents get a “New lead” alert.
How it works
From first message to won deal in five steps
- A visitor chats, fills a form or leaves details. The contact is created with the page and source that brought them.
- You open the contact. The timeline shows what they asked and which pages they viewed.
- You add a deal. Pick the pipeline, give it a value, and put it in the first stage.
- You plan the next step. Add an activity with a day and an owner, such as “Send quote Friday @Meena”.
- You move the card. Drag it through your stages as the conversation goes on, and mark it won or lost.
Nothing here replaces talking to the customer; it makes sure the talking happens on time. For a steady supply of leads, see how to collect leads with live chat.
A worked example
A free sales pipeline CRM in a week of real use
Here is an illustrative week for a made-up interior design studio with three people. The numbers are invented to show the flow, not results you should expect.
Monday: leads arrive
Three visitors chat about a living-room makeover. One leaves a phone number in the chat, one fills the away form after hours, and one taps the WhatsApp card. The first two become contacts with a “New lead” alert to every agent. The WhatsApp one is matched later by ref code.
Tuesday: sort and plan
The owner opens the Pipeline and creates a deal for the two serious inquiries, valued at $35,000 and $12,000. The third is a student asking about prices, so no deal is created. In Activities, the owner types “Call Megan tomorrow @Ryan” and “Send brochure today @Emma”.
Thursday: move the cards
Ryan calls Megan, agrees a site visit, and drags the deal from Inquiry to Site visit. A check-in item is added for the visit. The other deal stays in Inquiry, and the Overdue list reminds the team it has not been touched for three days.
Friday: review
At the end of the week the team opens the board and sees where each deal stands, who owns it and what is overdue. Nothing is in someone’s head or a loose notebook.
Spreadsheet or CRM
When a spreadsheet is enough, and when a pipeline is better
A shared sheet is a fine start. It breaks down when more than one person updates it, when follow-ups need dates and owners, or when you want to see all deals by stage at a glance.
- Stay with a sheet if you get a handful of leads a month, one person handles them, and you remember everything.
- Move to a pipeline when leads arrive daily, two or more people share them, or deals sit for weeks and need reminders.
The CRM tab also keeps the chat history on the contact, which a sheet cannot do. If you do use a sheet today, Zapier or the API can still push leads there. See how to connect live chat to Zapier.
Who it is for
Who gets the most from a free sales pipeline CRM
- Service businesses that quote jobs: clinics, tutors, agencies, interior studios, repair shops, real estate teams.
- Small online sellers who take bulk or custom orders over chat or WhatsApp.
- Small sales teams of 2 to 10 who want shared visibility and cannot afford per-seat fees. LiveChatBot has no per-seat charges, so adding someone does not change the price.
- Owners who live in chat and are tired of copying names from the inbox into a sheet.
Teams that already answer questions in chat all day benefit most, because the conversation is the start of the sale. If you sell mainly one-click purchases with no conversation, you may not need a pipeline at all. See live chat for sales for how teams use chat to sell.
Honest limits
What this CRM does not do
Being clear about limits saves you time.
- No email sequences or marketing automation. It does not send drip campaigns.
- No calling or dialer. Activities remind you to call; the call happens on your phone.
- No native Salesforce, HubSpot or Zoho sync. If you need data in another tool, use Zapier, webhooks or the REST API. See integrations.
- No WhatsApp inbox. WhatsApp is a button, and you match chats by ref code.
- Free means free of per-seat charges and plan fees for the CRM; chat visitor limits and packs still apply as described on the pricing page.
If you need a full marketing suite, use a dedicated one alongside this. If you need a pipeline that stays in step with your chats, this is the simpler path.
Get started
Set up your pipeline in 15 minutes
Sign up at livechatbot.in, install the widget (the WordPress plugin or a pasted snippet), then open the CRM tab. Rename the default stages to match how you really sell, for example Inquiry, Quote sent, Negotiation, Won, Lost. Add your first deal from a recent chat and plan one activity. That is enough to start; refine the stages after a week of use.
Habits that keep it useful
- Add a deal only when a person has shown real interest, so the board stays honest.
- Give every deal an owner and a next activity before you close the contact.
- Review Overdue every morning; it takes two minutes.
- Keep stage names short and based on what the customer has done, such as Quote sent or Site visit done, not on how you feel about the deal.
- Agree one rule for who creates the deal, so two people do not add the same one.
- Mark lost deals as lost with a short reason, because the pattern tells you what to fix.
Pair the pipeline with saved replies for quick follow-ups and the Android app for alerts on the go.
Frequently asked questions
Is the free sales pipeline CRM really free?
The CRM tab has no per-seat charge and no separate fee. Chat visitor limits and packs on your account still apply, as shown on the pricing page.
Can I have more than one pipeline?
Yes. You can keep several pipelines and edit the stages, including marking stages as won or lost.
Do chat leads appear in the CRM automatically?
Yes. Leads from chat, forms, WhatsApp ref-code matches and the API land on contacts, and you can turn a contact into a deal.
Can I connect it to HubSpot or Salesforce?
There is no native sync. Use Zapier, webhooks or the REST API to send data to other tools.
Does it send follow-up emails?
No. Activities remind your team to follow up, but LiveChatBot’s CRM does not run email sequences.
Keep reading
Related guides
How to Turn Website Chats Into Deals: A Six-Stage Method From First Message to Won or Lost, With Rules for Each Handoff
Lead Follow Up Process for Small Teams: A Simple Seven-Day Schedule, Message Templates and Rules for Who Does What
Start your pipeline from the chat you already have
Free chat, free CRM tab, no per-seat charge. Start free on livechatbot.in.