Leads CRM: Kanban Pipeline + Google & Meta Ad Leads | Watily Skip to content
New · Leads CRM

Every potential customer from the ad to the sale

A Kanban board and table in the style of Monday boards that collects leads automatically from Google, Meta, TikTok and Snapchat ads, WhatsApp and your store, distributes them to your team, reminds them to follow up and replies on WhatsApp automatically — included in every Watily plan.

  • Unlimited leads
  • Direct Google Ads link
  • WhatsApp automations
Google Ads Meta ads Instagram TikTok Snapchat WhatsApp Store orders Bookings Salla & Zid Website forms Referrals Support tickets
Kanban & table

A board shaped around how you sell

Drag cards between stages, or switch to the table and edit cells inline, with your own typed columns.

New2
Noura A.GoogleSara
Khalid H.MetaFahad
Contacted1
Reem Q.Sara
Quote sent1
Abdullah S.TikTokFahad
Won1
Maha D.StoreSara

Illustrative data

  • Stages with your names, colours and order, and a stage that counts as bought or booked
  • Up to 40 custom columns: text, number, date, coloured select, person, phone, link, checkbox, file
  • Group the table by stage, source, owner or department, sort and hide columns
  • “Flag for a call after N days”: the card turns red when nobody has called
  • Ready filters: my leads, needs a call, never answered, awaiting reply, plus saved segments
  • Up to 50 files per lead, and convert to customer one by one or in bulk
Connect your ads

Ad leads reach the board while they’re still warm

Each campaign gets its own secret inbound link. Paste it into the ad platform and everyone who fills the form appears in “New” instantly, tagged with the campaign and source.

Google Ads lead form — direct connection

  1. 1

    In Watily: Settings → “Sources & Ads” → “Ad Integrations”, pick the source, name the campaign, click “New link” and copy it.

  2. 2

    In your Google Lead Form ad: “Lead delivery” → “Webhook”.

  3. 3

    Paste the Watily link as the Webhook URL and its last part as the Key.

  4. 4

    Send test data from Google — it shows up on your board instantly.

Google’s format is read natively and the key is verified on every request.

Linked to campaigns

A WhatsApp campaign to one stage — and the board updates itself

Pick the campaign audience straight from the leads board and choose the stage they move to after sending. Anyone who taps a button moves to its stage automatically, so you see who engaged without opening a single chat.

  • Audience by lead stage or source (e.g. everyone in “Quote sent” from Google Ads)
  • After sending: move recipients to a stage or re-tag their source automatically
  • Template buttons move the lead to the stage you pick when tapped
  • Anyone who opted out is skipped by future campaigns

And send results back to the ad platforms

From “Ads Conversions” in WhatsApp Hub: when a lead reaches a sale stage, Watily sends the conversion back to Meta, TikTok, Snap and Google so your campaigns learn from real sales.

Automations

Design automations on a canvas and let them work for you

In Flow Studio you drag steps onto a canvas and connect them: when the flow starts, the conditions, what happens. Save a draft, try it on a lead, then publish — Watily runs it on every lead and logs every run.

  • Triggers: new lead, stage or field change, assignment, days without contact, customer reply, WhatsApp button tap
  • Actions: change stage, round-robin assign, department, field, notify, task, note, tag, WhatsApp template or message
  • Conditions and branches, waits, “wait for reply”, and stop the flow when the lead reaches a stage
  • Auto-arrange, draft and publish, try on a lead, a run log, and whether a flow may repeat for the same lead
  • 6 ready templates: ad-lead follow-up, idle-lead reminder, lost-lead alert, WhatsApp welcome & qualify and more

WhatsApp steps need an official WhatsApp number, and the flow editor runs on a computer.

Team & distribution

Every lead has an owner — nobody slips through

Automatic distribution gives each employee their turn and skips anyone on a day off, or routes ad leads to a department. Each employee sees only their own leads.

  • Assign to an employee or department, one by one or in bulk
  • Lead page: activity timeline, notes with @mentions, stage history and lost reasons
  • Linked WhatsApp chats, tickets, orders and bookings in one place
  • Mentions and automation alerts in the bell and on the phone
Follow-up reminders

No lead left waiting because someone forgot

Put a reminder on any lead in one tap and let the board nudge you: the card changes colour when a call is overdue, and the “Waiting on you” bar shows who needs your reply right now.

  • Remind me in an hour, a day, 2 days, 3 days, a week, or after hours you choose
  • Per stage, “flag for a call after N days”: the card turns red when nobody has been in touch
  • Follow-up filters: needs a call, never answered, awaiting reply
  • “Days without contact” automation: create a task for the owner or send the customer a WhatsApp nudge
  • Reports on first response time and leads idle 14+ days
And more

Tools that save a day of admin

Reports that show which ad brings sales

Win rate, leads per stage, average time in stage, performance per source and per employee, lost reasons, first response time and leads idle 14+ days.

Win rate by source — illustrative data

WhatsApp inside the board

Open the lead’s chat from its card and change the stage from the chat. A button tap moves the lead to a stage you choose, and campaigns can move recipients.

No duplicates

New leads are matched by phone, and the Duplicates page merges repeats while keeping notes and history.

Import & export

From Excel or CSV with preview and column mapping, from Salla and Zid, or phone contacts. Exports open in Excel with Arabic names intact.

AI tags

Optional: tags leads daily from their chats — asked about price, wants an appointment, ready to buy, existing customer, unhappy.

On your phone

The Watily Business app: list, add and edit leads, notes and files, and convert to customer.

Pricing

Included in every plan, with unlimited leads

You pay nothing extra for the leads board. Plans differ in users and campaign quota. Prices exclude VAT.

Basic

For an owner who follows up alone
49SAR / month
1User
∞Leads
20Ad links
  • The full board: Kanban, table and custom columns
  • Ad and form links
  • Automations and reports
  • Add users when you need them
Get started

Pro

For companies & branches
549SAR / month
10Users
∞Leads
30,000Campaigns & alerts/mo
  • Everything in Growth
  • 10 users and departments with managers
  • A branded mobile app
  • 2-day free trial
Get started

Basic is billed every 3 months (SAR 147) or yearly with no discount; Growth and Pro monthly, with 5% off 3 months, 10% off 6 months and 20% off a year. WhatsApp messages beyond the plan quota are billed at Meta’s direct rate. Compare all plans

FAQ

Everything about the leads board

What is Watily’s leads system?

A board for managing potential customers from first contact to purchase: a drag-and-drop Kanban view and a table view you edit inline, stages and columns you design yourself, automatic distribution to staff, reminders, WhatsApp automations and reports — and it collects leads automatically from WhatsApp, your store, bookings and your ads.

How much is it, and is there a lead limit?

It is included in every plan at no extra cost: Basic SAR 49, Growth 249 and Pro 549 per month, with no limit on leads or stages. Plans differ in users: 1 on Basic (more can be added), 5 on Growth and 10 on Pro. Prices exclude VAT.

How do I connect Google Ads?

Go to Settings, Sources & Ads, Ad Integrations, choose Google, create a new link and copy it. In your Google Lead Form ad open Lead delivery, Webhook, paste the link as the Webhook URL and its last part as the Key. Every form submission appears on your board instantly.

How do I connect Meta (Facebook & Instagram), TikTok and Snapchat ads?

For now through Zapier or Make: create an inbound link for the source in Watily, then in Zapier or Make set the trigger to New Lead on the ad platform and the action to a webhook POST to the link with name, phone and email. Direct Meta integration is coming soon.

Can I connect my website form or another tool?

Yes. Any form or tool that can send data to a webhook works with the same link. You can map field names to name, phone, email or any custom column and test the link before going live. A phone number is required for every lead.

Where do leads come from automatically?

Incoming WhatsApp messages and WhatsApp forms, the support widget and tickets, store orders, bookings, referrals, Salla and Zid customers on import, and your ad and form links. You can also import an Excel or CSV file, or phone contacts from the app.

How are leads distributed to the team?

Evenly across active employees in rotation, skipping anyone on their day off, or by department to its manager or members. Employees see only their own leads, department managers see their team’s, and the owner sees everything.

How does it remind me to follow up?

Several ways: a reminder on the lead in an hour, a day, 2 days, 3 days, a week or hours you choose; per stage, “flag for a call after N days” turns the card red when nobody has been in touch; “Needs a call”, “Never answered” and “Awaiting reply” filters; and the “Waiting on you” and “Needs follow-up” bar. A “days without contact” automation can also create a task for the owner or send the customer a WhatsApp nudge.

What do automations do?

You design them in Flow Studio by dragging and connecting steps on a canvas, with draft, publish and try-on-a-lead. When a lead is created, changes stage, goes N days without contact or replies on WhatsApp, you can change the stage, assign in rotation, create a task, notify, or send a WhatsApp template or message, with conditions and wait-for-reply steps. Ready templates and a run log are included. WhatsApp messages in automations need an official WhatsApp number.

Does it prevent duplicates?

Yes. New leads are matched by phone number, and the Duplicates page lists repeated numbers and merges them while keeping notes and history.

Which reports are available?

Win rate, leads per stage, average time in stage, performance per ad source, team performance, top lost reasons, first response time and leads idle for 14+ days, over 30, 90 or 180 days or a year.

Does it work on mobile?

Yes. The Watily Business app lists, adds and edits leads with notes, files, contact import and convert-to-customer, and mentions and automation alerts arrive as phone notifications. The automation editor itself runs on a computer.

Ready to see where every lead goes?

The leads board is included from Basic at SAR 49. Message us and we will help you connect your ads and set up your stages and automations.

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