What is this?
Imagine your favorite task manager. Now add email integration and a contact pipeline to that. That's what I want Wobaka to be like. A simple, yet effective CRM system that will help you close more deals while being simple and fun to use. If you're using Wobaka and missing follow-ups, I've failed.
Why did you make Wobaka?
Being tired of countless of bloated CRM systems and missing follow-ups every day using spreadsheets I decided to do something about it. A CRM system that you'll actually enjoy using. I hope you'll like it :).
What's included in the price?
We believe that everyone in your team should get their own account. That's why Wobaka is all-inclusive. No add-ons or extra costs. This leads to less confusion about who's doing what and we think that makes total sense.
But X has a free plan! Why don't you?
We're not a big corporation. We're a small software company that wants to give you the best possible experience and service. This is why we cannot support free users, it would take up too much of our time.
How can I invite team members?
Easy! Just head over to settings by clicking your avatar in the top-right corner. Then click "Users", enter an email and you're all set! However, You can only do this if you're the manager of your team.
How does the mailbox work?
The Mailbox is a fantastic thing. It allows you to have your emails saved to Wobaka without a complex integration. Whenever you send an email to a lead, add your mailbox address as BCC and it will show in Wobaka. If you'd like to forward incoming messages, that works too, just forward them to your mailbox address. Just make sure to send it with the same email you use for Wobaka.
How does contact statuses work?
Contact statuses determine where in your sales process a contact belongs. There are four statuses: Inbox, In-progress, Hot and Deal. It's as simple as that.
How can I archive a contact?
If you want to remove a contact from your pipeline but still keep the history you can archive them. Just click the little box next to them in the list-view, or click "Archive" on the contact detail page. Now they won't show in search results unless you tick the "Archived" box.
What's an auto-reminder?
Auto-reminders will give contacts a slightly different look. It happends when there's been no action for 30 days. This is to indicate that you should probably follow up with them, or archive. However sometimes there is no action, and that's fine. Just leave it be.
How can I contact you?
I'd love to hear what you think. Send me an email on fredrik at wobaka dot com. I'm also on Telegram and Twitter @drikerf.