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The way teams communicate has fundamentally changed. WhatsApp has become the channel for sales and marketing. Email and phone are losing impact. Yet most businesses still struggle to connect these modern conversations to actual outcomes.
We started Trengo as a shared inbox for support teams. But we've watched our customers evolve, and we've evolved with them. Today, we're excited to introduce Boards, a powerful visual workflow management tool now live in Trengo.
Why We Built Boards
Modern communication happens everywhere, WhatsApp, Instagram, email, chat. But here's the challenge: most conversations don't get resolved in a single exchange. They require follow-up, internal coordination, and multiple touchpoints before you reach the outcome.
A sales inquiry needs qualification, approval, and follow-up before it closes. A complaint requires investigation and escalation before it's resolved. A booking request involves availability checks and confirmations before it's complete.
Without a system to track these ongoing conversations, important things slip through the cracks.That's where Boards comes in.
The Problem with Fragmented Tools
Most teams today juggle multiple tools:
- A communication platform for customer conversations
- A CRM for managing deals and leads
- Spreadsheets for tracking everything else
- Project management tools for internal workflows
The result? Context gets lost. Important conversations are disconnected from the deals they relate to. Teams waste time switching between tools, manually updating information, and searching for context.
What Makes Boards Different
Every card can link directly to relevant resources - Trengo tickets, conversations, websites, and more - giving you complete visibility into how communication drives results. Create a card from a ticket? It's automatically linked. (Coming in the next few weeks).
Visual Pipeline Management, Meet Conversational Context
Imagine managing a sales pipeline where:
- Every deal card shows the complete WhatsApp conversation history with that prospect
- Support incidents are automatically linked to customer chat threads
- Lead qualification happens alongside the actual conversations with leads
That's Boards. Visual workflow management with the full power of Trengo's communication platform behind it.
Who Benefits from Boards?
Sales Teams
Track deals through every pipeline stage. See which WhatsApp conversations are driving opportunities forward. Close more business with complete context at your fingertips.
Marketing Teams
Qualify leads visually while maintaining full access to campaign conversations. Track conversion metrics and optimize your lead generation efforts.
Support Teams
Manage incidents and escalations with clear ownership and status tracking. Link support conversations directly to incident cards for seamless resolution.
HR & Recruitment
Guide candidates through hiring stages while keeping every interview conversation and email centralized and accessible.
Operations & Beyond
From booking management to project coordination, Boards adapts to any workflow where communication and outcomes need to connect.
From Conversation to Card: Real Use Cases
Boards works however you work. Whether you're running a sales pipeline or simply tracking tasks that need follow-up, Boards adapts to your workflow.
🧾 Support & Service
Turn every customer issue into a tracked, accountable card. Cancellation requests, complaint resolution, warranty claims, maintenance tickets, and incident reports - each conversation becomes a card that moves through your resolution process until complete.
💰 Sales & Leads
Move opportunities forward with visibility. Lead inquiries, quote requests, renewal opportunities, and partnership proposals flow from conversation to card to closed deal, all with full communication context.
🧳 Operations
Keep the wheels turning smoothly. Booking requests, delivery issues, maintenance needs, vendor inquiries - operational tasks get the structure they need without the complexity they don't.
🧑💼 HR & Recruitment
Guide people through your process. Candidate applications, freelancer inquiries, and contractor requests move through your hiring stages with every conversation and interview note attached.
💡 Marketing & Communication
Track collaboration opportunities. Influencer requests, testimonial follow-ups, and partnership inquiries get organized and actioned instead of lost in your inbox.
📊 Compliance & Admin
Document workflows that matter. KYC submissions, contract renewals, and verification requests move through approval stages with clear accountability.
The pattern is simple: A message comes in. You create a card. You move it through stages. You close it when done. Whether that's a sales pipeline or a to-do list is entirely up to you.
Built for Multiple Teams, One Platform
Here's what makes Boards truly powerful: it's not just for one team. Sales can manage deals. Marketing can qualify leads. Support can track incidents. Operations can handle bookings, orders or complaints. All in the same platform.
This means:
- No more tool sprawl
- Shared visibility across teams
- Connected workflows that reflect how modern businesses actually operate
- One source of truth for communication and outcomes
Try Boards Today
Boards is live and ready for you to explore. Whether you're managing a sales pipeline, qualifying marketing leads, or tracking support incidents, Boards connects your communication to real results.
What's Next for Boards
We're just getting started. Boards launches today with powerful visual workflow management, but we're already envisioning what comes next.
This is our vision: a platform where communication, workflow, and intelligence converge. Where your team spends less time on manual processes and more time on what matters, building relationships and driving results.
Boards today connects your conversations to outcomes. Tomorrow, it will predict, automate, and optimize those outcomes.
Ready to see how Boards can transform your workflow? Head to your Trengo dashboard and look for the Boards icon in your main navigation.
Have questions about Boards? Our support team is here to help. Reach out through your Trengo dashboard anytime.
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