B2B, Services & Operations

Connect every business relationship from lead to ongoing service

Manage prospecting, sales, onboarding, projects, service requests, customer communication, and account relationships in one connected platform.

Trusted by Leading Companies

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Choose a workflow to see how Goapp works for B2B, Services & Operations businesses

Explore key capabilities for B2B, Services & Operations

Lead Management

Track source, owner, stage, qualification, activities, tasks, meetings, and next actions

WhatsApp Coexistence

Let business development and account teams continue using WhatsApp Business while conversations remain connected to CRM

Company & Contact Management

Build account-level context across multiple contacts, teams, conversations, opportunities, and projects

Sales Pipeline

Manage opportunities from discovery through proposal, negotiation, won, and lost

Project Management

Run onboarding, implementation, service, support, maintenance, and other customer-facing projects

Calendar & Activities

Connect meetings, tasks, notes, conversations, and follow-ups across leads, companies, and projects

AI Analysis

Summarize sales opportunities, customer conversations, project status, risks, and recommended next steps

Support & SLA

Manage service requests, ownership, escalation, response targets, and resolution

Customer 360

See the complete commercial and operational relationship with each company

Automation

Automate assignment, stage changes, reminders, tasks, project creation, escalation, and customer follow-up

WhatsApp Loyalty

Let customers register, check points, view rewards, redeem benefits, and interact with their membership through WhatsApp

Automation

Automatically enroll members, update tiers, award benefits, trigger journeys, and respond to customer behavior

Outbound Engagement

Run account-based follow-up, nurture, renewal, event, and customer communication campaigns