The typical digital agency runs its sales pipeline across at least five separate tools: a website contact form, an email client, a proposal builder, a CRM, and a file-sharing platform for sending the final document. Each tool requires a login, has its own notification system, and stores data in a format that does not talk to the others. Kaissa.nl replaces this entire stack with a single, WhatsApp-first workflow that runs from first contact to signed proposal without leaving a chat thread.
New leads can enter the Kaissa.nl pipeline in several ways. The most direct is a message to your Kaissa.nl WhatsApp number (+31 6 84727713), which creates a lead record automatically. You can also add leads manually through the dashboard or via the POST /api/leads API endpoint — useful if you are integrating Kaissa.nl with an existing website contact form or CRM import.
When a lead is created, you receive a WhatsApp notification with a summary: the lead's name, contact details, and any context that was captured at intake. From this notification you can immediately decide whether to enrich the lead with a website crawl or move straight to a proposal.
Most agency pitches fail at the research stage — either because the agency did not do enough of it, or because they did too much and lost two days before sending anything. Kaissa.nl automates the right amount of research.
Send the lead's website URL through WhatsApp or enter it in the dashboard. The platform crawls the site, extracts business context, and adds an enrichment summary to the lead record. This summary feeds directly into proposal generation, so you are not duplicating work. The crawl typically completes in under two minutes.
With the lead enriched, generating a proposal is a single command. The AI combines the crawled context with your agency's uploaded service descriptions, rate cards, and case studies to produce a full proposal draft. The structure is consistent — situation, solution, scope, timeline, investment — but the content is specific to the client in front of you.
The draft lands in your dashboard for review. You edit what needs changing — usually pricing and a few service-specific details — and mark it ready to send. The whole review-and-edit step typically takes ten to fifteen minutes.
When you send the proposal, Kaissa.nl publishes it to a dedicated client portal at {slug}.kaissa.nl. This is a clean, professional page that loads on any device without requiring the client to create an account or install anything. The portal is the only URL you need to share — no PDF attachments, no Google Docs links, no version confusion.
The portal tracks engagement automatically. You see when the proposal was first opened, how many times it was viewed, and on what device. When the client responds — whether to accept, ask a question, or request a revision — you get a WhatsApp notification and can reply immediately.
Proposals that go unanswered after three days have historically had a much lower close rate than those that receive a timely follow-up. Kaissa.nl surfaces these automatically: if a proposal has been in Sent or Viewed status without a response, the platform sends you a WhatsApp reminder with the client's name and a direct link to the proposal. You can follow up without switching apps.
Once a proposal is accepted, Kaissa.nl updates the status and sends you a notification with a summary of what was agreed. This is your trigger to kick off onboarding — whether that means sending a contract, scheduling a kickoff call, or starting project setup.
Everything that happens in WhatsApp is also visible on the Kaissa.nl dashboard at kaissa.nl. The dashboard shows your full lead pipeline, proposal conversion rates by status, and client engagement metrics across all active portals. For agency owners who want to understand pipeline health at a glance, the dashboard is where that picture lives.
Access is secured by a one-tap login link delivered to your WhatsApp — no password to forget. The link is single-use, time-limited to 24 hours, and generated fresh each time you request it via /otp.
Running the full Kaissa.nl workflow means you no longer need:
The tools you keep are the ones Kaissa.nl cannot replace: your delivery tooling, your communication with existing clients, and your accounting software. Everything in the sales cycle from first contact to signed proposal runs through a single WhatsApp-first system.
The fastest way to start is to send /otp to +31 6 84727713 on WhatsApp. You will receive a six-digit login code and a one-tap link to the dashboard. From there, add your first lead, paste in their website URL, and watch the proposal generate. The first run takes most agencies about twelve minutes from setup to a proposal ready to send.