Converso — Engage. Nurture. Convert.
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THE CONVERSO GUIDE

Converso documentation.

Simple steps for your everyday work in Converso.

Open Converso
SECTION 01 / 10

Dashboard

Check business totals, follow-ups, and inquiry sources.

YOUR DAILY FLOW

Add inquiry Assign Reply Remind Track deal

Read your overview

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  1. Open Dashboard.
  2. Choose the date range at the top.
  3. Check inquiries, deal value, won revenue, and forecast.
  4. Use Follow-ups, High-Value Deals, or a summary card to open the work.

Scroll down for stage charts and inquiry sources. Download CSV exports the source report. Forecast is an estimate, not won revenue.

DashboardDashboard with business totals and follow-ups

Updated 18 October 2026 Controls may vary by role and plan. Identifying details are hidden in screenshots.

LET’S TALK ABOUT YOUR BUSINESS

See Converso in action.

Tell us a little about your team and your leads.

Our team will reach out on the WhatsApp number you share.