Automatic status updates
When a card moves on its own, and what has to be true for that to happen.
A board is only useful if it matches reality, and it won't if somebody has to remember to drag cards around. With your reps' WhatsApp numbers connected, Trama reads the conversations and moves the cards itself.
Available on the paid plans, from Starter, because it needs sales rep tracking.
What moves what
stateDiagram-v2
direction LR
A : To contact
B : In contact
C : Quoted
W : Won
L : Lost
A --> B : the rep sends their first message
B --> C : sends a quote PDF
B --> C : says a price in the conversation
C --> L : the customer says they booked elsewhere
C --> L : 15 days silent after 3 touches
C --> W : only with the rep's confirmation| What happens | What Trama does |
|---|---|
| The rep sends their first message | Moves from To contact to In contact |
| The rep publishes a quote | Moves to Quoted, and copies the price onto the card |
| The rep sends a quote PDF | Moves from In contact to Quoted |
| The rep says a price in the conversation | Moves from In contact to Quoted |
| The customer says they booked elsewhere | Moves to Lost, with the reason |
| 15 days pass with no reply after three touches | Moves to Lost, no reply |
Won never moves on its own. Closing a sale is the one transition that always needs a person to confirm: either you move it on the board, or you tell the Trama Agent over WhatsApp. That's deliberate — a wrongly marked sale poisons every closing metric you have.
Without connected numbers
On the free plan, or if your reps haven't connected their WhatsApp, you move the cards yourself: by dragging them on the board, or by telling the Trama Agent.