Funnels and Kanban boards

Boards where a contact moves from step to step, every one of them shared by the whole team, and the bulk moves and template sends that act on a whole column.

Add contacts in bulk, send a whole filtered list of leads to a board, read the unread badge as your to-do list, filter your conversations by board and column, move a whole column's cards, and message everyone in one step.

What stages to use for your kind of business, when to have more than one board, and how many columns is too many.

A way of working, not a feature. What the board can honestly support if you want to run it like a queue, and exactly where it stops.