Feature

Lead Management

Turn chats into structured leads with stage, tags, owner, notes, follow-ups, deal value, and attribution.

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Turn chats into structured leads with stage, tags, owner, notes, follow-ups, deal value, and attribution.

Related Features

Sales Pipeline

Kanban board for new, qualified, proposal, won, lost, and re-engagement stages with team-wide visibility.

Follow-Ups and Next Steps

Schedule reminders and define the next action per lead. Due tasks surface in the queue with live alerts.

Quotes

Build quotes from a conversation, send details over WhatsApp, and track delivery status.