New lead
0
Captured from chat, socials, forms, phone, SMS, or manual entry.
CRMRead-only foundationWorkspace scoped
Track every lead from first touch to sale.
The CRM will connect conversations, campaigns, bookings, sales responder notes, and attribution. This first surface defines the pipeline without calling external CRMs or sending messages.
Qualified
0
AI or human confirmed fit, need, timing, and contact path.
Meeting booked
0
Calendly-style booking will attach meeting state here.
Won
0
Customer outcome and attribution roll back into campaigns.
Customer record model
The data each lead should carry through the sales center.
Contact profile
Lead source
Conversation history
Product interest
Objections
Next action
Meeting state
Campaign attribution
Sales handoffs
Move from lead to reply to meeting.