Customer Leads
Give every lead a clear next step.
Organise incoming enquiries in a sales pipeline with ownership, stages, expected opportunity values and follow-up dates. Connect approved lead sources so your team can track enquiries without rebuilding customer details.
What you can do
Track lead stages, priority, ownership and follow-up dates.
Receive leads from connected Smart Bio and prospecting workflows.
Keep linked customer names and profiles consistent with Customer 360 CRM.
How it fits your workflow
- 1
Capture a lead or connect an approved source.
- 2
Assign an owner, qualify the enquiry and plan the next action.
- 3
Record the sales outcome and continue the customer relationship in CRM.
Opportunity value is not collected revenue. A won opportunity and a verified payment are separate records.
Works with these tools
Smart Bio & Lead Magnet
Publish a digital business card with links, valuable downloads, event registration and video stories. Turn resource requests and event sign-ups into organised lead records through configured tool connections.
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Bring customer profiles, avatars, purchase records, notes and custom fields into one company CRM. Use customer context and AI next-action suggestions to make sales handovers and service follow-ups more informed.
Explore this toolWhatsApp AI Sales Hub
Manage WhatsApp enquiries, AI-assisted replies, customer context and sales follow-ups in one hub. Connect approved business knowledge, CRM and booking tools to support a more consistent customer journey.
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