In progress
Lead lifecycle inside the CRM
The CRM at the centre: it qualifies, routes, chases and stays current.
Connected tools
HubSpot · WhatsApp · OpenAI · Gmail
The walkthrough
Video in the worksThe workflow already exists — the filmed walkthrough is coming.
The scenario
A lead fills in the form: contact and deal created in the pipeline, AI qualification, the right rep notified. When the rep moves the deal, the lead automatically gets the matching message.
No more leads lost between two tools.
What happens
- The lead comes in and is scored automatically
- The right rep is notified, with context
- Each stage change triggers the matching message
- Stalled deals are chased without anyone remembering to