CRM + Lead Lifecycle
Visual drag-and-drop pipeline, first/last name personalization, Lead Sets, CSV/Excel import, Google Calendar sync, and CRM integrations — from raw list to closed deal.
What’s included
- Visual drag-and-drop pipeline — move leads across stages with a simple drag gesture on the Kanban board
- First name + last name fields — proper CRM-grade personalization for voice greetings, emails, and SMS
- CSV/Excel import with smart field mapping — automatically maps first_name, last_name, phone, email columns
- Automatic deduplication and normalization — clean data from day one, no manual cleanup needed
- Lead Sets for campaign segmentation — group leads by geography, industry, or any custom attribute
- Predictive lead scoring — market-specific models (US, Brazil, Global) prioritize who to call next
- Cross-channel conversation history — full timeline of voice, email, SMS, WhatsApp, and chat per lead
- Google Calendar integration — booked appointments sync instantly with a visual FullCalendar view
- CRM integrations (Salesforce, HubSpot) — bidirectional sync keeps everything up to date
- Bulk actions — assign, tag, move stage, export, and more across selected leads
How it works
1
Import
Upload CSV/Excel or sync from Salesforce/HubSpot — smart field mapping handles first name, last name, phone, email automatically.
2
Organize
Create Lead Sets, apply tags, and score leads with predictive models that prioritize who to contact next.
3
Engage
Drag leads across pipeline stages in the visual board while AI agents and campaigns nurture them automatically.
4
Convert
Human agents close with full context — every voice call, email, SMS, and chat interaction on one timeline.
Next step