CRM + Lead Lifecycle
Lead capture → nurture → qualify → convert, with segmentation, Lead Sets, and timeline memory.
What’s included
- Lead import + normalization + deduplication patterns
- Lead Sets for campaign datasets and segmentation
- Cross-channel history and context continuity per lead
How it works
1
Collect
Leads are imported or created from inbound activity.
2
Segment
Lead Sets and attributes drive targeting and routing.
3
Nurture
Automations and agents move leads through stages.
4
Convert
Handoff and history ensure humans close with full context.
Next step