CRM & leads

Leads captured from chats fill your CRM automatically, with pipeline stages that move as conversations progress.

6 min read

A CRM that fills itself

When the agent detects buying intent, it captures a lead with interest, priority, and source — no manual entry. The CRM uses a dynamic schema, so you define the fields that matter for your business.

Work the pipeline

Built-in stages: New → Contacted → Qualified → Won / Lost.
Filter by status, and export leads or contacts to CSV any time.
Import existing contacts with CSV, tagged by source.

Set your Leads and Customers schema early in onboarding so captured fields map cleanly instead of landing as 'Not set'.