Turn Conversations Into DealsVisual Sales Pipeline
Kanban-style pipeline with 6 stages, lead scoring, follow-up scheduling, AI lead capture, and conversion tracking.
Kanban pipeline board
Auto-capture from conversations
With automated reminders
Win/loss rate tracking
Landing page forms feed directly into pipeline
Sales in the Arab Region
Pipeline Stages (6 Stages)
NEW
Fresh lead
CONTACTED
First outreach made
QUALIFIED
Confirmed viable
NEGOTIATION
Discussing terms
WON
Deal closed
LOST
Deal lost (reason tracked)
Lead Creation
3 paths for creating leads
Manual
Add a lead via the creation modal
AI Capture
AI detects interest, auto-creates lead with label
Landing Page Forms
Contact form + Get Started form feed into pipeline
Follow-Up Scheduler
Schedule follow-ups with titles, due dates, and assigned agents. 60-second polling for due reminders.
Lead Management Features
Kanban Board View
Visual board showing leads in columns by stage — drag and drop to update
Auto-Capture from Conversations
Leads are auto-captured from new conversations on any channel
Labels (HOT/WARM/COLD)
Classify by interest level to prioritize follow-up
Agent Assignment
Assign each lead to a specific agent with validation
Lost Reason Tracking
Record loss reason for each lead to improve sales strategy
Follow-Up Tasks
Create follow-up tasks with titles, due dates, and assigned agents
How the Pipeline Works
Auto-Capture
Lead auto-captured from a new conversation on any channel
Classify & Assign
Classify as HOT/WARM/COLD and assign to an agent
Follow Up & Move
Create follow-up tasks and move lead through stages
Won or Lost
Close the deal as won or record the loss reason
Learn From Losses
Record the reason for losing each lead to analyze patterns and improve your sales strategy based on real data.
Won
Lost + Reason
Follow-Up Tasks
Drag & Drop
AI Automatically Captures Leads
When the AI agent detects genuine buying interest in a conversation, it automatically captures data and creates a lead with a label.
Landing Page Forms
Contact and Get Started forms on your website feed directly into your sales pipeline — every form submission creates a new lead automatically.
Contact Form
Collects name, email, phone, message — creates lead in NEW stage
Get Started Form
Collects company data and industry — creates lead with WARM label
Statistics
Stages
Heat Labels
Auto-Capture
AI Capture
Kanban View
Integration with Conversations & Tickets
Direct Conversation Link
Every lead is linked to the original conversation it was created from — click to navigate
Create Ticket from Lead
Convert any lead to a support ticket if they encounter issues during sales
Full Activity History
View every interaction with the lead — messages, calls, notes, and stage changes
Visual Drag & Drop
Move leads between stages with a simple drag and drop. See the entire pipeline at a glance.
Conversion Dashboard
Total Leads
New Today
Conversion Rate
AI-Captured
By Label & Stage
Start Tracking Your Leads Today
Visual sales pipeline with auto-capture from conversations, smart follow-up scheduling, and conversion tracking.