Revenue Operations & Lead Scoring

AI Lead Intelligence & CRM

Find promising leads, understand their interest, and keep customer details in one place.

Leads & CRM brings your contacts, conversation history, and lead scores together. Select a lead to review their messages and Lead Overview. Use channel filters, labels, and favorites to organise your list, or add a lead manually with New Lead.

Leads & CRM OverviewConsole View

Leads and CRM with a lead list, selected conversation, score, favorites, and Lead Overview — Illustrative screenshot with sample lead data.

Understand the Customer

Customer conversation showing message history and reply controls — Review the conversation before following up. Click to expand.

Why use it?

Core Capabilities & Value

Know who needs attention and understand the conversation before following up.

Keep Leads in One Place

One contact list

View contacts from different channels alongside manually added leads, without keeping separate lists.

Focus on Promising Enquiries

Lead scores & tiers

Use the lead score and tier to help decide who to review first. Read the conversation to understand their needs.

Understand the Customer

Conversation history

Review messages, activity, and the score breakdown before following up, so you can continue with the right context.

Keep Important Leads Easy to Find

Favorites & labels

Star a lead for quick access through Favorites. Use labels and channel filters to organise your work.

Getting started

Find, Add, and Review Leads

Open Leads & CRM to view your contacts. Search for a lead, choose a filter, or select New Lead to add someone manually.

Manage your leads:

Find a Lead

Use Search leads or open the All Leads menu. Choose WhatsApp, Instagram, Twilio, Manual, or Favorites to narrow the list.

Add a Lead Manually

Click New Lead. Enter the required name and phone number, choose a source, and add an optional budget or note. Select Add Lead to save.

Review the Lead Overview

Select a lead to read the conversation and view their score. Lead Overview shows interest, engagement, activity, labels, and conversion details when available.

Save or Continue the Conversation

Click the star to add a lead to Favorites. Use Open in Inbox to reply when a conversation is linked; the message preview on this page is read-only.

Add New Lead form with name, phone, source, optional budget and note — Enter a name and phone number, choose the source, and select Add Lead.

Lead filters for WhatsApp, Instagram, Twilio, Manual, and Favorites with sample contact lists — Choose a channel or Favorites to narrow your lead list. Click to expand.

Find Leads by Channel

Open the All Leads menu to focus on one source or return to important contacts.

WhatsApp Leads: Choose WhatsApp to see leads from that source. Select a contact to review their available messages, score, and labels.
Instagram Leads: Choose Instagram to focus on Instagram enquiries and review each contact before following up.
Twilio Leads: Choose Twilio to find leads from your Twilio source. Use Open in Inbox when a linked conversation is available.
All Leads, Manual & Favorites: All Leads brings the sources together. Manual helps you find manually added contacts. Star important leads to find them again under Favorites.

Lead OverviewScore & Conversion Details

Lead Overview with Converted status, activity, conversion details, score breakdown, and labels — Illustrative overview showing activity, conversion details, score breakdown, and labels.

Result & Verification

Review Scores and Conversion Details

What to verify in your console after completing setup.

What you should see:Your lead appears in the correct list with their available messages and overview. Favorites help you return to important contacts, and linked conversations can be opened in the Inbox.

Verification Checklist:

Find the lead in the list and confirm the name, phone number, and source.

Open the lead and check that the available conversation belongs to that contact.

Star the lead and confirm it appears under Favorites.

For a converted lead, review the recorded product, revenue, date, and notes.

Understanding Lead Overview

Lead Score: A rating to help prioritise enquiries. Review the breakdown and conversation together.
Labels: Labels such as Hot and Premium Lead help identify the lead at a glance.
Conversion Details: For converted leads, review the recorded revenue, product, date, and notes.

FAQ & Troubleshooting

Common Questions

Simple checks for finding and reviewing your leads.

Why can I not find a lead?

Answer: Clear the search field and choose All Leads. Check the current workspace. Manually added contacts can also be found through the Manual filter.

What does the lead score mean?

Answer: It helps you prioritise enquiries. Review Score Breakdown for the displayed behavioral, intent, and label contributions. A high score does not guarantee a purchase.

Why is Open in Inbox unavailable?

Answer: The lead may not have a linked conversation. You can still review the saved contact information.

What does Converted mean?

Answer: The enquiry has been marked successful. Review the saved conversion details; this status alone is not proof of payment.