Sales & CRM

Leads and Sales Funnel

Track every lead on the kanban board, customize the stages and never miss an opportunity.

How the funnel works

The Leads screen shows your opportunities on a kanban board, with columns for each funnel stage (for example: New → Qualified → Proposal → Closed).

Every contact who messages a connected channel automatically becomes a lead and enters your default funnel.

Managing leads

1Drag the lead card between columns to change its stage.
2Click the card to open the details: contact data, conversation history, tasks and notes.
3Edit the lead's fields (interest, value, source...) directly in the details panel.

AI and the funnel

The AI agent updates the lead's stage and fields as the conversation evolves, a lead who asked for a quote can move to "Proposal" on its own, for example.

Tip: Set your default funnel in Settings so new leads land on the right stage from the start.

Proposals, Forecast and Sales History

Create proposals, project funnel revenue and analyze closed sales.

Tasks

Organize follow-ups and team to-dos linked to your leads.

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