Leads & deals pipeline
From the first message to the won deal.
Every chat, WhatsApp and form can create a lead with the conversation attached. Leads are scored and rated hot, warm or cold. Convert one and the deal starts on your pipeline, with its whole history.
- In every plan
- Leads
- Scores
- Deals
- Forecast
Pipelines today
The lead came from a chat. The CRM never saw the chat.
“Someone copies WhatsApp leads into the CRM on Fridays.”
By then the hot ones have bought elsewhere, and the notes say “interested, call back”.
“Every lead looks the same in the list.”
No score, no rating, no reason. The team works top to bottom and hopes.
“The forecast is a guess in a spreadsheet.”
Deals sit in stages nobody updates, so the number for the month is whatever someone types.
Leads from every channel
Leads arrive with the conversation that created them.
A web chat, a WhatsApp message, an email or the support form can create a lead or find the contact it belongs to. The chat is linked, so whoever picks it up reads what the customer already said.
- Live chat, WhatsApp, email, forms and more than ten sources
- Matched to an existing contact or lead first
- Leads from click-to-WhatsApp ads marked “From an ad”
Teras Home’s leads, from live chat, WhatsApp and email, with status, rating, interest and score.
Score and rating
Hot, warm or cold, with a score from 0 to 100.
Every lead gets a score and a rating. When the AI sales step qualifies a lead, it rates it from your criteria and quotes the customer’s words as the reason. A rating a person set is never overwritten.
- Score 0–100 beside the rating
- Hot and warm leads go to their owner
- The owner gets a bell the first time a lead turns hot
Source, status, rating and score on Teras Home’s leads.
Deals pipeline
A kanban board you drag deals across, with a weighted forecast.
Run several pipelines, like home orders and trade accounts, each with your own stages and the probability of winning at each one. The forecast weights every open deal by its stage. Won or lost, you record why.
- Drag and drop between stages
- Several pipelines, your own stages and probabilities
- Won and lost reasons
The inbox’s customer panel: stage, status and source on the person you’re chatting with. Deals sit in the same app, one tab over.
Convert
Convert a lead and the deal keeps everything.
Converting a lead makes a contact, an account if you want one, and a deal on the pipeline you choose. Its tickets, chats, WhatsApp messages, notes and files move with it. If the contact already exists, Axonave offers to convert into it instead of making a duplicate.
- Contact, account and deal in one step
- Chats, tickets, notes and files move across
- Duplicate warnings and merge
Aisyah’s record: “Deal created: dining set for the new home, RM 6,800 in Home orders › Interested”, above her rating and her ticket.
Meetings
Meetings booked in the chat land on the deal.
When the AI sales step or a Book step books a meeting, it shows on the lead, the contact and the deal, and on the team’s Calendar. Mark it held or no-show from there.
- Booked in WhatsApp or web chat
- On the lead, contact and deal
- Held or no-show, with one new offer after a no-show
Aisyah’s contact record, with tabs for Activity, Notes, Files, Deals and Tickets.
Reports
Lead funnel, deal analytics, revenue and sales, in one menu.
See where leads come from and where they stop, the pipeline by stage, won and lost, and Reports → Sales from AI-qualified to won, by source and by ad.
- Lead funnel and contact analytics
- Deal analytics and revenue
- Reports → Sales by source, ad and host
The Reports menu: Contact Analytics, Lead Funnel, Deal Analytics, Revenue and Sales under CRM. On screen, Reports → Chats.
Connected to everything else in Axonave
The lead, the chat, the ticket and the deal are one record.
Leads and deals are part of the same CRM as the inbox, helpdesk and chatbot. Sales sees the complaint; support sees the deal.
One customer recordchats · tickets · deals · AI answers
- Omnichannel InboxWeb chat and WhatsApp
- Chatbot & Flow BuilderAnswers saved to the CRM
- AICited answers, hand-over
- Knowledge Base & Help CentreWhat the AI answers from
- HelpdeskTickets with SLAs
- CRMLeads from every chat
Omnichannel inbox
Chats and WhatsApp create and update leads as they happen.
AI sales agent
Qualifies and rates the lead in the chat.
Helpdesk
Tickets move with the lead when it converts.
CRM
Contacts, accounts, tasks and one timeline per record.
One lead, start to deal
A chat on Tuesday. A deal on the board by Saturday.
An example of one lead’s week. Each step is something Axonave records; the selling is still your team’s.
- Tue 9:12 pmA customer asks on web chat about sofas for a clinic waiting room. A lead is created, with the chat attached.
- Tue 9:15 pmThe AI sales step asks how many seats and when. The lead is marked hot, quoting “12 seats, before we open in March”.
- Wed 9:00 amArjun owns the lead and gets a bell. He reads the chat before he replies.
- Thu 10:00 amA showroom visit, booked in the chat, is held. Arjun converts the lead: a contact, an account and a deal.
- Sat 11:30 amHe drags the deal to Quote sent. The weighted forecast moves with it.
An example in Teras Home, our demo workspace. The times, the words and the stages are illustrative.
Where leads start in a conversation
Sales teams
Chat and WhatsApp leads rated, routed and converted on one pipeline.
Property
Viewings and offers tracked from the ad that brought the buyer.
Automotive
Test drives on the lead, the sale on the deal.
Questions about leads and deals
Where do leads come from?
Live chat, WhatsApp, email, the support form and more: over ten sources. A chat or message can create the lead itself, with the conversation linked, or match an existing contact.
How are leads scored and rated?
Every lead has a score from 0 to 100 and a hot, warm or cold rating. The AI sales step rates leads from your criteria with the customer’s words as the reason, and never overwrites a rating a person set.
Can we have more than one pipeline?
Yes. Several pipelines, each with your own stages and the probability of winning at each, plus won and lost reasons.
What happens when we convert a lead?
You get a contact, an account if you want one, and a deal on the pipeline you choose. The lead’s chats, tickets, WhatsApp messages, notes and files move to the contact.
Can we import our existing leads and deals?
Yes. Import contacts, leads, accounts, deals and tickets from CSV, with a preview and checks before anything is saved.
Can we add our own fields?
Yes. Custom fields (text, number, checkbox, dropdown, date, multi-select) and colour-coded tags on every record.
Which plan includes the pipeline?
Every plan. Leads, deals and the pipeline come with the CRM, which Basic includes. AI rating in the chat needs the AI: Pro, or an AI pack on Basic.
Is there a free trial?
Yes. Try Pro free for 14 days with your own leads. No card needed.
Walk one of your chat leads through to a deal.
We reply within one business day by email or WhatsApp.