CRM + Lead Lifecycle
Industry-scoped CRM with turnkey vertical packs, visual Kanban, Lead Sets, predictive scoring, and full conversation history — from first inquiry to closed deal.
Know which leads to call first
Scoring and Lead Sets
Full history before every conversation
Timeline per lead
Automate nurture without losing control
Campaign touch outcomes
Clean data without spreadsheet gymnastics
Import + dedupe built in
What's included
- Visual drag-and-drop pipeline — move leads across stages with a simple drag gesture on the Kanban board
- First name + last name fields — proper CRM-grade personalization for voice greetings, emails, and SMS
- CSV/Excel import with smart field mapping — automatically maps first_name, last_name, phone, email columns
- Automatic deduplication and normalization — clean data from day one, no manual cleanup needed
- Lead Sets for campaign segmentation — group leads by geography, industry, or any custom attribute
- Predictive lead scoring — market-specific models (US, Brazil, Global) prioritize who to call next
- Cross-channel conversation history — full timeline of voice, email, SMS, WhatsApp, and chat per lead
- Google Calendar integration — booked appointments sync instantly with a visual FullCalendar view
- CRM integrations (Salesforce, HubSpot) — bidirectional sync keeps everything up to date
- Bulk actions — assign, tag, move stage, export, and more across selected leads
- Turnkey industry packs — automotive (buyer, trade-in, service, finance), property management, real estate, and new verticals configured during onboarding
- Vertical intake on leads — vehicles, listings, units, portfolios, and service areas attached to every record
- findOrCreateLead with merge-friendly notes for inbound from any channel
- Campaign touch outcome visibility on each lead card — see what nurture did before you call
How it works
1
Import
Upload CSV/Excel or sync from Salesforce/HubSpot — smart field mapping handles first name, last name, phone, email automatically.
2
Organize
Create Lead Sets, apply tags, and score leads with predictive models that prioritize who to contact next.
3
Engage
Drag leads across pipeline stages while AI agents, campaigns, and omnichannel sequences nurture them automatically.
4
Schedule
Appointments booked via voice, chat, or forms sync to Google Calendar with FullCalendar visibility in CRM.
5
Convert
Human agents close with full context — every voice call, email, SMS, and chat interaction on one timeline.
Go deeper
FAQ
How are duplicate leads handled?
Email and phone dedupe with merged notes and timestamped source tags — cleaner data from day one without manual spreadsheet merges.
Can I import a CSV or Excel file?
Yes — smart field mapping for first name, last name, phone, email, and custom columns with preview before commit.
Does it sync with Salesforce or HubSpot?
Yes — bidirectional sync with field mapping keeps external CRMs and Legible aligned on lead data and stage changes.
How does lead scoring work?
Predictive models (US, Brazil, Global) prioritize who to contact next based on engagement, fit, and behavioral signals.
Can I use a visual pipeline?
Yes — drag-and-drop Kanban stages with bulk actions, assignment rules, and full conversation history on each card.
What are Lead Sets?
Segmented audience groups for campaigns, compliance lists, and geographic or industry targeting — reusable across journeys.
Does CRM work with the AI voice call center?
Yes — every call, transfer, and appointment creates timeline events on the lead record with full context for the next agent.
Can I export pipeline data?
Yes — bulk export for lead lists, stage snapshots, and custom field data for finance, ops, and BI tools.
Does CRM include industry-specific pipelines?
Yes — industry packs ship purpose-built pipelines, stages, and intake fields. Automotive, property management, and real estate are live today; new industries are provisioned as turnkey packs during onboarding. General B2B pipelines stay fully customizable with Lead Sets and custom fields.