CRM + Lead Lifecycle | Legible Marketing (EN)

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

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

How it works

Import

Upload CSV/Excel or sync from Salesforce/HubSpot — smart field mapping handles first name, last name, phone, email automatically.

Organize

Create Lead Sets, apply tags, and score leads with predictive models that prioritize who to contact next.

Engage

Drag leads across pipeline stages in the visual board while AI agents and campaigns nurture them automatically.

Convert

Human agents close with full context — every voice call, email, SMS, and chat interaction on one timeline.

Next step

FAQ

How are duplicate leads handled?

Email/phone dedupe with merged notes and timestamped source tags.

Can I import a CSV?

Yes — standard lead import paths with tenant isolation.