Three-pane workspace — lead list, chronological activity timeline, live deal detail
Sales CRM · Sales CRM
Lead Management
One record per opportunity, with its whole history attached
app.quipcom.ai
In detail
What Lead Management does
Part of Sales CRM in QuipCRM — Sales CRM. The foundation. One accountable record per opportunity, a visual pipeline, and reporting at every altitude — rep, team and board.
Company, contacts, source, owner, deal value, expected close and tags on every lead
Eight-stage lifecycle from New through Won, Lost or On Hold, with the full history retained
Where it fits
One accountable record for every opportunity
Lead Management is 1 of 8 modules in this area. Each one works on the same record.
The Sales CRM workflow, end to end
Lead Management supports this flow alongside the other Sales CRM modules.
- 01
Capture
Leads arrive from website forms, WhatsApp, email, campaigns or manual entry. QuipAI scores each one on arrival, so the queue is ordered before anyone opens it.
- 02
Engage
Multi-channel sequences and templates work the lead across email and WhatsApp. Every reply lands back on the record, and follow-up rules make sure nothing goes quiet.
- 03
Manage
Deals move through eight stages on a visual pipeline. Weighted value recalculates as they move, and high-value negotiations route to a manager for approval.
- 04
Close & learn
QuipAI flags the deals about to slip and the process problems behind the losses. Win/loss analysis turns each closed quarter into something the next one can use.
Who uses it
Who works with Lead Management
Sales Rep
Own leads, log activity, move stages, send proposals, and get follow-up help from the assistant.
- A scored lead list that shows who to call first
- Every conversation with the buyer on one timeline
- Follow-up reminders and a drafted message from the assistant
Bring one real pipeline.
We’ll map your stages, lead sources and follow-up rules live in a 30–45 minute call.