Four stages to a closed deal
| Stage | What happens |
|---|---|
| Phone Call | The agent speaks to the lead, with the full AI conversation in front of them |
| Site Visit | The visit is booked, done and followed up |
| Price Negotiation | Offers, discounts and approvals |
| Booking & Agreement | Booking amount, documents and agreement — the deal is won |
A board your team will actually use
- Drag a card to the next stage as the deal moves forward.
- Each card shows the lead, project, location, agent and how long it has been in the stage.
- Filter leads, or switch on “My leads” to see only your own.
- Drop a card on the AI pipe’s tab to hand the lead back to the AI for nurturing.
Full context before every call
Agents never start cold. Every lead carries its source, project, budget and the full history of AI messages, calls, emails and SMS, so the first human call picks up exactly where the AI left off.
Alerts and tasks
When the AI follow-up pipe pauses a lead that needs a human touch, the agent gets an alert and a task. Alerts and tasks are collected in one place, so nothing waits silently.
See how each agent is doing
The dashboard shows open leads and closed deals per agent, deals won, win rate and time to close — or just ask AI “How many sales did my team close this month?”.
Frequently asked questions
What are the stages of the human follow-up pipe?
Phone Call, Site Visit, Price Negotiation, and Booking & Agreement.
How do leads get into the human pipe?
Routing rules can send leads straight to a person, the AI hands leads over when they need a human, and agents can take over any lead themselves.
Can a lead go back to the AI?
Yes. Drop the lead on the AI pipe and the AI continues nurturing it.
Can I rename the pipe stages?
Yes. Pipe stages and wording can be changed in settings to match your sales process.