A lead should not go cold waiting for someone to open the spreadsheet.
Every contact comes in through one door, with its source recorded, and reaches the rep with the whole history attached.
Segment · Sales teams
From lead to close
Six stages of a negotiation.
Every move is recorded on the contact, not in the head of whoever answered.
- 01
Lead received
Which ad, form or channel it came from — recorded on arrival.
- 02
Routing
Who got it, when, and how long it took for someone to pick it up.
- 03
First contact
The first attempt recorded, with channel, time and response.
- 04
Qualification
Profile, need and timing confirmed before it becomes a deal.
- 05
Negotiation
Which stage the conversation is in, and how many days it has not moved.
- 06
Close
Won or lost, with the value and the source on the same record.
The bottleneck is rarely lead volume. It is the time between a lead arriving and someone speaking to it — and here that is a number, not an impression.
Operation
What the team needs so nothing goes unanswered.
One intake, one profile, one history — and the follow-up that happens even in a busy week.
One intake
Ads, forms and pages all land in the same place, with no spreadsheet in between.
Full profile
Source, answers, messages and purchases gathered on one contact.
Deal stages
The sales funnel drawn as it really is, under the names the team uses.
Automatic follow-up
The reminder and the retry fire on behaviour, not on somebody remembering.
The customer's channel
WhatsApp, email and Instagram from the history already open on screen.
History per rep
Everyone with their own access, and every move with the name of who made it.
When someone leaves the team, the book of business stays in the base: the history belongs to the contact, not to the rep.
Contact profile
The rep opens the contact and already knows who they are talking to.
Six dimensions replace the question "where did this lead come from again?".
- SourceCampaign, channel and page that brought the lead to the form.
- BehaviourWhat they opened, answered, clicked and how often they came back.
- Declared dataWhat they told you about need, timing and context.
- ValueWhat they have bought, the value in play and the contract history.
- Preferred channelWhere they reply, and where the last attempts went quiet.
- StageWhich stage they are in, and how many days they have been stuck there.
The same six dimensions feed the team's queues: a contact joins the retry list on its own when it stops replying.
Segment dashboard
The sales funnel in numbers nobody typed in.
From lead received to revenue per rep, fed by the same event the CRM records.
Segment metrics
- Leads received
- Time to first contact
- Qualified contacts
- Open deals
- Win rate
- Sales cycle
- Average deal size
- Revenue per rep
The names above are the metrics the dashboard assembles from your events. No figure on this page is a result of ours or of a customer — yours appear once the account starts recording.
Start now
Put the sales team on a single base.
Create your account and bring lead intake, negotiation and history together.