Guide intro
CRM Pipeline turns WhatsApp, Website, API, WooCommerce, WordPress, and manual lead sources into a client-facing lead workflow.
Lead list, drawer, and source tracking
Use the lead list to search, filter, assign, and review leads. Selecting a lead opens the detail drawer without shrinking the table or pipeline board.
Lead detail includes name, phone, source, overview, timeline, follow-ups, calls, deal, and activity tabs.
Lead intelligence and Smart CRM actions
Lead intelligence shows temperature, health, suggested next action, and missing details. Smart CRM actions can suggest follow-ups, staff assignment, missing-field capture, quotation movement, callbacks, order confirmation review, and won/lost review.
Safe actions require a user click and can create a follow-up, set a status, set a deal stage, or assign staff. Draft text may be shown for review, but ConvortAI does not auto-send WhatsApp messages from Smart CRM actions in this sprint.
Staff, follow-ups, calls, deals, reports, and alerts
Use staff/team management for assignment, follow-ups for reminders, call logs for phone outcomes, deal tracking for stages and values, activity timeline for audit history, reports for counts, and Tasks/Alerts for high-priority work.
Related docs
Follow-ups
Follow-up Center and Customer Updates
Fixed follow-ups, AI Smart Follow-ups, customer updates, broadcasts, saved lists, and safe billing behavior.
Open guideAPI and webhooks
Public API and Webhooks
API keys, scopes, lead intake, message APIs, status lookup, webhook events, deliveries, and idempotency.
Open guideIntegrations
WooCommerce, WordPress Connector, and Website Knowledge
WooCommerce products, WordPress Website Connector, Website Knowledge sync, failed rows, and AI usage.
Open guideRelated pages & tools
Next step
Want cleaner CRM operations?
Keep lead details and follow-up dates current so Smart CRM Actions stay useful.