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CRM & Lead Management

Transform cold prospects into loyal customers with the ebosAi CRM. Track every interaction, automate lead capture, and forecast your future revenue.

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🗂️ Core Features

🚀 Sales Pipeline (Kanban)

The Sales Pipeline provides a visual overview of your deals: - Drag & Drop: Move deals through stages like Discovery, Proposal, and Negotiation. - Stage Automation: Moving a lead to a "Qualified" stage can trigger automated welcome messages via the Communication Hub. - Winning Deals: Mark a deal as "Won" to automatically convert the prospect into a Customer.

📈 Sales Forecasting

Make data-driven decisions with real-time Dashboard metrics: - Expected Revenue: Calculate your potential income using Deal Value * Probability (%). - Pipeline Velocity: Track how many days a lead stays in each stage to identify bottlenecks. - Source Attribution: See which marketing channels (Referral, Web, Meta) are driving the most high-value leads.

📅 Activity & Interaction Tracking

Never miss a follow-up with the Activity Timeline: - Interaction Logs: Record Phone Calls, Meetings, and Demos directly on the lead profile. - Smart Reminders: Set "Follow-up" dates; the system will alert you via the notification center on the due date. - Audit Trail: View the full history of communication for each opportunity.

🔗 Meta & Social Integration

Automate your lead generation by connecting your social accounts in Integration Settings: - Real-time Sync: Leads from Facebook/Instagram forms flow directly into your "New" stage. - Auto-Mapping: Map ad-form fields (Phone, Email, Interest) to your CRM fields using AI.

Pro-Tip: Review the "Stale Leads" indicator on your Kanban cards to focus on deals that haven't had an activity in over 3 days.