CRM

Customer records

Master records enriched by AI tags, stage, and timeline.

Contacts

Master records enriched by AI tags, stage, and timeline.

—

Lists

Static cohorts for campaigns, VIP tracking, and imports.

—

Segments

Dynamic audiences driven by rules and contact behavior.

—

Deals

Pipeline and close-motion for consultations and deposits.

—

Tasks

AI action queue for follow-up, service delivery, and escalation.

—

Back to Contacts

MessageBook Deal Workflow

Pimook AK

Channels

First seen6 Jan 2026

Last activity22 days ago

Contact Information

First name

Pimook

Last name

Phone number

+66 81003252

pimook-ak@example.com

City

Bangkok

Country

Audience

Lists

Segments

AI Tags

high_intentlocal_patientprice_sensitive

Manual Tags

No manual tags yet.

Activity Timeline

Unified history across messaging, deals, tasks, and bookings.

AI handled qualification flow

3/10/2026, 1:20:00 PM

ai conversation

Detected Beard Transplant interest, updated lead score to 87, and captured high_intent, local_patient.

Cura AI

Procedure Day

3/10/2026, 12:00:00 PM

booking created

Pimook AK - Beard Transplant

Bookings

Moved to In Treatment

3/8/2026, 2:05:00 PM

stage change

Pimook AK is now classified as in treatment.

CRM Engine

AI added tag high_intent

3/7/2026, 1:31:00 PM

tag added

Confidence 74%.

Cura AI

Lead score updated to 87

3/6/2026, 1:45:00 PM

lead score change

Score increased based on recent conversation quality and next-step clarity.

CRM Engine

Deal created - Beard Transplant - Pimook AK

2/7/2026, 12:00:00 PM

deal created

Won at 75,798 THB.

Cura AI

Inbound inquiry received

1/9/2026, 11:00:00 AM

message received

สวัสดีครับ สนใจปลูกผมครับ เห็นรีวิวของคุณหมอแล้วดูดีมาก

Pimook AK

Deal

No active deal

Create a deal to track stage, amount, and close timing for this contact.

Conversations

Inbound

Customer messages received

Outbound

Replies sent from team or AI

ขอบคุณค่ะ พอได้รับรูปแล้วทีมจะสรุปแนวทางพร้อมราคาให้ทันทีค่ะ

open

3 months ago

Outbound

Aftercare Follow-up

Whatsapp channel

Queued

Last outbound

Message sent 11 Jan 2026

ได้ครับ เดี๋ยวส่งรูปให้คืนนี้

Next queued

Aftercare check-in queued for the next milestone

Bookings

Procedure Day

Pimook AK - Beard Transplant

3/10/2026, 12:00:00 PM

Tasks

No active tasks for this contact yet.