CRM

Customer records

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

Contacts

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

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Lists

Static cohorts for campaigns, VIP tracking, and imports.

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Segments

Dynamic audiences driven by rules and contact behavior.

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Deals

Pipeline and close-motion for consultations and deposits.

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Tasks

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

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Back to Contacts

MessageBook Deal Workflow

Preecha Boonterm

Channels

First seen21 Jan 2026

Last activity27 days ago

Contact Information

First name

Preecha

Last name

Boonterm

Phone number

+66 81007317

preecha-boonterm@example.com

City

Bangkok

Country

Audience

Lists

Not in any saved list yet.

Segments

AI Tags

high_intentlocal_patientreferral

Manual Tags

No manual tags yet.

Activity Timeline

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

Follow-up Appointment

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

booking created

Preecha Boonterm - Long Hair FUI

Bookings

AI added tag high_intent

3/10/2026, 1:31:00 PM

tag added

Confidence 89%.

Cura AI

Lead score updated to 88

3/7/2026, 1:45:00 PM

lead score change

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

CRM Engine

AI handled qualification flow

3/7/2026, 1:20:00 PM

ai conversation

Detected Long Hair FUI interest, updated lead score to 88, and captured high_intent, local_patient.

Cura AI

Moved to Booked

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

stage change

Preecha Boonterm is now classified as booked.

CRM Engine

Inbound inquiry received

1/24/2026, 11:00:00 AM

message received

สวัสดีครับ สนใจปลูกผมครับ เห็นรีวิวของคุณหมอแล้วดูดีมาก

Preecha Boonterm

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

ได้เลยค่ะ เดี๋ยวทีมประสานเวลาที่สะดวกและยืนยันอีกครั้งนะคะ

open

2 months ago

Outbound

No active workflow

Whatsapp channel

Inactive

Last outbound

Message sent 26 Jan 2026

ถ้ามีวันเสาร์จะสะดวกมากครับ

Next queued

No outbound queued

Bookings

Follow-up Appointment

Preecha Boonterm - Long Hair FUI

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

Tasks

No active tasks for this contact yet.