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

Takeshi Yamamoto

Channels

First seen24 Jan 2026

Last activity20 days ago

Contact Information

First name

Takeshi

Last name

Yamamoto

Phone number

+81 5009930

takeshi-yamamoto@example.com

City

Tokyo

Country

Audience

Lists

Segments

AI Tags

high_intentinternational_patientafraid_of_painphoto_overdue

Manual Tags

before_after_sent

Activity Timeline

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

Moved to Post Treatment

3/10/2026, 2:05:00 PM

stage change

Takeshi Yamamoto is now classified as post treatment.

CRM Engine

AI added tag high_intent

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

tag added

Confidence 62%.

Cura AI

Follow-up Appointment

3/5/2026, 2:00:00 PM

booking created

Takeshi Yamamoto - FUE Hair Transplant

Bookings

Lead score updated to 80

3/4/2026, 1:45:00 PM

lead score change

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

CRM Engine

AI handled qualification flow

3/4/2026, 1:20:00 PM

ai conversation

Detected FUE Hair Transplant interest, updated lead score to 80, and captured high_intent, international_patient.

Cura AI

Escalation - Takeshi Yamamoto

2/21/2026, 11:15:00 AM

task created

Sensitive tone or dissatisfaction detected; a human should take over.

Cura AI

Inbound inquiry received

1/27/2026, 11:00:00 AM

message received

Hi, I'm traveling from JP and wanted to ask about FUE Hair Transplant in Bangkok.

Takeshi Yamamoto

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

LINE OA

How is your healing going this week? If you can send updated photos, Dr. Top can review progress.

open

2 months ago

Outbound

Aftercare Follow-up

LINE channel

Queued

Last outbound

Message sent 29 Jan 2026

Absolutely. I will share a few recent FUE cases and note what the doctor recommended for each pattern.

Next queued

Aftercare check-in queued for the next milestone

Bookings

Follow-up Appointment

Takeshi Yamamoto - FUE Hair Transplant

3/5/2026, 2:00:00 PM

Tasks

Escalation - Takeshi Yamamoto

Takeshi Yamamoto requires escalation based on the most recent CRM signal.

escalationhigh priority

in progressDue 9 Mar 2026