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

Riku Sato

Channels

First seen25 Jan 2026

Last activity1 month ago

Contact Information

First name

Riku

Last name

Sato

Phone number

+81 5010261

riku-sato@example.com

City

Tokyo

Country

Audience

Lists

Segments

AI Tags

high_intentinternational_patientsatisfaction_high

Manual Tags

testimonial-ready

Activity Timeline

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

Moved to Completed

3/9/2026, 2:05:00 PM

stage change

Riku Sato is now classified as completed.

CRM Engine

AI added tag high_intent

3/6/2026, 1:31:00 PM

tag added

Confidence 63%.

Cura AI

Lead score updated to 88

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

lead score change

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

CRM Engine

AI handled qualification flow

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

ai conversation

Detected Beard Transplant interest, updated lead score to 88, and captured high_intent, international_patient.

Cura AI

Inbound inquiry received

1/28/2026, 11:00:00 AM

message received

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

Riku Sato

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

Would you like me to arrange a free consultation or send comparable case results first?

resolved

2 months ago

Outbound

No active workflow

Whatsapp channel

Inactive

Last outbound

Message sent 30 Jan 2026

We have openings on Thursday afternoon and Saturday morning Bangkok time. Which is easier for you?

Next queued

No outbound queued

Tasks

No active tasks for this contact yet.