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

Koji Tanaka

Channels

First seen27 Jan 2026

Last activity1 month ago

Contact Information

First name

Koji

Last name

Tanaka

Phone number

+81 5010923

koji-tanaka@example.com

City

Tokyo

Country

Audience

Lists

Segments

No active segments matched.

AI Tags

low_intentinternational_patientslow_responder

Manual Tags

No manual tags yet.

Activity Timeline

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

Lead score updated to 35

3/9/2026, 1:45:00 PM

lead score change

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

CRM Engine

Moved to Lost

3/7/2026, 2:05:00 PM

stage change

Koji Tanaka is now classified as lost.

CRM Engine

AI added tag low_intent

3/4/2026, 1:31:00 PM

tag added

Confidence 65%.

Cura AI

AI handled qualification flow

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

ai conversation

Detected FUE Hair Transplant interest, updated lead score to 35, and captured low_intent, international_patient.

Cura AI

Inbound inquiry received

1/30/2026, 11:00:00 AM

message received

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

Koji Tanaka

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

Facebook Messenger

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

resolved

2 months ago

Outbound

Lost Lead Reactivation

Facebook channel

Queued

Last outbound

Message sent 1 Feb 2026

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

Next queued

Soft reactivation message queued for tomorrow at 10:00

Tasks

No active tasks for this contact yet.