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

Naoki Ito

Channels

First seen29 Jan 2026

Last activity25 days ago

Contact Information

First name

Naoki

Last name

Ito

Phone number

+81 5011585

naoki-ito@example.com

City

Tokyo

Country

Audience

Lists

Segments

AI Tags

low_intentinternational_patient

Manual Tags

vip_watchbefore_after_sent

Activity Timeline

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

Lead score updated to 24

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

lead score change

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

CRM Engine

AI added tag low_intent

3/2/2026, 1:31:00 PM

tag added

Confidence 67%.

Cura AI

AI handled qualification flow

2/27/2026, 1:20:00 PM

ai conversation

Detected FUE Hair Transplant interest, updated lead score to 24, and captured low_intent, international_patient.

Cura AI

Inbound inquiry received

2/1/2026, 11:00:00 AM

message received

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

Naoki Ito

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?

open2 unread

2 months ago

Outbound

No active workflow

Whatsapp channel

Inactive

Last outbound

Message sent 3 Feb 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.