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

Shohei Watanabe

Channels

First seen30 Jan 2026

Last activity26 days ago

Contact Information

First name

Shohei

Last name

Watanabe

Phone number

+81 5011916

shohei-watanabe@example.com

City

Tokyo

Country

Audience

Lists

Segments

AI Tags

medium_intentinternational_patientprice_sensitivereferral

Manual Tags

No manual tags yet.

Activity Timeline

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

AI added tag medium_intent

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

tag added

Confidence 68%.

Cura AI

AI handled qualification flow

3/10/2026, 1:20:00 PM

ai conversation

Detected Eyebrow Transplant interest, updated lead score to 51, and captured medium_intent, international_patient.

Cura AI

Lead score updated to 51

3/6/2026, 1:45:00 PM

lead score change

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

CRM Engine

Inbound inquiry received

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

message received

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

Shohei Watanabe

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

Instagram DM

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

open1 unread

2 months ago

Outbound

No active workflow

Instagram channel

Inactive

Last outbound

Message sent 4 Feb 2026

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

Next queued

No outbound queued

Tasks

No active tasks for this contact yet.