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

Lukas Meier

Channels

First seen3 Feb 2026

Last activity20 days ago

Contact Information

First name

Lukas

Last name

Meier

Phone number

+1 5013240

lukas-meier@example.com

City

Melbourne

Country

Audience

Lists

Segments

AI Tags

medium_intentinternational_patientprice_sensitive

Manual Tags

before_after_sent

Activity Timeline

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

Lead score updated to 66

3/10/2026, 1:45:00 PM

lead score change

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

CRM Engine

Free Consultation with Dr. Top

3/8/2026, 12:00:00 PM

booking created

Lukas Meier - FUE Hair Transplant

Bookings

AI added tag medium_intent

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

tag added

Confidence 72%.

Cura AI

AI handled qualification flow

3/6/2026, 1:20:00 PM

ai conversation

Detected FUE Hair Transplant interest, updated lead score to 66, and captured medium_intent, international_patient.

Cura AI

Inbound inquiry received

2/6/2026, 11:00:00 AM

message received

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

Lukas Meier

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?

open

2 months ago

Outbound

Consult Reminder

Instagram channel

Queued

Last outbound

Message sent 8 Feb 2026

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

Next queued

Consult reminder scheduled 24 hours before the appointment

Bookings

Free Consultation with Dr. Top

Lukas Meier - FUE Hair Transplant

3/8/2026, 12:00:00 PM

Tasks

No active tasks for this contact yet.