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

Faisal Rahman

Channels

First seen6 Feb 2026

Last activity23 days ago

Contact Information

First name

Faisal

Last name

Rahman

Phone number

+971 5014233

faisal-rahman@example.com

City

Dubai

Country

Audience

Lists

Not in any saved list yet.

Segments

AI Tags

high_intentinternational_patientready_to_book

Manual Tags

No manual tags yet.

Activity Timeline

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

Follow-up Appointment

3/11/2026, 3:00:00 PM

booking created

Faisal Rahman - Beard Transplant

Bookings

Moved to Deposit Pending

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

stage change

Faisal Rahman is now classified as deposit pending.

CRM Engine

Lead score updated to 80

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 high_intent

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

tag added

Confidence 75%.

Cura AI

AI handled qualification flow

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

ai conversation

Detected Beard Transplant interest, updated lead score to 80, and captured high_intent, international_patient.

Cura AI

Deal created - Beard Transplant - Faisal Rahman

2/9/2026, 12:00:00 PM

deal created

Deposit Pending at 70,665 THB.

พนิดา ปรีชาบูรณะ

Inbound inquiry received

2/9/2026, 11:00:00 AM

message received

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

Faisal Rahman

Deal

Beard Transplant - Faisal Rahman

Owner

Amount70,665 THB

Created at9 Feb 2026

Days in stage37

Close dateNot closed

Source

Referral

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?

open

2 months ago

Outbound

Deposit Follow-up

Whatsapp channel

Queued

Last outbound

Message sent 11 Feb 2026

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

Next queued

Deposit reminder queued for tomorrow morning

Bookings

Follow-up Appointment

Faisal Rahman - Beard Transplant

3/11/2026, 3:00:00 PM

Tasks

No active tasks for this contact yet.