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

Brandon Lee

Channels

First seen11 Feb 2026

Last activity24 days ago

Contact Information

First name

Brandon

Last name

Lee

Phone number

+1 5015888

brandon-lee@example.com

City

Los Angeles

Country

Audience

Lists

Not in any saved list yet.

Segments

AI Tags

high_intentinternational_patientprice_sensitivesatisfaction_high

Manual Tags

testimonial-ready

Activity Timeline

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

Lead score updated to 81

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

lead score change

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

CRM Engine

AI handled qualification flow

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

ai conversation

Detected Nanofat Treatment interest, updated lead score to 81, and captured high_intent, international_patient.

Cura AI

AI added tag high_intent

3/7/2026, 1:31:00 PM

tag added

Confidence 80%.

Cura AI

Moved to Completed

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

stage change

Brandon Lee is now classified as completed.

CRM Engine

Inbound inquiry received

2/14/2026, 11:00:00 AM

message received

Hi, I'm traveling from US and wanted to ask about Nanofat Treatment in Bangkok.

Brandon Lee

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

1 month ago

Outbound

No active workflow

Facebook channel

Inactive

Last outbound

Message sent 16 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.