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

Michael Ross

Channels

First seen12 Feb 2026

Last activity2 months ago

Contact Information

First name

Michael

Last name

Ross

Phone number

+1 5016219

michael-ross@example.com

City

Los Angeles

Country

Audience

Lists

Not in any saved list yet.

Segments

AI Tags

medium_intentinternational_patientghost_risk

Manual Tags

vip_watch

Activity Timeline

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

Lead score updated to 58

3/9/2026, 1:45:00 PM

lead score change

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

CRM Engine

AI handled dormant lead reactivation

3/9/2026, 1:20:00 PM

ai conversation

Detected FUE Hair Transplant interest, updated lead score to 58, and captured medium_intent, international_patient.

Cura AI

AI added tag medium_intent

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

tag added

Confidence 81%.

Cura AI

Moved to Dormant

3/1/2026, 2:05:00 PM

stage change

Michael Ross is now classified as dormant.

CRM Engine

Inbound inquiry received

2/15/2026, 11:00:00 AM

message received

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

Michael Ross

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

LINE OA

Just checking in in case timing is better now. I can resend the before-and-after examples if helpful.

snoozed

1 month ago

Outbound

Lost Lead Reactivation

LINE channel

Queued

Last outbound

Message sent 17 Feb 2026

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

Next queued

Soft reactivation message queued for tomorrow at 10:00

Tasks

No active tasks for this contact yet.