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Lead Pipeline

Track every lead.
Close every deal.

Leads captured in chat flow into your pipeline. Track progress, automate follow-up, trigger actions. See your full funnel: from first chat to closed deal. Nothing falls through the cracks.

Leads Dashboard 47 leads this month
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NameEmailChannelTimeStatus
Maria Rossi maria@shop.it Website 2 min ago
John Smith john@corp.com WhatsApp 15 min ago
Anna K. anna@agency.de Telegram 1 hour ago
Pedro M. pedro@store.es Voice 3 hours ago

Without AnyDialog

Leads come in from multiple sources but you have no visibility. No stages, no tracking, no automation.

With AnyDialog

Track every lead through custom stages. Import contacts, assign campaigns, automate actions at each step.

Real scenario

L

Example scenario

Industry: B2B SaaS, ~30 people

The challenge Luca, Sales Manager at a digital agency with 15 active clients, had leads scattered across spreadsheets with no pipeline visibility.

The result The team sets up the lead pipeline: new leads captured in chat flow into "New" status. After 24 hours with no response a reminder email is sent. If the lead responds, they move to "Interested". The sales team works from the pipeline dashboard, not email or spreadsheets. In scenarios like this the deal cycle shortens and the close rate grows.

How it works

From chat to close, fully automated.

01

Create a campaign with custom stages

Define the stages that match your sales process: New, Contacted, Qualified, Demo Scheduled, Closed. Name them however you want — no limits.

02

Import contacts or capture from conversations

Upload a CSV with guided field mapping, or connect your AI agent so every captured lead enters the campaign automatically.

03

Automate actions at each stage

When a lead reaches a stage, actions fire automatically: send an email sequence, call a webhook, notify your team, or create a demo environment.

Pipeline features

Pipeline dashboard

See all leads: status, source, assigned agent, next action, conversation summary.

Custom statuses

Create statuses for your process: New → Contacted → Qualified → Proposal → Closed.

Lead assignment

Auto-assign to sales reps based on round-robin, tags, or custom rules.

Automated follow-up

Rules trigger actions: send email, create task, update CRM, send SMS reminder.

Bulk actions

Update 50 leads at once: change status, assign, add tags, send email.

CRM sync

Sync with Salesforce, HubSpot, Pipedrive, or Zoho — leads updated in both systems.

This feature works on

Your pipeline aggregates leads from all channels — website, WhatsApp, Telegram, voice, API.

Website
Integrations

Every lead, tracked. Every stage, visible.

Build your pipeline in minutes. Automate your sales process.