Leads & CRM
Pipelines, forms, and automation in one place.
Create pipelines and stages, publish forms, manage leads in table or grid views, run tasks, and automate follow-ups over email, WhatsApp, and SMS — including sign-up and website lead capture.
∞
Custom pipelines
Forms
Build & publish
Auto
Email · WhatsApp · SMS
Tasks
Per rep
Lead generation
Pipelines, stages, and forms.
Lead generation covers all pipelines, pipeline stages, and forms — the same screens as /pipeline and /forms in the product.
- Create and copy pipelines
- Stage rules per pipeline
- Form save, publish, and copy
- Import/export lead templates
Lead management
All leads, tasks, and website capture.
Work deals from /all-leads, assign tasks from /tasks, and ingest website leads from /web-leads and sign-up flows.
- Table and grid lead views
- Lead info updates & Excel import
- My tasks & follow-ups
- Website & sign-up lead capture
Lead automation
Rules, activity, and channel automations.
Automation rules, activity logs, and dedicated email, WhatsApp, and SMS automation screens keep nurture on autopilot.
- Automation rules engine
- Activity log per rule
- Email automation campaigns
- WhatsApp & SMS automation
Run your business on one professional platform.
Website, leads, calls, social, team access, and finance — the same services inside B Soft, with in-app AI when you need guidance.