🧲Leads & CRM
Capture leads from forms, popups and your other apps into pipelines — then qualify, assign and close them with a Cortex AI co-pilot.
About this app
A lightweight CRM built for merchants. Create multiple lead Pipelines, each with its own capture form (hosted page, embeddable widget, or exit-intent/timed popup) and a customizable stage flow (New → Contacted → Qualified → Proposal → Won/Lost). Leads land in a unified inbox and a drag-and-drop Kanban board from every source: the built-in capture form, manual entry, CSV import, and auto-ingest from your Form Builder submissions, Survey lead forms, HelpDesk tickets and Booking enquiries. Cortex AI scores each lead hot/warm/cold, drafts follow-up replies, flags duplicates, and surfaces pipeline insights — with a confirm-gated chat co-pilot to move stages, assign owners and mark deals won/lost.
Ready to add Leads & CRM to your store?
Install from the Apps Store in your ExecCortex dashboard and configure it in minutes.
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