Pipeline

10 active leads

Demo mode
Sort each column by
Cold2
Yusuf Hidayat

B 4412 MNP

Google MapsRizky Ananda

Rp 650.000

8 days since last activity

Maya Kusuma

B 7781 QRS

Instagram OrganicBagus Prasetyo

Rp 650.000

17 days since last activity

Warm3
Ratna Dewi

B 2298 WXY

Meta AdsBagus Prasetyo

Rp 1.100.000

3 days since last activity

Siti Rahmawati

B 5678 BCD

Website FormDewi Larasati

Rp 780.000

3 days since last activity

Lestari Wibowo

B 9021 FGH

Website FormDewi Larasati

Rp 2.200.000

6 days since last activity

Hot2
Budi Santoso

B 1102 XYZ

Website FormRizky Ananda

Rp 850.000

2 days since last activity

Fajar Nugroho

B 6654 TUV

Meta AdsBagus Prasetyo

Rp 1.150.000

1 days since last activity

Deal2
Andi Setiawan

B 1234 ABC

Google AdsRizky Ananda

Rp 2.900.000

24 days since last activity

Rangga Pratama

B 3345 DEF

ReferralNadia Puspita

Rp 1.980.000

16 days since last activity

Lost1
Intan Permata

B 8890 JKL

Google AdsNadia Puspita

Rp 0

49 days since last activity

Automation rules

New paid lead routing

When
A new lead is created from a paid source
If
Source is Meta Ads or Google Ads
Then
Assign to the service advisor of the nearest branch and create a call-back action item due within 30 minutes
Active

Warm on second ad touch

When
An ad touch is matched to an existing lead
If
The lead already has at least one earlier ad touch with a different ad id
Then
Move the lead stage from cold to warm and notify the lead owner
Active

Hot on booking intent

When
An inbound message is received
If
The message requests a date, a slot or a price confirmation
Then
Move the lead stage to hot and open a booking draft for the advisor
Active

Service due reminder

When
A vehicle reaches its next service due date
If
No booking exists in the next 14 days for that vehicle
Then
Send a WhatsApp template reminder and create a follow-up action item for the branch
Active

No-show recovery

When
A booking is marked as no-show
If
The customer has no completed booking in the last 90 days
Then
Send a re-scheduling message after 24 hours and after 7 days, then move the lead to lost if there is no reply
Paused