LeadHub — CRM platform for B2B sales

Companies are added to the CRM from the client's system, via API, by importing Excel and CSV files or manually. The platform automatically verifies and normalizes the data: it detects and merges duplicates and excludes outdated records, stating the reason. During import, AI helps determine the stage of work with the company. Each company is assigned a priority score on a scale from 0 to 100.

A separate sales pipeline is configured for each market segment, taking into account region, language, industry, communication channel and other parameters. Assignment rules automatically route new and existing companies to the relevant pipelines. The stages of each pipeline are mapped to the platform's common stages, which makes it possible to compare results.

Companies are displayed in a table with filtering, sorting and saved views, as well as on a board by sales stage. All stage transitions are recorded in the history. Before bulk actions, the platform shows a list of the planned changes. A completed action can be undone within 10 seconds.

The AI assistant generates personalized messages based on company data. If needed, an employee can request an alternative version prepared by a more powerful AI model. A message can be sent only after an employee has reviewed and approved it.

Every evening, the platform automatically builds the message queue for the next day based on company priorities and manager workload. Communication channels and times are set for each pipeline, taking into account business hours and public holidays in the company's region.

Together with the initial message, the employee approves one follow-up reminder. The platform controls contact frequency for each company and stops further messages once a refusal is received.

Incoming replies are automatically linked to company cards. AI classifies the content of each reply and drafts a response to the client.

Depending on the classification, the platform moves the company to the corresponding pipeline stage and cancels scheduled reminders. If the company opts out of further communication, it is excluded from subsequent messages. Employees log the results of phone calls and messenger conversations manually.

The company card brings together contact details, information about the responsible manager, planned actions and their deadlines, notes, correspondence and the full interaction history.

The “Today” section shows current tasks, message queues and overdue actions. Notifications about new replies and events are sent to employees in Telegram along with a brief AI-generated summary.

The platform calculates conversion rates between pipeline stages and identifies the stage where the most prospects are lost. Based on the analytics data, AI generates brief insights into the reasons for losses at pipeline stages and the performance of individual segments and communication channels.

Analytics makes it possible to evaluate results by segment, acquisition source, communication channel and manager, including customer acquisition cost. AI usage costs are kept within a set monthly budget. Based on the settings of the selected pipeline, the platform automatically generates a sales process diagram.

Access to the CRM is restricted by an IP allowlist and protected by two-factor authentication. The role-based access model divides employee permissions into three levels: administrator, operator and view-only.

Access keys for external services, including AI models and Telegram, are stored encrypted in the database. Database backups are created daily and verified. All parameters are configured through the platform interface.