Feature

Lead CRM

ActualSales.AI includes a built-in CRM that captures every lead generated by the platform's AI campaigns. When AI voice agents make calls, receive inbound calls, handle WhatsApp conversations, or send SMS, all resulting lead data flows into this CRM automatically. It is not a third-party integration -- it is native to the platform, built to handle the specific data types that AI-powered campaigns produce: call recordings, transcripts, AI summaries, extracted qualification data, and multi-channel interaction histories.

This page covers the CRM's structure, data model, filtering capabilities, deal management, and external integration options.

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Per-Brand Lead Views

Leads are organized by brand. Each brand you analyze and run campaigns for has its own lead view. This separation is important for agencies managing multiple client brands or enterprises with multiple product lines -- leads from one brand do not appear in another brand's view.

Within each brand view, you see all leads generated by that brand's campaigns across all channels. A single lead record may include interactions from multiple channels:

All of these appear on one lead record, in chronological order, giving you the full picture of how the lead was engaged.

What Data Is Stored Per Lead

Each lead record contains:

Status Tracking

Leads progress through statuses that reflect their position in the sales process:

Status transitions happen automatically based on AI agent interactions. When the agent completes a qualification step and the lead meets the criteria, the status updates to "Qualified" without manual input. You can also change statuses manually.

Filtering and Search

The CRM provides filtering across all stored data fields:

These filters make it practical to work with large lead volumes. An agency running campaigns for a brand generating hundreds of leads per day needs to quickly find qualified leads, review specific calls, or identify patterns in objections.

Deal Management

Beyond individual lead tracking, the CRM includes deal management for organizing leads into revenue-generating opportunities:

Deal management is particularly relevant for B2B campaigns or high-value lead operations where individual leads represent significant revenue.

Export

Lead data can be exported from the CRM for use in external systems or reporting:

Exports respect the current filter state -- if you have filtered to only qualified leads from the past week, the export includes only those leads.

External CRM Integration via Webservice

For organizations that use Salesforce, HubSpot, or other CRM systems as their primary sales platform, ActualSales.AI provides webservice integration. This sends lead data to your external CRM automatically when leads reach a configured status or funnel stage.

The webservice sends structured data including:

This allows the AI contact center and ActualSales.AI CRM to serve as the lead generation and qualification layer, while your existing CRM handles the sales pipeline. Leads arrive in your system pre-qualified with full conversation context.

Relationship to Other Features

The CRM is not a standalone feature -- it is the data layer that ties the platform together:

Every channel feeds into the same lead record, giving you a single source of truth for each contact.

Good to know

Frequently Asked Questions

Yes. You can export filtered lead lists as CSV or Excel files, with control over which fields are included. Call recordings and transcripts can also be exported. Exports reflect your current filter state.

Yes. Webservice integration sends qualified leads to external CRMs automatically when they reach a configured status or funnel stage. The data includes contact information, qualification answers, call summaries, and lead status.

Contact information, call recordings, full transcripts, AI-generated call summaries, extracted qualification data (budget, timeline, needs), WhatsApp and SMS conversation logs, lead status, funnel position, and timestamps for all interactions.

Yes. Each brand has its own lead view. Leads from one brand's campaigns do not appear in another brand's view, which is important for agencies managing multiple client brands.

Yes. Every voice call is recorded and transcribed automatically. Recordings are playable directly in the CRM, transcripts are searchable, and AI-generated summaries let you review leads quickly without listening to full calls.

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