Leads and Pipeline
A sales pipeline that fills itself
Every person who contacts you becomes a lead automatically. Chats, calls, forms, ads and orders all build one record per person, with no data entry.
AI keeps every lead up to date
Headline of what the person wants, plus a running summary that never overwrites earlier facts.
Priority: Hot, Warm or Cold. Recommendation: the suggested next step.
Custom fields pulled from the chat, such as move-in date, budget, guest count or preferred branch.
Category from your own list, and documents the customer shared.
One customer, every channel
The same person on WhatsApp, website chat, a phone call, a form or a Facebook lead ad updates one lead. Website visitors merge automatically once they share their number. People linking connects phone, email and app identities into one memory, with undo.
Work your pipeline
Stages New, Contacted, Qualified, Appointment, Won and Lost. Rename them to match your sales process.
List or board view with drag and drop. Filters, quick chips (hot, overdue, due today) and bulk actions for up to 200 leads.
Round-robin assignment, next actions with dates, notes and a full activity timeline.
Speed-to-lead: how quickly your team first replied.
Reminders and escalation by email if a lead is ignored.
Export to CSV and automatic sync to your CRM or ERP.
FAQ
Do I have to create leads manually?
No. Every contact becomes a lead automatically.
Can I use my own pipeline names?
Yes. Stages, categories and custom fields are yours to define.
See TickTack answer your own customers' questions.
Book a demo and we'll set up a test AI agent with your own menu, brochure or price list.