Features / Leads & Pipeline

Every enquiry saved, with a clear next step

Enquiries arrive from ads, your website, referrals and direct WhatsApp messages. When they live in different phones and notebooks, some slip through and nobody can say where your customers really come from.

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Leads & Pipeline, from your Dub Ai team on WhatsApp.

Leads & Pipeline

Dub Ai saves each new contact as a lead as the conversation comes in, keyed by phone number so the same person is not saved twice. Every lead carries its source, a status and a short brief the assistant writes from the chat, so your team has the context before they reply and a clear view of who to call next.

What you get

  • Leads saved from WhatsApp chats and website forms, matched by phone number
  • Source labels, statuses, a pipeline and deals
  • Assignment to team members by category
  • A short brief per lead written from the conversation
  • Notes and reminders on every contact
  • Import from CSV or Excel and export the full list whenever you need it
Step by step

How it works

Step 1

Chats and forms become leads

A new WhatsApp chat or website form is saved as a lead with its source labelled, and the assistant adds a short brief from the conversation.

Step 2

Your team works the pipeline

Leads move through statuses, get assigned to the right person by category and carry notes and reminders, so nothing waits without an owner.

Step 3

You ask, the admin assistant answers

Message questions such as how many leads arrived this week or which leads still need a follow-up, and get a short answer on WhatsApp.

Made for

Who it is for

Businesses that get enquiries from more than one place and want to know which ones turn into customers.

  • Clinics and medical centres handling appointment enquiries
  • Real estate agencies with several advisers
  • Online shops and home businesses selling on WhatsApp
  • Consultants, agencies and training providers
  • Salons, spas and fitness studios
Questions

FAQ

Do I need to type leads in by hand?

No. New WhatsApp chats and website forms are saved as leads with their source, and you can import your existing contacts from a spreadsheet.

Who decides what happens with a lead?

Your team does. The assistant saves the lead and writes a brief, and your people assign it, follow up and mark it as a customer once they buy.

Is my customer list mine?

Yes. You can export the full list as a spreadsheet whenever you need it, and the Dub Ai team walks you through who on your team can see what.

What if the same customer messages twice?

Leads are keyed by phone number, so a returning person is matched to the same record instead of being saved again.

Let’s talk

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See your own enquiries saved, labelled and ready for your team.

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WhatsApp +971 56 552 6662 · Dubai, UAE

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