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Sales
Sales & customers. Every lead, every deal, one board.
Leads from WhatsApp, your website and your store land in one pipeline. Follow-ups go out on time, xLog tells you who to call first, and Find Leads brings in new customers by area and type.
A typical day
What a day looks like with sales & customers.
Your pipeline, on autopilot.
Step 1 A lead comes in from your website form
Step 2 xLog scores it hot · asked for a demo
Step 3 Follow-up goes out drafted in your tone
Step 4 Demo booked Thursday, 11:00 AM
Deal won · ₹4,20,000 handled by LogAI
What you get
Built for how you actually work.
01 One pipeline board
Drag deals between stages you name yourself. Every lead carries its chats, calls, notes and invoices, so nobody asks “where did this come from?”
- Stages you define
- Drag-and-drop board
- Full history on every lead
- Owner and due date on each deal
02 Follow-ups that happen
Set a follow-up once and LogAI reminds you, drafts the message and sends it over WhatsApp or email when you approve.
- Reminders that nudge you
- WhatsApp and email follow-ups
- Drafted in your tone
- Replies land back on the lead
03 Find Leads
Search businesses by type and area. LogAI checks each website for a phone number, email, WhatsApp and signals like online ordering, then skips anything already in your CRM.
- Search by type and area
- Phone, email and WhatsApp found
- Duplicates skipped
- 3 credits a search, 5 an import
04 Customers and segments
Won leads become customers with their orders, invoices and payments attached. Group them into segments for offers and reminders.
- Customer pages with history
- Segments by any field
- Balance due at a glance
- Export to a spreadsheet
05 Deals and forecasting
See what is likely to close this month, what has gone quiet, and how each person on the team is doing.
- Pipeline value by stage
- Deals going quiet flagged
- Team leaderboard
- Lead source and conversion reports
06 Forms and website leads
Put a LogAI form on your site or share it as a link. Submissions become leads instantly, with the right owner and a first reply ready.
- Embeddable forms
- Shareable form links
- Auto-assignment rules
- Spam kept out
With xLog
What the assistant does here.
Every suggestion uses your own data, so it fits the way this part of your business already runs. You approve what matters.
- Scores every new lead so you know who to call first
- Drafts the follow-up message in the tone you already use with customers
- Summarises a long conversation before you pick up the phone
- Flags deals that have gone quiet and suggests the next step
- Finds new businesses in an area and checks their websites for contact details
Who uses it
Businesses that run on sales & customers.
Shops & boutiques Clinics & salons Agencies & consultants D2C brands Real estate Education & coaching Wholesalers Service businesses
Questions
Common questions about sales & customers.
Short answers. The full guides are in the docs.
Can I bring my existing leads in?
Yes. Leads come in from a spreadsheet, a website form, WhatsApp or Find Leads. Duplicates are flagged so you do not end up with the same customer twice.
How does Find Leads work, and what does it cost?
You search for a type of business in an area. LogAI checks each result’s website for phone, email, WhatsApp and signals such as online ordering, and skips businesses already in your CRM. A search costs 3 AI credits and each imported lead 5, with duplicates refunded.
Do WhatsApp chats connect to the pipeline?
Yes. A WhatsApp conversation can be linked to a lead or customer, follow-up tasks are created from it, and the whole chat stays on the lead’s page.
Is Sales included on every plan?
Yes. Pro includes 1,000 contacts across 2 pipelines; Pro Plus includes 5,000 contacts across 5 pipelines; Enterprise is unlimited. Every other module is included too.
Keep going
Related pages.
WhatsApp & inbox Every chat, linked to its lead Orders & invoices From deal to paid invoice LogAI for sales teams How a team runs on it Docs Step-by-step guides
Try sales & customers free, with every other module included.
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Sales & customers is included on Pro, Pro Plus and Enterprise.