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crm — leads, clients and deals

One place for leads, clients and deals — not a spreadsheet.

liveA lead Miira qualifies over WhatsApp lands here as a client, with its activity history in one record. Deals move through a pipeline, follow-ups get a due date, and nothing gets typed twice.It’s the same CRM running Vorluno’s own sales pipeline, today — not a demo tenant.

A client record with its activity in one place: qualified by Miira, a deal opened and a follow-up with a due date.

the lifecycle

Governed, not typed by hand.

A client’s stage only ever moves through a legal transition — never a free-text field.

  1. Lead

    A new contact enters the CRM — from Miira’s handoff, a manual entry, or an import.

    record → lead
  2. Qualified

    The lead is worth pursuing. The badge changes; nothing else about the record is re-entered.

    record → qualified
  3. Client

    The relationship is active. Deals and activities stay attached.

    record → client
  4. Churned

    The relationship ended. The record isn’t deleted — it stays, with its history intact.

    record → churned
  5. Reactivated

    The relationship came back. `churned` isn’t a dead end — a client can return, and the record they return to is the same one, with its whole history.

    record → reactivated
  6. Completed

    The process closed — not the relationship. It’s reachable from any live stage, because closing happens per conversation, and the only way out is to reopen it.

    record → completed
the pipeline

A board for the deals themselves.

Deals are tracked separately from the client’s own lifecycle.

  • Every deal carries an amount, a currency and an expected close date
  • Won and lost are terminal stages — losing a deal asks for a reason, so the pattern isn’t lost with it
  • A deal’s stage is tracked independently from the client’s lead/qualified/client/churned lifecycle
follow-ups

A task that quietly disappears is a lost deal.

Notes, calls and tasks — logged against the client, not a chat history.

  • Notes and call logs attach to the client record — not to whoever remembers to write them down
  • Tasks carry a due date, so a follow-up has a deadline instead of just a good intention
import

Bring your list in — honestly.

A spreadsheet full of leads doesn’t have to become a spreadsheet full of duplicates.

  • Import leads and clients straight from CSV or Excel
  • Possible duplicates are suggested, never merged automatically — a human confirms the merge
  • Imported contacts default to no marketing consent — you decide who gets opted in, not the importer
platform guarantees

Trust, built into the record — not promised in a doc.

These aren’t features you have to turn on. They’re how the record works.

  • Nothing is deleted

    Closing a client or losing a deal is a soft delete, with a full audit trail — never a hard erase.

  • Permission, not default access

    Other modules only see a client’s data through an explicit grant — never by default.

  • Duplicates need a human

    The CRM will flag a likely duplicate. It will never merge two records on its own.

  • One record, every module

    The client Miira qualified and the client in this pipeline are the same row — never a copy.

see it live

This is the real client list — not a mockup.

Sample data, marked demo. Same views, same status chips as inside the workspace.

The client list with three saved views and four example clients, each with its status.

What it does NOT do yet

The CRM is live — but it isn’t finished. Here’s what it doesn’t do yet, on purpose or for now:

  • A full 360° client view. Dynamic fields and a cross-module timeline are designed, not the current UI — coming with a later wave.
  • Custom pipeline stages or drag-and-drop on the kanban. Deals move through stages today; making the stages themselves editable is next.
  • AI scoring inside the CRM. Miira already scores leads on WhatsApp — the CRM doesn’t add a score of its own, on purpose, until the dogfood asks for it.
  • Email marketing or automated sequences. Not a goal for this module.
  • Customer logos, conversion numbers or ROI. We don’t have any yet — the dogfood above is the only proof we show.
  • Guarantees on uptime, support hours, or how long any AI provider retains data beyond what’s stated in our Privacy Policy.
get started

Turn on what’s already live.

Open the workspace — the CRM is already running the leads Miira hands off, today.