Lead
A new contact enters the CRM — from Miira’s handoff, a manual entry, or an import.
record → leadOne workspace, eight modules
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.
A client’s stage only ever moves through a legal transition — never a free-text field.
A new contact enters the CRM — from Miira’s handoff, a manual entry, or an import.
record → leadThe lead is worth pursuing. The badge changes; nothing else about the record is re-entered.
record → qualifiedThe relationship is active. Deals and activities stay attached.
record → clientThe relationship ended. The record isn’t deleted — it stays, with its history intact.
record → churnedThe 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 → reactivatedThe 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 → completedDeals are tracked separately from the client’s own lifecycle.
Notes, calls and tasks — logged against the client, not a chat history.
A spreadsheet full of leads doesn’t have to become a spreadsheet full of duplicates.
These aren’t features you have to turn on. They’re how the record works.
Closing a client or losing a deal is a soft delete, with a full audit trail — never a hard erase.
Other modules only see a client’s data through an explicit grant — never by default.
The CRM will flag a likely duplicate. It will never merge two records on its own.
The client Miira qualified and the client in this pipeline are the same row — never a copy.
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.
The CRM is live — but it isn’t finished. Here’s what it doesn’t do yet, on purpose or for now:
Open the workspace — the CRM is already running the leads Miira hands off, today.