// crm — leads, clients and deals

live

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

A 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.

the lifecycle

Governed, not typed by hand.

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

01

Lead

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

record → lead
02

Qualified

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

record → qualified
03

Client

The relationship is active. Deals and activities stay attached.

record → client
04

Churned

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

record → churned

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.

crm.app
Clientsdemo
AllActive bookUnassigned leads
Ana Lucía Rodríguez Client since 12/03/2026
Client
Grupo Dutary Client since 28/01/2026
Client
Marcela Ponce Qualified · 2 deals
Qualified
Tienda Bocas Lead · web form
Lead

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.

Open workspace →