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Sunbot Labs project · CRM workflow

LeadLoop CRM Automation

LeadLoop brings enquiries, lead ownership, pipeline stages, follow-up activity, and automation planning into one responsive CRM workspace for service teams.

Product overview

LeadLoop CRM Automation demo

A walkthrough of the LeadLoop CRM workspace, including dashboard visibility, pipeline stages, lead details, follow-up work, and automation planning.

A clearer follow-up workflow

New enquiries can arrive through forms, referrals, phone calls, and messages, while ownership and follow-up often end up spread across separate tools. LeadLoop organizes that work around a shared pipeline so the team can see what happened, who owns the opportunity, and what should happen next.

What LeadLoop brings together

The product experience connects a CRM dashboard, visual pipeline, detailed lead workspaces, follow-up queues, automation rules, communication sequence previews, analytics, and responsive mobile views.

Lead management from enquiry to next action

  • Organize opportunities across a visual sales pipeline
  • Filter leads by owner, source, priority, stage, and follow-up timing
  • Review contact information, activity history, ownership, opportunity status, and next actions from one lead workspace
  • Move opportunities through the pipeline and manage follow-up tasks directly from the CRM workflow
  • Plan reminder and communication workflows through a visual automation builder
  • Review pipeline activity and priority work across desktop and mobile layouts

Inside the application

Inside the LeadLoop workspace

Start with pipeline-level visibility, then move into individual lead context, follow-up planning, and automation rules across desktop and mobile views.

CRM Dashboard Overview

The dashboard brings pipeline indicators, recent activity, and priority follow-ups into one operational view so the team can start with the work that needs attention.

  • Summarizes new enquiries, follow-ups due, response timing, and pipeline movement
  • Keeps recent activity and priority follow-up work visible beside the overview

Visual Lead Pipeline

The visual pipeline gives the team a clear view of each opportunity from first enquiry through contact, qualification, proposal, and final outcome.

  • Organizes lead cards by stage while keeping owner, source, priority, and follow-up timing visible
  • Supports filtering and stage changes so staff can focus on the opportunities that need action next

Lead Detail and Activity

Each lead has a dedicated workspace combining contact information, opportunity context, ownership, activity history, and the next follow-up action.

  • Shows lead source, service interest, stage, assigned owner, contact details, and conversation history
  • Keeps qualification, callback, follow-up, proposal, won, and lost actions close to the supporting context

Follow-Up Queue

The follow-up queue organizes callbacks, reminders, and waiting-response tasks by timing, priority, owner, and communication channel.

  • Filters follow-up tasks by timing, priority, owner, and communication channel
  • Keeps the next action visible so leads are less likely to go cold

Automation Rules

The automation workspace maps each trigger, condition, owner assignment, reminder, and communication step in a readable sequence.

  • Shows when reminder and follow-up sequences would be triggered
  • Lets staff review rule states and planned follow-up actions before live communication channels are enabled

Mobile Lead Management

The responsive mobile view keeps priority leads, follow-ups, and recent activity accessible when staff are away from their desks.

  • Surfaces urgent follow-ups, priority leads, and recent activity on smaller screens
  • Keeps core lead-management actions accessible away from the desktop dashboard

Related tutorials

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Map events, actions, and owners before automationDesign the lead-qualification path before CRM intake

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