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CRM and leads

Leads aren't missing they're being lost

The customer leaves a number, the conversation moves on, and everything stays buried in a thread. Vexvon catches that moment: it creates the lead, sums up who wants what in one sentence, and puts it on your manager's phone.

Not a single number is forgotten

4

assignment modes: manual, round-robin, by channel, and by a manager's current load

1 min

is how often reminders are checked and sent to the manager

10

kinds of action are recorded in the lead log — from assignment to closure

Every channel

calls, messages and manual notes on one customer history

What it does

A lead's whole life in one place

Automatic lead creation

The moment a number appears on any channel, a lead is created. It does not matter how the number was written — the system finds it.

Duplicate detection

If the same number has been in before, the new record is linked to the old one. The manager sees every previous enquiry.

Priority and category

Leads are categorised and prioritised by your rules — the best ones sit at the top of the list.

Automatic assignment

Round-robin, by channel or by a manager's current load — whichever mode you pick, the split is fair.

Your own pipeline

You create the stages yourself: New lead, In conversation, Proposal, Won, Lost — with their colour and their order.

One customer history

An Instagram message, a phone call, a manager's note — all on one timeline, each with its date.

The lead's journey

From a number to a closed deal

Most of the steps below happen without anyone stepping in.

  1. 01The number is recognisedA number appears in a message or on a call; your own company numbers are kept out of it.
  2. 02Intent is checkedIf you want, AI adds a filter: is this genuine buying interest? A fake lead never reaches the pipeline.
  3. 03The lead is createdWith the name, number, channel, the fields taken from the conversation and a one-sentence summary.
  4. 04It reaches a managerAssigned by the mode you chose; a Telegram alert goes out and one button claims the lead.
  5. 05It gets workedCall outcome, stage, notes and reminders — every action is written to the log.
  6. 06It closesThe result and the reason for closing are recorded: price, not ready, competitor, other.
The mechanics

Three things that make this CRM different

Nobody creates a lead by hand

No manager has to read the thread and copy the number out. The moment a number is found, the record is created, the conversation is summarised, and the customer is tagged automatically as “left a number” — so they can be filtered out in one click.

  • Fake leads are filteredNumbers with no buying intent never clog the pipeline
  • Straight to the threadYou jump from the lead card to the original conversation

A manager's desk is their phone

The sales team does not go back to a computer to open the CRM. The lead alert arrives in Telegram, the manager claims it with the “Start” button, picks “Spoke / No answer / Later” after the call, changes the stage and sets a reminder. All of it is written to the CRM in the panel that same second.

  • Reminders don't forgetA lead that comes due tells the manager itself
  • Reports for managementDaily and weekly results reach the group automatically

The customer explains once, and you know everything

Someone who wrote on Instagram in February, called in March and came back on WhatsApp in June is not three records — they are one customer. Every touch is visible on a single history, with its source and its date. The manager can open with “you've been in touch with us before”.

  • Your own fieldsExtra fields and tags can be attached to any customer
  • Import by CSVYour existing base is loaded in bulk and checked for duplicates
CRM and leads

Let's look together at where your leads are going

In the demo we show, live, how one conversation becomes a lead.

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