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.
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.
assignment modes: manual, round-robin, by channel, and by a manager's current load
is how often reminders are checked and sent to the manager
kinds of action are recorded in the lead log — from assignment to closure
calls, messages and manual notes on one customer history
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.
If the same number has been in before, the new record is linked to the old one. The manager sees every previous enquiry.
Leads are categorised and prioritised by your rules — the best ones sit at the top of the list.
Round-robin, by channel or by a manager's current load — whichever mode you pick, the split is fair.
You create the stages yourself: New lead, In conversation, Proposal, Won, Lost — with their colour and their order.
An Instagram message, a phone call, a manager's note — all on one timeline, each with its date.
Most of the steps below happen without anyone stepping in.
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.
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.
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”.
In the demo we show, live, how one conversation becomes a lead.