Every conversation adds the contact to your CRM, with company, activities and one timeline per customer. Deals move through your pipeline, hot leads come first, and follow-up tasks and workflow rules trigger themselves.
Most teams keep customers in one tool and chase the follow-up in another. Lisra keeps the record and the next step together, filled in by the same agent that talks to your customers.
Names and details are saved from the conversation itself, so nobody has to type them in.
Workflow rules trigger on their own, and follow-up tasks keep every lead moving on time.
Contacts, deals, notes and tasks sit together, so the next step is always in view.
From the first message to the quotation, the customer record and the pipeline stay in step.
A clean record for each customer, with company, activities, notes and the lead source.
Deals move through the stages of your sales pipeline, so you always know where each one stands.
Hot leads come first, so the warmest conversations get the fastest follow-up.
Save a filter once and open the same list of contacts any time.
Prepare quotations for your deals without leaving the CRM.
See how your pipeline and deals are moving over time.
A single event sets off what should happen next. Your workflow rules decide the steps, and they run without anyone pressing a button.
Every part below is ready for your team to use.
Captured from every conversation, with company and activities.
Each customer's history in one place, in order.
Every contact shows where it came from.
Hot leads rise to the top of the list.
Saved filters for the contacts you check often.
Deals moving through your stages, plus quotations.
Next steps assigned so no lead is left waiting.
Rules that trigger themselves when something happens.
Context your whole team can read on the record.
Guided steps for bookings, orders and intake.
Events to Zapier, Make, n8n or your own server.
A clear view of how deals are moving.
See your contacts, pipeline and workflow rules working together in a short walkthrough.