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Management apps

Lead Management AI

A simple CRM that never forgets to call back.

Type
Business app + sales automation
For
Tradespeople, web agencies, consultants, cleaning companies, small B2B firms
Status
Demo · sample data
Demo
Interactive
Try the demo
sevania-web.com/demos-ia/lead-management
01The problem

Small businesses lose clients because they forget to call back or lose track of where each enquiry stands. The information sits in emails, texts and the owner's head.

02The solution
  • Lead table
  • Sales pipeline
  • Detailed client record
  • Conversation history
  • Automatic reminders
  • Conversion dashboard
The AI part

Enquiry classification, conversation summaries and next-action suggestions.

03The demo

Try it here: everything is clickable.

Sample data, simulated AI answers. Follow the demo walkthrough in the left bar, and open “Automations” to watch the n8n workflows fire.

Open full screen
sevania-web.com/demos-ia/lead-management
Try the demo

On a phone, open the demo full screen to try it.

04The architecture

How the interface, the data, the AI and the automations work together.

Web appPipeline, records, reminders
DatabaseLeads, conversations, stages
AIClassification, summary, next action
n8nRecord creation, reminders, follow-ups

n8nThe n8n workflow

  1. Form submitted
  2. AI: classify the enquiry
  3. Create the record
  4. Notify the manager
05The expected benefit

The gains expected if the system is put in place. These are goals, not measured results.

01

No one is forgotten

Every enquiry has a reminder and a due date.

02

Faster replies

Hot leads rise to the top.

03

A clear view

You know where each deal stands and what it's worth.

Demo screens

Next project Invoice Processing AI OCR + AI + automation

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