Use case · Workflow 4 of 6
Lead Management
A CRM that fills itself from your conversations.
The problem today
Leads live in Excel sheets, notebooks, and memory. Duplicates everywhere, no idea which leads are fresh, which are dead, or which campaign they came from.
What you get
Every lead has an ID, status, priority, source, and owner
AI-captured leads marked so you know where they came from
Filter, search, export — one source of truth
How to set it up on BodhX
Three steps. Each one names the place in BodhX where it happens.
1
Leads flow in automatically
AI conversations create leads with interest and priority — each gets a unique Lead ID.
2
Shape it to your business
Custom fields, your own pipeline statuses, and tags — the CRM adapts, not you.
3
Keep it clean
Duplicate detection, bulk actions, CSV import/export, and per-salesperson filters.
AI handles
Capture & Lead IDs
Source tracking
Status sync from chats
Your team keeps
Pipeline decisions
Which leads to prioritise
Set this up in under 15 minutes
Start free, forever: every feature except AI images, 120 credits a month, no credit card. See pricing