Product guides
CRM and contacts
Leads, contacts, appointments, and the timeline that ties them together.
Nuteq turns calls and messages into CRM records automatically. Leads and contacts share a single timeline so you can see every touch in one place.
Leads
A lead is created when the agent captures a contact who is not yet in your book. Leads can be qualified, converted to contacts, or marked as not interested.
Contacts
Contacts are your long-term relationships. Each contact keeps a timeline of conversations, notes, and appointments.
Appointments
The agent books appointments directly into your shared calendar. Confirmation and reminder messages are sent on the contact’s preferred channel.