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CRM and contacts

Leads, contacts, appointments, and the timeline that ties them together.

By Nuteq TeamPublished Updated 1 min read

The CRM is where captured callers become follow-up-ready records. Agents create or update contacts automatically during conversations.

Contacts and leads

Every caller who leaves a number becomes a lead. Leads carry the conversation that produced them, so nothing arrives as a bare phone number.

Appointments

When an agent books time, the appointment appears on the Calendar surface and on the contact's timeline. Availability rules decide what the agent may offer.

Timeline

Each contact has one timeline: conversations, appointments, and notes in order. Your team adds notes; the agent's contributions arrive automatically.

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