Every feature, laid out

Kanban stages with per-stage lead and value totals, SLA timers, and quick-add — see exactly where every deal sits and what's overdue.

Rename, reorder, and recolor stages to match your sales process. Set win probability and SLA hours per stage.

A chronological activity feed across every lead, so you can see momentum across the whole pipeline at a glance.

A sortable, filterable spreadsheet view with inline stage and tag editing for reps who live in tables.

Upcoming and overdue follow-up tasks laid out on a calendar so nothing slips through.

Overview, AI Copilot, tasks, quote, activity, WhatsApp, and calls in one dedicated page — not a cramped popup.

An automatic 0–100 score and Hot / Warm / Cold tier based on profile completeness, engagement, and deal fit.

Name, company, email, phone, deal value and currency, target close date, priority, and assignee are all inline-editable — no separate edit mode to hunt for.

Real-time Facebook and Instagram lead sync, signed and verified, so new leads land in your pipeline the moment they convert.

Self-hosted lead capture forms you can drop into any website — no third-party form tool required.

Bulk lead upload with column mapping and a row preview before anything touches your pipeline.

Pull existing contacts straight from HubSpot, Close, Freshsales, or Clientify.

Warns on a matching email or phone number before a manual lead or CSV row creates a duplicate.

The manual lead form requires both fields and derives the full name automatically — cleaner data from day one.

Workspace-defined lead properties — text, number, dropdown, or date — for whatever your process needs to track.

Color-coded tags with a create-on-the-fly picker, so segmenting leads never breaks your flow.

One-click filter presets on the leads table, like "Hot Leads" or "Untouched 24h+", so reps open the right list instantly.

Multi-select rows to bulk move stage, tag, or reassign — clean up dozens of leads in seconds.

Round robin, deal-value threshold, and field-match routing rules put every new lead in front of the right rep automatically.

Buyer intent, key signals, objections, and a recommended next action, generated per lead.

Channel- and tone-aware outreach drafting, so every message sounds like a rep who did their homework.

Recorded calls are transcribed automatically with speaker labels — no more scrubbing audio for the one thing a prospect said.

A dedicated Lead Insights tab searches the open web — LinkedIn, company site, press — for the specific person and returns a sourced summary. Runs only when a rep clicks "Research This Lead," never automatically.

Slack, Discord, WhatsApp, or email the moment a lead comes in, so first contact happens in minutes, not hours.

A scheduled check flags any lead sitting past its stage's target response time.

Alerts fire automatically on a status change or when an AI score crosses your threshold.

A scheduled Slack or Discord summary of new leads, stage moves, and wins and losses — the whole day in one message.

"Lead Returned to Your Website" and "High-Intent Page Visit" triggers fire through the same Slack, Discord, WhatsApp, or email channels as every other alert.

Fires when a reverse-IP company match enriches or creates a lead through RB2B — needs RB2B connected in Settings → Website Tracking.

Send and receive WhatsApp Business messages per lead, with reusable templates for common replies.

One-click webhook subscribe and an in-app template composer — no developer required to go live.

Gmail messages to and from a lead appear automatically in their activity timeline.

One-click dial, email, or WhatsApp from the lead header, with template pre-fill.

A Twilio Voice softphone lets reps call leads directly from the app, from any browser.

Calls are recorded automatically and stored securely with signed, time-limited playback URLs.

Every call is logged against the lead with duration, status, and its recording — a full contact history in one place.

Build per-lead quotes with quantity, discount, and tax handled for you.

Generate a printable, workspace-branded quote document in a single click.

Every lead can carry its own currency, and pipeline totals report per-currency instead of mislabeling a mixed sum.

Admin, Sales Manager, and Sales Rep roles with seat limits that match your plan.

Belong to, and switch between, more than one organization from the same account.

Every action is checked against the workspace it belongs to, so data never leaks across organizations.

A single script tag captures pageviews, sessions, referrer, and first-touch UTM attribution on any site you install it on.

Anonymous visitor sessions link to a lead automatically — either through a simple identify call on your own product, or when the visitor later submits an embedded lead-capture form.

Sessions, page views, UTM source, and an engagement-over-time chart, right on the lead's detail page.

Mark a URL like /pricing as high-intent; a known lead visiting it logs on their timeline and can trigger an alert.

First-touch source, medium, campaign, term, and content captured per session, surfaced on Website Activity and the Lead Source Performance report.

Connect RB2B to identify visiting companies by reverse IP — matches enrich an existing lead by business email, unmatched visits create a new one.

Send product-usage events for leads who've already converted to customers, ingested by the same pipeline as pageviews.

Leads auto-grouped by source and by deal-value tier, with win counts per group.

Win rate, average deal value, and average days-to-close, broken out per lead source.

Side-by-side comparison of won vs. lost leads: profile completeness, time-to-first-contact, and average deal size.

Workspace-wide view of the AI Copilot's most common buyer needs and Hot / Warm / Lukewarm / Cold sentiment distribution.

Session counts by visitor country, computed with no external API or key required.

3–5 personas rolled up from your won-deal patterns, generated by Gemini and refreshed on demand from the Analytics tab.

A comparable-leads panel on any lead's Overview tab, matched on source, company, deal-value tier, tags, and AI intent category.

Industry, employee count, and estimated revenue land directly on a lead's custom fields when identified through company de-anonymization.

Claude Desktop, Claude Code, or any MCP-compatible client can connect straight to your Loomstrat workspace.

Clients sign in through the same account as the web app — there's no API key to generate or rotate.

search_leads, get_lead, create_lead, update_lead_stage, and analyze_lead_with_ai let an agent work your pipeline for you.

get_pipeline_summary and get_analytics_summary make "ask your CRM about your numbers" a real workflow.