Product
One workspace from ad click to signed quote.
Capture, scoring, routing, messaging, calling, quoting and forecasting, built around the lead that just came in from your ad.
Lead score
Hot · grade A+
01Capture
Leads arrive while the ad is still running.
Meta Lead Ads post to a signed webhook the moment someone submits. Website forms, booking pages and CSV imports land in the same place.
- Facebook and Instagram, across several pages and ad accounts
- Duplicate check on email and phone before a lead is created
- First and last name, source and campaign captured on every lead
New lead · Priya Raman
nowScore 86, routed to Dana. First touch due in 2h.
02Prioritize
The best lead is at the top of the column.
Every lead gets a 0–100 score from profile, engagement and deal fit. Routing rules assign an owner, and each stage has its own SLA.
- Round robin, deal-value and field-match routing
- Stage SLAs from 2 hours for new leads, editable per stage
- Saved views such as “Hot leads” or “Untouched 24h+”
Lead score
Hot · grade A+
03Follow up
Follow-ups written from what was actually said.
Sequences run timed email, WhatsApp and task steps. When a lead goes quiet, an agent drafts a follow-up from the call, the thread and the quote.
- Two-way WhatsApp and Gmail threading per lead
- Merge fields such as {{name}} and {{deal_value}} in templates
- Every AI draft waits for a rep to send, copy or dismiss
Follow-up draft
Sources: call transcript 14 May · email thread · quote Q-1042
04Call
Call from the lead page. The notes write themselves.
A browser softphone dials straight from the lead. Calls are recorded, transcribed with speaker labels, and mined for commitments.
- Recordings stored in S3 behind signed playback links
- Commitments become tasks with due dates
- Every call logged with duration and status
Call with Hannah Okafor
14 May · 18:42 · recorded
Commitments
Send two-location quote by Friday
Hannah confirms budget after the 20th
05Close
Send the quote, then watch it get read.
Build a line-item quote with tax and discount, share it as a link, and see each view. Managers get a weighted forecast against quota.
- Multi-currency deals, reported per currency
- Printable PDF branded to your workspace
- Per-rep quotas with closed-won and weighted pipeline
Quote Q-1042
| Setup and onboarding | ×1 | $2,400 |
| Monthly service · 2 sites | ×12 | $9,600 |
| Discount | ×1 | −$600 |
May forecast vs. quota
weighted by stageNew lead · Priya Raman
nowScore 86, routed to Dana. First touch due in 2h.
Website tracking
Know which pages a lead read before they filled the form.
One script tag records sessions, referrers and first-touch UTMs. When a visitor identifies, their earlier visits attach to the lead, and visits to pages you mark as high intent can alert the owner.
- Captures any native form
- UTM source to campaign
- Return-visit alerts
- Country from a local lookup
<!-- Settings → Website Tracking -->
<script src="https://your-workspace/api/t/SITE_KEY/script.js" async></script>
<script>
// Link this visitor's past sessions to a lead
window.loomTrack('identify', { email: 'hannah@okafor.co' });
// Send product usage for existing customers
window.loomTrack('event', 'report_exported', { rows: 1200 });
</script>Also included
The parts of a CRM you expect, done properly.
No add-ons to unlock the basics. Some features need an external account, listed on the integrations page.
Drag-and-drop board
Stage totals, quick add and SLA timers on every column.
Custom fields
Text, number, dropdown and date fields per workspace.
Tags
Color-coded tags, created on the fly from the picker.
Bulk actions
Move stage, tag or reassign many leads at once.
Saved views
One-click filter presets on the leads table.
Email campaigns
Audience targeting, open and click tracking, unsubscribe handling.
Message templates
Reusable email and WhatsApp templates with merge fields.
Roles and seats
Admin, sales manager and sales rep roles.
Multiple workspaces
Belong to and switch between several organizations.
Custom domain
Point a client’s domain at their workspace.
Import and migrate
CSV with column mapping, or pull from HubSpot, Close, Freshsales and Clientify.
MCP access
Ask Claude about your pipeline from Claude Desktop or Claude Code.
Start today
Your next ad lead is already on its way.
Connect Meta Lead Ads, set your stages, and have the first lead scored and routed in the same afternoon.