CRM & Sales / Leads
Turn inquiries into organized sales follow-up
In Mojeep, a lead record connects the inquiry source, need, status, and follow-up owner; sales reviews qualification before creating an opportunity.
Qualify
Sales owner
Proposal
Sales owner
Follow-up
Sales owner
Purpose in your workflow
What is Leads?
A lead represents interest to qualify. An opportunity represents a selling process with stages, value, and a responsible owner.
Capabilities for everyday work
Source and status
distinguish new inquiries and qualified leads using their context.
Ownership
assign responsibility so an inquiry does not fall between teams.
Qualification
capture needs and notes before moving into an opportunity.
Conversion
connect a qualified lead to the relationship record and supported deal workflow.
How it works
- 1New inquiry
- 2Capture & qualify
- 3Assign owner
- 4Convert to opportunity
Illustrative business workflow
From inquiry to clear follow-up
A fictional visitor asks about a service. The team captures the inquiry and source, qualifies the need, and assigns a salesperson. Once qualified, the lead becomes an opportunity with follow-up activities kept in context.
How AI assists
The Sales Agent can assist qualification through enabled lead tools. Changes and conversion depend on configuration and permissions, with team follow-up when needed.
Explore Mojeep agentsConnected work, clearer follow-up
Clear records, steps, and ownership help teams avoid repeatedly gathering information and hand work over with context. Use the capabilities and workflow above to identify what fits your organization.
Permissions and reviewable controls
Access follows organization scope, user roles, and permissions. Agent actions depend on tool enablement and approval policy; supported execution and audit records help teams review changes. Verify access before expanding use.
Related products
Customers
Mojeep brings customer details, conversation history, activities, opportunities, and related tickets into one record so sales and support can work from the same context.
Opportunities
Mojeep connects an opportunity to its customer, owner, stage, value, activities, and quotes so the team can review the next step and decision context.
Sales
Mojeep connects leads, opportunities, conversations, activities, and quotes in the sales workflow; configured agents can assist without replacing employee ownership.
CRM
Mojeep CRM connects customer records, conversations, opportunities, activities, and support so employees and agents can continue work from shared, permission-scoped context.
Frequently asked questions
Can a lead have an owner?
Yes. Lead management supports ownership and linked activities.
Does qualification guarantee a sale?
Qualification organizes follow-up; the outcome still depends on the customer and the sales process.
See how Mojeep fits your team
Discuss the workflows, data, and permissions you need, and review the product experience with the Mojeep team.
Book a demo