When the agent books the appointment, the lead advances. When the payment clears, it closes. The pipeline reflects what actually happened instead of what somebody remembered to drag.
How it works
Enquiry, qualified, booked, visited, closed — or whatever your business really does. Most small businesses need four or five, not fifteen.
An appointment booked by Assistant advances the stage. A completed call with a positive outcome advances it. Nobody updates anything by hand.
Anything sitting in a stage longer than it should shows up as needing attention, rather than quietly ageing out of sight.
A pipeline nobody updates is worse than no pipeline, because it looks like information. One driven by events is worth reading.
What it does not do
Automation moves stages on events Cualify can see. A deal that progresses entirely through a WhatsApp conversation on someone's personal phone will still need moving by hand.
Common questions
Yes, always. Automation sets the default; you override it whenever reality disagrees, and the override is recorded.
As many as you need — a clinic might run one for new patients and another for treatment plans, and they can have completely different stages.
It shows value by stage and what is stalled. It does not do weighted forecasting or quota modelling — that is a bigger-CRM feature and pretending otherwise would not help you.
Who uses this
From ₹999 a month. No setup fee, no per-user billing, 15-day money-back guarantee. Bring your own playbook or use one of ours.