Call journey 10 steps, start to CRM
1
Enquiry received
2
Call placed
3
Connected
4
Qualifying
need → quantity → budget → timeline → city
5
Options offered
2–3 catalogue picks with a story line
6
Handoff
warm transfer or callback
7
Call ended
8
Summary & score
Priya writes the summary and scores the lead
9
HubSpot updated
contact, deal, owner, call log, score
10
WhatsApp sent
buyer confirmation · rep summary
Lead
Who Priya is talking to — name, company, what they typed on the website form and any notes — appears here once a call starts.
Response time voice-in → voice-out
One bar per reply, measured from the moment the caller stops speaking to the moment Priya starts. Dashed line = 700 ms target.
—
P50 · target 700
—
P95 · target 1200
0
Priya replies
Nothing live right now.
Press Start a call (top right) to ring a phone or talk over browser audio — or open the website widget ↗ and type to Priya. Everything she hears, reads, says and decides appears here as it happens.
Press Start a call (top right) to ring a phone or talk over browser audio — or open the website widget ↗ and type to Priya. Everything she hears, reads, says and decides appears here as it happens.
Qualification 0 of 5
Need…
Quantity…
Budget / unit…
Timeline…
Delivery…
Intent…
0/ 100 lead score
Score builds as fields are captured: quantity, budget, timeline, intent — and a bonus when all five are in.
After the call
Summary, CRM record and WhatsApp status appear here when the call ends.
HubSpot—
WhatsApp · buyer—
WhatsApp · rep—