CRM

Every lead captured. Every deal tracked.

Turn every AI conversation into a sales opportunity. Dunefox automatically captures, qualifies, and organizes leads in a built-in CRM with conversation history, lead scoring, and a clear sales journey view.

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No credit card · 2-min setup · Free 14-day trial

Auto-capture leads from AI chat
Full conversation history per contact
Deal pipeline with kanban view
Lead scoring and qualification
WhatsApp & multi-channel contact cards
HubSpot, Salesforce, Zoho sync
S

Sophie Clarke

Hot Lead

WhatsApp · Score: 94/100

$6.2K

O

Oliver Bennett

Qualified

Web Chat · Score: 78/100

$4.1K

E

Emily Turner

Follow-up

Instagram · Score: 62/100

$3.1K

48 leads this week

Auto-captured from AI chat

Auto

Lead capture

94pts

AI lead score

How It Works

From first message to closed deal in three steps

CRM capture is automatic. Pipeline management is effortless. Closing is faster.

01

Leads captured automatically from every AI chat

Whenever a customer interacts with your AI on WhatsApp, your web chat widget, or social media, Dunefox automatically creates a CRM record. No manual data entry, no leads slipping through the cracks.

WhatsApp, Web Chat, Instagram, Facebook.
02

Score, qualify, and prioritise in one pipeline

Update each deal status, assign a priority level, mark hot leads, add predefined or custom tags, and filter by channel. The AI automatically scores every lead from 0 to 100 based on their chat intent.

Status, AI Score, Tags, Hot leads in one view.
03

Close the deal or export it to your stack.

Set follow-up reminders per lead so nothing falls through the cracks. Move deals across your kanban board, and when ready, export directly to your external CRM or spreadsheet with full history included.

Reminders, Export, Integrations built in.

What you get immediately

Zero manual data entry for CRM capture
AI scores leads based on chat intent
One unified pipeline across all channels
Export-ready for HubSpot or Salesforce

Deal lifecycle

Customer chats with AI0:00
Profile auto-created in CRM0:01
AI assigns score (e.g. 94/100)0:02
Agent follows up on hot lead~2:00
Deal marked as WonOn close
CRM Features

Turn Every Customer Conversation Into Business Growth

CRM PROFILES

Every customer conversation becomes a CRM contact

When someone chats with your AI, Dunefox automatically creates a contact profile and saves important details like their name, phone number, email, source channel, and complete conversation history all in one place.

Automatic from AI chat
Dedup detection
Source tagging
GDPR consent capture

100%

leads auto-captured, no manual data entry

LEAD SCORING

AI scores every lead so you can prioritise the right ones

Dunefox looks at each customer conversation, their level of interest, and how they interact with your business, then gives every lead a score from 0 to 100. This helps your team quickly identify high-intent leads and focus on the best opportunities first.

0 to 100 AI lead score
Engagement signals
Auto-tagging (Hot/Warm)
Assignment rules

3.4x

more conversions targeting high-score leads

CUSTOMER TIMELINE

Complete customer history, all in one view.

Every contact record shows a detailed timeline of conversations, messages, channel activity, form submissions, and team interactions helping your team understand customer context without switching between tools.

Full transcripts
Multi-channel log
Notes & tasks
Last seen activity

5min

saved per agent per conversation

Deal Pipeline

Your pipeline. Powered by AI conversations.

Track deals from first message to closed won - with AI scores, channel sources, and full conversation context on every card.

New Leads
3
S

Sophie Clarke

$6.2K

WhatsApp
94
J

James Mitchell

$4.8K

Web
81
E

Emily Turner

$3.1K

Instagram
68

+ Add deal

Qualified
2
O

Oliver Bennett

$4.1K

WhatsApp
78
C

Charlotte Hayes

$7.9K

Web
88

+ Add deal

Proposal Sent
2
D

Daniel Whitfield

$13.4K

WhatsApp
91
G

Grace Lawson

$2.7K

Telegram
62

+ Add deal

Won
3
H

Hannah Brooks

$10.5K

WhatsApp
97
T

Thomas Reed

$6.4K

Web
93
N

Natalie Cooper

$4.5K

Facebook
89

+ Add deal

$63.6K

Pipeline Value

$21.4K

Won this month

$6.4K

Avg. Deal Size

38%

Win Rate

Security and Trust

Your CRM data. Fully protected.

Enterprise-grade security built into every layer of the platform.

01

End-to-End Encryption

All CRM data including names, emails, conversation history, tags, and notes are encrypted at rest with AES-256 and in transit with TLS 1.3. Customer PII is never stored in plaintext.

02

GDPR Compliant

Full data processing agreements available. CRM contacts can be purged individually or in bulk on request. Consent tracking and data residency options supported out of the box.

03

Role-Based Access Control

Agents can only view deals assigned to them. Managers see team-wide pipelines. Admins control export permissions and integration access per team member.

04

HIPAA Ready

BAA available for healthcare customers. Contact records involving sensitive patient data follow HIPAA technical safeguard requirements throughout their entire lifecycle.

FAQ

Questions about the CRM

Everything you need to know about AI auto-capture, lead scoring, and pipeline tracking.

Still have a question?

Whenever a customer shares their details on WhatsApp, your web chat widget, or social media, Dunefox AI automatically creates a contact record with their details, the source channel, timestamp, and the full conversation thread attached. No manual data entry required.

CRM · Built into your AI

Turn Every Conversation Into a Customer Opportunity.

Stop manually managing leads. Dunefox automatically captures, scores, and organizes every contact from their very first conversation so your team can focus on building relationships and closing deals.

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No credit card · 14-day free trial · Cancel anytime