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Contact Intelligence Dashboard
Live
A. Reyes Proposal
0
3 Calls 5 SMS AI: Close likely
T. Koval Discovery
0
1 Call 2 Emails
D. Patel Lead
0
New
S. Müller Closing
0
6 Calls 3 SMS AI: Sentiment positive
Inbound call from A. Reyes — 2m ago
SMS sent to S. Müller — 15m ago
Deal updated: T. Koval → Discovery — 1h ago
Syncing — 12 updates this hour
CRM System

Integrated CRM & Lead
Management System

360° contact timeline unifying calls, SMS, and campaigns. AI lead scoring, pipeline automation, and real-time sync across all 5 platform modules — all in one contact record.

1,247
Active Contacts
84
Avg Lead Score
$12.4M
Pipeline Value
Pipeline Analytics
Live
Lead
41% 82
Discovery
28% 56
Proposal
22% 44
Closing
9% 18
Hot 48% Warm 32% Cold 20%
482 Calls
1,204 SMS
847 Emails
Key Capabilities

Track Every Interaction with a
360° Customer Timeline

Stop jumping between tabs to piece together customer history. Every touchpoint is automatically logged into a single, comprehensive view.

01
360° Contact Timeline Every call, SMS, and email linked to one contact record with full history.
02
AI Lead Scoring Predictive models score leads 0–100 based on engagement and sentiment patterns.
03
Pipeline Automation Drag-and-drop workflows move deals through stages based on trigger events.
04
Real-Time Sync All 5 platform modules share a single contact database — updates propagate instantly.
Deal Pipeline
Live
01 Contact Ingest
New contact imported via call, SMS, or CSV upload
Auto
02 AI Scoring
ML assigns lead score + intent category
AI
03 Stage Assignment
Auto-routed to pipeline stage by score threshold
Auto
04 Agent Engagement
Full 360° history screen-pops for the agent
Live
05 Outcome Log
Won/Lost recorded, CRM updates in real time
Done
How It Works

From First Touch to
Closed Deal

When a new contact enters your Wiz Edge CRM, the platform doesn't just store a name — it builds a complete intelligence profile. Every inbound call, outgoing SMS, and email campaign interaction is automatically linked to the contact record. AI scoring models analyze engagement patterns and assign a lead score in real time.

Deals route through pipeline stages automatically based on score thresholds and trigger events. Agents see full 360° history with every screen pop. From first touch to closed deal — zero manual data entry, zero context switching.

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