Smart Lead Management

Track every prospect through a purpose-built 7-stage pipeline with AI-powered scoring, temperature indicators, and powerful filtering.

MyAeroDeal Lead Management - Kanban View

7-Stage Lead Pipeline

Every lead moves through a structured journey from first contact to closed deal. Track exactly where each prospect stands.

1. Prospect — Initial contact, no formal inquiry yet
2. Inquiry — Active interest, asking questions, requesting information
3. Presented — Aircraft options have been presented to the lead
4. Interested — Lead is actively interested, reviewing presented options
5. Deal Created — A deal has been initiated for this lead
6. On Hold — Lead is paused, awaiting further developments
7. Lost — Lead chose another option or decided not to proceed

AI-Powered Lead Scoring

Every lead gets a score from 0-100 and a temperature indicator. Know exactly which leads deserve your attention right now.

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0-100 Scoring System

AI analyzes lead behavior, engagement level, budget clarity, and timeline to assign an objective score. Higher scores indicate higher conversion probability.

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Temperature Indicators

🔥 Hot — Ready to buy, actively negotiating. ☀️ Warm — Interested, needs nurturing. ❄️ Cool — Engaged but not urgent, weekly check-in. 🧊 Cold — Early stage, long-term follow-up.

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AI-Powered Insights

AI is included out of the box with Gemini 2.5 Flash. It analyzes patterns across your pipeline and suggests which leads to prioritize and what actions to take next.

Multiple Views, Powerful Filtering

Switch between Card, List, and Kanban views. Filter by aircraft type, model, temperature, status, and more.

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Card View

Visual grid layout showing lead name, temperature, score, aircraft interest, and budget at a glance. Perfect for quick scanning and prioritization.

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List View

Dense table format with sortable columns. See more leads on screen, quickly compare scores, last contact dates, and stage progression.

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Kanban Board

Drag-and-drop leads between stages. Visual pipeline overview shows exactly how many leads are in each stage from Prospect to Lost.

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Advanced Filtering

Filter by aircraft type (jet, turboprop, helicopter), specific model, temperature (hot/warm/cool/cold), stage, lead type (end user, broker), and budget range.

Comprehensive Lead Tracking

Capture every detail about your prospects. Budget, aircraft preferences, timeline, and detailed notes with @mentions.

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Budget Tracking

Record lead budget with a "budget known" toggle. Helps AI matching engine find the right aircraft. Track budget changes over time as deals evolve.

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Lead Type Classification

Categorize each lead as End User (buying for themselves) or Broker (representing a buyer). Helps tailor your approach and communication style.

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Timestamped Notes with @Mentions

Add detailed notes to every lead. Each note is timestamped automatically. Use @mentions to tag team members and reference other records like aircraft, deals, and leads within your notes.

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