Where do the leads come from?
- WhatsApp conversations handled by the Cerebyl AI bot
- Enquiries from pharma lead portals and B2B marketplaces, read from your email and imported automatically
- Leads you add by hand, import from Excel, or capture from a photo or voice note
Auto-assignment to reps
You decide how new leads are shared out, and when they are assigned. Each rep sees only their own leads, while owners and managers see everything. When a rep leaves, their leads and parties can be transferred to someone else in one step.
Temperature, stages and duplicates
- Hot, warm, cold and other temperatures, which you can rename to match your team’s words
- Pipeline stages from new enquiry to converted party
- Duplicate detection, so the same person calling twice doesn’t become two leads
- A complete timeline: chats, calls, notes and every change
Monopoly areas you can see
The booked-areas map shows which districts are already given on monopoly, so a rep never promises an area that is taken.
Questions
Can Cerebyl import leads from pharma lead portals?
Yes. Portal enquiry emails are read and turned into leads automatically, with the portal recorded as the source.
Can reps see each other’s leads?
No. Reps see only the leads assigned to them. Owners and managers see all leads.
Can I import my existing leads from Excel?
Yes. You can bulk-import existing leads from a spreadsheet when you start.