A lead in Stravax Engage is a record with a name, phone, email, company, and a pipeline stage. You work leads from a pipeline board with columns for each stage, every stage move and note is written to an append-only activity timeline, and a lead created from a phone number is automatically linked to the matching WhatsApp contact.
Each lead stores:
| Field | What it holds |
|---|---|
| Name, phone, email, company | Core identity fields |
| Stage | Where the lead sits in the pipeline (defaults to intake on creation) |
| Owner | The team member assigned to the lead |
| Source | How the lead arrived: manual entry, CSV import, web form, WhatsApp inbound, or an ad connector |
| Conversion value and currency | Set when a lead is marked converted |
| Custom fields | Extra data captured with the lead (for example, a web form's budget or interest field) |
Leads are org-scoped, not tied to a single WhatsApp number, so they sit alongside your contacts and conversations as one CRM view for the whole team.
The pipeline board has five columns:
Each column shows a running count of leads in that stage. The Converted column also totals converted value, grouped by currency if you close deals in more than one.
Open a lead to see its detail drawer: identity, stage, source, owner, any custom fields, and the activity timeline. The timeline is append-only and records:
Each entry is attributed to the person who made it, so the timeline reads as a full history of what happened to the lead and who acted.
When a lead's phone number matches an existing WhatsApp contact for your organization, Stravax Engage links the two automatically at creation. The lead's detail drawer shows a "linked to a WhatsApp contact" badge next to its source, so you know the person behind the lead already has a conversation history in your inbox.
Open the CRM section from the main navigation. From the pipeline board you can:
Leads arriving from your website also land here, see Capturing leads from web forms. Leads generated by a WhatsApp conversation keep their link back to that thread in your inbox.