Clients & CRM

Saved leads

Saved Leads is your shortlist. Save from search results, or unsave from here. Columns can be sorted by score, followers, added date and status. Bulk actions: Add to Business, Tag, Export, Delete.

Add to Business

Select leads and click Add to Business. For each lead OSES-J:

1. Checks for an existing client with the same profile, website, email or phone. If one exists you get that client back (no duplicate).
2. Allocates the next CID in your workspace: CX-000001, CX-000002, and so on.
3. Copies the profile, social accounts, contacts (with sources) and notes.
4. Sets status New and writes an activity.

CIDs are permanent: they are never reused, even after a client is permanently deleted.

You can also create a client manually from Clients → New client (brand, website, email, phone, Instagram/Facebook handles). Duplicate detection runs there too.

The client profile

• Header: brand, CID, status, tags, eligibility per channel.
• Contacts: every email, phone, WhatsApp, website with source and confidence. Add or edit manually; manual entries are marked MANUAL.
• Social accounts: platform, handle, followers, messaging eligibility (Discovered, Messageable, Not messageable, Requires user, Provider error) and the reason.
• Timeline: searches, enrichment, messages, AI actions, status changes, notes.
• Notes: free text with author and time.
• Documents: attached catalogues and files.
• Actions: AI first message, open inbox, enrich from website, re-check eligibility, mark do-not-contact, move to trash.

Statuses

New → Contacted → Replied → Interested → Negotiating → Customer, plus Not interested, Do not contact and Archived. Statuses update automatically from messaging events (first message sent, reply received, intent classified) and can be changed manually.

Do-not-contact

Marking a client do-not-contact blocks every send (manual or automatic) at the service level, cancels scheduled messages and is respected by campaigns and the AI. Opt-out replies detected by the AI set it automatically.

Tags

Create tags with colours in Clients → Tags and apply them to leads and clients. Filter lists and build campaign audiences by tag.

Trash

Deleted leads, clients, documents and messages go to Trash for 7 days. Restore with one click; after 7 days a scheduled job purges them permanently. CIDs of purged clients remain reserved.

Export

Any list (leads, saved leads, clients, search results) exports to XLSX with the visible columns plus contacts and sources.