CRM & forms

Where did this lead come from?

A form on your website, a link in your bio, a customer who walked in. Lunix turns each of them into a lead on a board with a source attached, so the question stops being an argument and starts being a report.

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Request a quoteYour nameWhatsApp numberWhat is your budget?New · Sales pipeline María Fernández $480.00 WebsiteSave to lead asYour nameContact nameWhatsApp numberPhoneWhat is your budget?Lead value

How it works today

1Enquiries land in an inbox, a DM and somebody's phone, and get answered by whoever happens to see them.
2The good ones get followed up, the rest go quiet, and nobody can say how many there were.
3At the end of the month you know what you sold, but not which half of the marketing produced it.

How it works in Lunix

A form whose answers know where they belong

Start from Contact me, Request a quote, Business enquiry or a blank form, then say for each question what it fills in on the lead — «Save to lead as». The name becomes the contact name, the number becomes the phone, the budget becomes the lead value. Answers you do not map are still kept with the response; they just do not fill a field. Publishing asks which board and which column the responses land in, because a lead with nowhere to go is how this normally fails.

Forms · Request a quote
1«Your name»Saved to the lead as Contact name, so the board shows a person rather than a reference number.
2«WhatsApp number»Saved as Phone — the same field the inbox matches a conversation against.
3«Roughly what is your budget?»Saved as Lead value, which is what makes the pipeline worth a number instead of a count.
4«What do you need?»Saved as Notes. Anything you choose not to map is still stored with the response.

Every response, including the ones that are not leads

Responses arrive in a list with what happened to each one: In pipeline, or Not added when something went wrong, with Add to pipeline to try again rather than retyping it. Obvious spam is caught before it reaches the board — a bot that fills a hidden field, a submission completed faster than a human can type — and is marked rather than deleted, so you can see how much of the traffic was never real.

Forms · Responses
MMaría FernándezIn pipelineWebsite · $480.00 · landed in New
RRamón CastilloNot addedColumn was archived · add to pipeline
?asdf asdfSpam · botFilled the hidden field · never reached the board
?loan offerSpam · too fastSubmitted in under two seconds

The pipeline, said out loud

A board of cards tells you what is there. What it does not tell you is what is rotting. The snapshot puts the pipeline into one sentence — how much is open, what it is worth, and how much of it nobody has touched — and then gives you the parts separately: the oldest lead, the stalled ones, the ones with no owner. Lead sources and agent performance sit alongside, which is how «where did this come from» stops being a memory test.

Reports · Pipeline snapshot

There are 34 open leads worth $14,008, of which 6 have not moved in three weeks and 3 have nobody's name on them — and the oldest has been open for 34 days.

Avg lead value$412.00
Oldest (days)34
Stalled6
Unassigned3
The number it surfaces

What the pipeline is worth, and how much of it is standing still

A count of leads is not a forecast. These are the four numbers that decide whether the pipeline is a plan or a list.

$412.00Average lead value
31%Won, last 30 days
18Came in through a form this month
6Stalled for three weeks or more

The number to act on is the last one. A lead that nobody owns does not get chased, and a lead that has not moved in three weeks is usually not slow — it is forgotten. Both are visible as counts you can click, rather than something you would only notice by scrolling the board.

Know which half of the marketing worked.

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