Northgate Traders — annual supply contract
120,000
ACHOT
Lead and deal management in Tickr AI CRM
Capture every lead, follow every deal, and see exactly where each one stands.
Sample dataNew Lead Qualified Proposal Sent Won
2 deals · 170,000
Win probability 10%Lakeside Foods — distribution deal
50,000
SLWARM
2 deals · 93,000
Win probability 30%Summit Enterprises — bulk order
68,000
SLHOT
Harbor Supplies — repeat order
25,000
ACWARM
2 deals · 117,500
Win probability 60%Pioneer Industries — new project
75,000
JPHOT
Ridgeway Partners — service contract
42,500
ACWARM
2 deals · 94,000
Win probability 100%Ridgeway Partners — renewal
30,000
SLWARM
Sunrise Hotels — group booking
64,000
ACHOT
One place for every lead and every deal
Tickr AI keeps your leads and your deals together. A lead arrives, becomes a contact, a company and a deal, and then moves through the stages of your pipeline until it is won or lost. Everyone on the team looks at the same record, the same stages and the same history, so nothing lives in a spreadsheet or in one person's inbox.
How it works
- Sample dataNew Lead (12) ▾Sunrise Hotels50,000RK→
1A lead arrives
From your form or tool, through the lead endpoint with an ingest key. It becomes a contact, a company and a deal.
- Sample dataNew Lead (12) ▾Qualified (8) ▾Sunrise Hotels50,000RK→Sunrise Hotels50,000RK
2It moves on the board
The deal sits in its stage on the pipeline board, and you move it forward as it progresses.
- Sample dataSunrise HotelsSend quotation
- New Lead
- Qualified
- Proposal Sent
- Won
3The deal tells the whole story
Its record shows the stage stepper, the timeline, related records and the quotation you send from its header.
Bring leads in without retyping them
Send leads from your website form, or from any tool that can make a web request, to Tickr AI's lead endpoint with an API key. Each lead is turned into a contact, a company and a deal. If the same lead is sent twice, it is recognised as a duplicate instead of being added again, and a request repeated with the same idempotency key is not processed a second time.
For every key you can see how many leads arrived, how many were created and how many were duplicates. For a deal that arrived through the API, you can open the original payload it was created from, along with the label of the key that sent it, so you can always trace where a deal came from.
Sample data
What a lead request looks like
POST /api/v1/ingest/lead X-Ingest-Key: your-ingest-key X-Idempotency-Key: a-unique-id
Answer
createdduplicate
A lead is sent as one request to Tickr AI's lead endpoint, with your API key in the X-Ingest-Key header. Add an X-Idempotency-Key header and the request is safe to repeat for 24 hours: sending it again does not create a second deal. The answer tells you what happened to the lead, whether it was created or recognised as a duplicate. Keys are created, rotated and revoked from the settings of your workspace, and a revoked key is refused, so access to the endpoint is always in your hands.
Sample dataNew Lead Sunrise Hotels50,000RK Qualified Metro Real Estate75,000RM Proposal Sent Lakeside Resort60,000DE Won Heritage Hotels100,000TB
12 deals · 186,000
Win probability 10%8 deals · 248,000
Win probability 40%6 deals · 210,000
Win probability 70%8 deals · 320,000
Win probability 100%Follow every deal on a pipeline board
The Sales Pipeline shows one column per stage. Each column header shows the stage name, its probability and how many deals it holds, with the total value of those deals underneath. Filter the board by owner, source or priority, switch between the board and a list, and add a new deal from the same screen.
A new workspace starts with five stages: New Lead, Qualified, Proposal Sent, Won and Lost. During setup you can choose a sales-focused pipeline instead (Prospect, Demo, Negotiation, Closed Won, Closed Lost) or a support-focused one.
- New Lead
- Qualified
- Proposal Sent
- Won
- Lost
See the whole story on the deal
Every deal has its own record with a stage stepper, tabs, a timeline of activity, and a side panel of related records, tags and fields. When a deal is ready for a quotation, send it straight from the deal header. AI lead qualification adds an AI Summary to the deal; the help article linked below explains how to read it.
Sample data
Sunrise HotelsSend quotation
- New Lead
- Qualified
- Proposal Sent
- Won
OverviewActivityQuotations
- Stage changed to Proposal SentToday, 10:34 AM
- Quotation sentToday, 09:12 AM
- Note addedYesterday, 04:36 PM
AI summary
Sunrise Hotels asked for a revised quotation for 500 units.
Next best action
Send the revised quotation today
Confidence 82%
Sample data
Pioneer Industries75,000Lost: Price
Mark as lost
Reason
Price ▾
Details
Budget was lower than expected.
CancelMark as lost
Know why deals are lost
Admins keep a list of lost reasons in settings, and a lost deal can show its reason on the pipeline card, so the team learns from the deals it did not win and not only from the ones it did.
Where to go next
Part of the Sales CRM
Lead and deal management is one part of Tickr AI's Sales CRM: pipeline, contacts, quotations and reports in one place.
Explore the Sales CRMHow to Create a Quotation · How to Read AI Lead Qualification
Questions
How do leads get into Tickr AI?
Send them from a form or any tool that can make a web request to the lead endpoint, with an ingest key.
What happens if the same lead is sent twice?
It is recognised as a duplicate and not added again. Add an idempotency key to the request and a retry within 24 hours is not processed a second time.
How do I see where a deal came from?
Open a deal created through the API to see its original payload and the key that sent it.
Can I stop a key from being used?
Yes. Keys are created, rotated and revoked in your workspace settings, and a revoked key is refused.
How do I learn why deals are lost?
A deal moved to a Lost stage asks for a reason, and the reason can show on its card.
Does this read WhatsApp or email to find leads?
No. Lead capture here is by form or API. WhatsApp conversation sync is not available.