Mills OS CRM V1

Today 14 leads

All business activity

Unread 5

Needs attention

Open calls 2

Follow-up needed

Unified Inbox

Website, Facebook, Instagram, WhatsApp, and calls in one queue.

All 18 Unread 5 Priority 3

Lead Queue 4

WhatsApp 10:42 AM

Rachel Ben-Ami

Hi! I’d like a custom piece for our dining room. Can you help?

Custom Quote Requested

Website 9:15 AM

David Cohen

Interested in a piece from your Shema collection.

Product Inquiry

Meta Yesterday

Sarah Levi

Do you ship to Canada?

Waiting on Info

Phone Yesterday

Yael Fridman

Missed call: family plaque for a milestone birthday.

Missed Call

Conversation Live

Rachel Ben-Ami

WhatsApp Custom Quote Requested

Assigned to Miriam Cohen · High priority · Quote not yet sent

Hi! I’d like a custom piece for our dining room. We’re looking for a modern take on Birkat HaBayit. Can you share options and pricing?

10:42 AM

AI Draft - Qualified

Shalom Rachel, that sounds beautiful. I’d be happy to help create a custom piece for your space. Before we quote accurately, could you share preferred size, finish, deadline, and whether you have a reference photo or inspiration?

AI or manual reply goes here...

Attach AI Assist

Lead Profile Details

Lead Details

Name: Rachel Ben-Ami
Phone: +1 (646) 555-2789
Email: rachel.benami@gmail.com
Source: WhatsApp
Business: Meleh Studio
Stage: Custom Quote Requested
Priority: High
Last Touch: Today, 10:42 AM
Next Follow-up: May 23, 2025 11:00 AM

AI Actions

Qualified Human handoff ready

Prospect Discovery

Relevant accounts to review before following. Human-approved only.

Review Followed Ignored

Pipeline

Simple status board for lead movement.

New Lead 5

Avi Goldberg Website

Shira Katz Meta

Product Inquiry 7

David Cohen Website

Sarah Levi Meta

Custom Quote Requested 6

Rachel Ben-Ami WhatsApp

Moshe & Rivka WhatsApp

Waiting on Info 4

Yael Fridman Phone

Eitan Malka Meta

Quote Sent 5

Noam & Dvorah Website

Won 8

Avi & Miriam WhatsApp

Lost 2

Tamar Weiss Website

AI Hub

AI is part of the operating layer, not an afterthought.

Response Tools

Guardrails

Ask for qualification details on custom commissions.
Escalate pricing edge cases to a human.
Keep tone premium, concise, and helpful.
Use AI as an assistant, not a replacement.

Automation Notes

Website lead arrives → create contact → classify source → draft reply → update pipeline stage.

Meta/WhatsApp message arrives → attach to conversation → suggest response → hand off if needed.

Call Log

Missed calls and inbound calls become actionable records.

All calls Missed Inbound Needs callback

Yael Fridman Missed

Asked about a plaque for a birthday gift. Callback needed.

Today · 2:14 PM · 4m voicemail

David Cohen Inbound

Requested product sizing and shipping details.

Today · 11:05 AM · 7m call

Call Details

Yael Fridman · Missed callback

Phone: +1 (732) 555-0142
Business: Meleh Studio
Outcome: Voicemail left
Next step: Call back after dinner

She wants a memorial plaque for a milestone birthday and asked about size, turnaround, and delivery options.

Transcript Preview

"Hi, I’m calling about a custom plaque for my father’s birthday. I missed your call, so please call me back when you can."

Settings

Minimal now, expandable later.

Businesses

Manage Meleh Studio, Millswork, and future workspaces here.

Channels

Connect website forms, chat, Meta, WhatsApp, and call routing.

AI

Define tone, handoff rules, and qualification behavior.