What it does
The sales pipeline in NETICS is a board of every lead, one column per stage: New, Contacted, Qualified, Converted and Lost. It lives in Business > NETICS CRM > CRM workspace > Automations > Pipeline. The difference from a board you update by hand is that this one moves itself. A broadcast or follow-up marks a lead Contacted, a reply, click, call or form marks it Qualified, and a paid order or a confirmed booking marks it Converted. You still drag cards when you know something NETICS does not.
Every first contact through your NETICS agent on website chat, WhatsApp, a phone call or email lands on the board as New. Lead capture forms add more, and Generate Leads researches new prospects on the public web, with evidence for each one, for you to review.
Who it is for
Businesses where a sale takes more than one conversation: a solar installer quoting rooftops in Abuja, an estate agency booking viewings in Lekki, a B2B supplier chasing distributors in Kano, or a consultancy qualifying enquiries. See how it fits solar and energy and real estate.
How it works in NETICS
- Open CRM workspace > Automations > Pipeline. Each card offers Back, Advance and Not a lead, or you drag it to another column. Click a card to set a Next follow-up date and keep notes on objections and the agreed next step.
- Narrow the board with Search pipeline, or Show people who clicked in a broadcast.
- Use Configure stages to add your own steps, such as Site survey or Proposal sent, between the standard ones. A stage that still holds contacts cannot be removed.
- Open Follow-ups to see what is due now, today and later. The Automatic follow-ups card explains the ladder: every Contacted lead who stays quiet gets an email after 1 day, then after 3 days, and is marked Lost after 7 silent days. A reply, click or call stops the sequence and marks the lead Qualified.
- Capture new leads with CRM workspace > Tools > Forms. Create form, map each answer to a contact field, and choose what happens After submission: add a tag, add to a list or start an automation. Share the form's public link.
- Research new prospects in CRM workspace > Generate Leads. Type who you want to reach, for example "Find 20 operations managers at mid-sized companies in Abuja", press Build search plan, check the plan, then Confirm & find prospects. Review the results, tick the ones you want and add them to Contacts, straight onto a list if you like.
Key capabilities
- A board that moves itself. Outreach, replies, clicks, calls, forms, paid orders and confirmed bookings move leads forward, each move logged with its reason.
- Your own stages. Keep the five standard stages and add up to 30 in all, renamed in your own words.
- A careful follow-up ladder. Two emails in your business's name, with an unsubscribe link, at most 100 an hour. Leads moved to Contacted only by a broadcast are not dripped unless they engaged.
- New-leads toggle. Also follow up New leads is off by default. Switch it on only if you want imports and manual adds that nobody has written to yet to receive the ladder too.
- Lead capture forms. Hosted forms with required fields and a consent statement, feeding contacts, tags, lists and automations.
- Generate Leads with evidence. NETICS searches the public web in rounds, reads each company's own website for published emails, phones and team names, and scores every prospect on Match to your brief and Evidence confidence, linking each source.
- Find an address. Give a name and a company website and NETICS works out the likely work address, learning the company's address shape from contacts you already have there. It refuses free-mail providers such as Gmail and domains with no mail server.
- Searches that keep running. Keep this running repeats a search daily, weekly or monthly, keeps only people it has not found before, and shows them under While you were away.
- AI Sales Agent role. On Growth, set your customer agent's role to AI Sales Agent in AI Studio and it focuses on buying intent, recommends the right product at its exact price, and hands a ready buyer to your team.
Plan availability
The pipeline board, custom stages, Generate Leads and Find an address are open on every plan, including the 3-day free trial (no card needed). Automatic follow-ups and lead capture forms are included on Pay as you go (no monthly fee, pay from credits) and Starter (NGN 50,000 a month), and the trial previews them. Switching on an agent with the AI Sales Agent role needs Growth (NGN 200,000 a month), which also adds bulk stage changes and email broadcasts with no per-email charge. Starter and Pay as you go can still send email broadcasts by paying per message from usage credits, and SMS is NGN 10 a message from credits on every plan. Prices exclude VAT.
What it does not do yet
Generate Leads finds tens of prospects per run, up to 100, and uses no licensed prospect database. No address it finds is marked confirmed: a domain check shows the domain can receive mail, not that the person has a mailbox. It never contacts prospects and never adds them to your contacts without your review. The follow-up ladder sends email only, and automations know only the five standard stages, so custom stages are moved by hand.
Frequently asked questions
Will NETICS email people I imported?
Not by default. The ladder only follows up Contacted leads who actually engaged, and New leads are left alone unless you switch on Also follow up New leads. Leaving it off means a list nobody has spoken to is never dripped by accident.
Where does Generate Leads find prospects?
On the public web. NETICS searches business directories, association member lists, news, award and exhibitor lists and company registries, then reads each company's own website. A prospect is only kept when the page it cites was really returned by the search, and you can open every source from the Evidence tab.
Do prospects from Generate Leads count as subscribers?
No. They arrive in your contacts with marketing consent unknown, because nobody found this way has agreed to hear from you. Treat them as cold: call them, or write to them one by one, before adding them to any broadcast.
What does the AI Sales Agent do differently from the standard agent?
It is the same NETICS agent with a sales brief: spot buying intent, qualify the lead, recommend the right product at its exact price, and hand a ready buyer to your team. It never invents a discount, a stock level or a promise you have not approved.
Can I see how the pipeline is doing over time?
Yes. The CRM dashboard shows lead movement by stage and where contacts come from. On Growth, the Analytics page adds contacts by stage for any period.