Overview
New leads today
Median first reply
In onboarding
Funded this month
One connected flow
Every enquiry, from first message to funded account
Where leads come from
This month, by channel
WhatsApp leads arrive through Yadi with the conversation attached, so advisers never ask the same question twice.
Live activity
What the desk did today
Lead routing
Every enquiry reaches the right adviser, fast.
Each lead is checked against KURA’s routing rules in order. The first rule that matches decides the team, and the adviser with the lightest load picks it up. Switch a rule off to see leads re-route.
Routing rules
Checked top to bottom
WhatsApp to CRM
One pipeline, from first chat to funded account.
Chats and forms become tracked leads automatically. Drag a card to move it along, or open it to see the full conversation, routing decision and history.
Agent and SACCO workflows
Clear stages, nothing lost in an inbox.
Agent applications and SACCO or company accounts follow set stages with a checklist at each one. A stage can only move forward once its checklist is complete.
Document checks
Onboarding papers, read in seconds.
Pick a sample document and run the check. The details are pulled out and tested against the application. Anything unclear is flagged for a person to decide.
Email education
Teach first, then invite.
New leads join a short, branded sequence matched to who they are. Each email answers one real question before asking for anything.