Automatic qualification
Every conversation is scored Hot, Warm, or Cold based on what was actually said, no manual tagging required.
Pipeline
Every conversation is a deal. Now you can see it that way.
Conversations are tagged Hot, Warm, or Cold and tracked through Open, Won, or Lost automatically, so support and sales finally work from the same numbers.
Connect your web chat & social account in under 3 minutes.
Qualification without the data entry
Every conversation, scored and staged automatically
Every conversation carries its own history, contact details, and next step, so your team never starts from zero.
Stages that update themselves
Open, Won, and Lost move as the conversation progresses, so your funnel reflects reality, not what someone remembered to update.
Lost reasons that mean something
Price too high, no response, chose a competitor: reusable, reportable reasons instead of a blank text field nobody fills in.
Built into Pipeline
Performance, quality, and attribution, without extra tools
Per-agent performance
Handled, won, lost, win rate, and average rating, broken down by teammate, automatically.
Win rate by lead quality
See whether your Hot leads actually convert better than your Cold ones, instead of assuming they do.
Campaign attribution built in
Trace a Won deal back to the exact ad, channel, and campaign that started the conversation.
Where it pays off
From guesswork to one shared funnel
Alignment
Sales and support report different numbers because they track deals in different tools.
Every conversation, whatever channel it started on, carries the same pipeline stage and the same tags, so both teams look at one shared funnel.
Learning
A lead gets marked ‘lost’ with no explanation, so nobody learns from it.
Standardized lost reasons, like price, no response, competitor, or timing, turn every loss into a pattern you can actually act on.
Spend
Nobody knows which ad spend is actually turning into revenue.
Leads are traced from the first click through Engaged, Qualified, and Won, by source and by campaign.
Stack comparison
Spreadsheet CRM vs. Fellix Pipeline
Where deals liveStatus quoA spreadsheet someone updates when they remember to.FellixEvery conversation is automatically a pipeline record.
Lead qualificationStatus quoWhoever answers decides, inconsistently, if at all.FellixScored Hot, Warm, or Cold from the conversation itself.
Lost reasonsStatus quoA free-text field, usually left blank.FellixStandardized, reportable reasons chosen from a shared list.
AttributionStatus quoGuessed at, or not tracked at all.FellixTraced from the ad or channel that started the conversation to Won or Lost.
Agent performanceStatus quoAssembled by hand from call logs and memory.FellixHandled, won, lost, and win rate, calculated automatically per agent.
SetupStatus quoImport a spreadsheet, hope the fields match.FellixWorks the moment a conversation happens. No import required.
Integrations
Connect Fellix to the tools your data already lives in
Fellix reads and writes to your CRM, storefront, calendar and helpdesk — so every conversation starts with real customer context, and every outcome lands back in the stack your team already works in.
Built to work together