Lead Capture & Scoring
Capture prospects and use lead quality scoring to understand who deserves attention first.
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Back to ToolsYour leads.
SB1 Beta CRM
Your leads.
One intelligent system.
Capture leads, qualify prospects, manage campaigns, and keep your follow-up organized with the SB1 CRM workflow built into the OsirisJ ecosystem.
Lead captureAI qualificationCampaignsPipeline visibility
SB1 CRM
Growth Workspace
Leads
248
+18 this week
Qualified
74
30% quality
Campaigns
12
Active workflows
Lead Pipeline
New48
Qualified31
In Conversation19
Ready to Close8
Everything connected
Stop managing your pipeline across disconnected tools.
SB1 CRM brings the core parts of your lead workflow together so you can spend less time moving information around and more time having useful conversations with prospects.
Automated Follow-Up
Keep your leads moving with structured follow-up and campaign workflows.
Pipeline Management
See your prospects, campaigns, and customer journey from one central workspace.
AI Qualification
Use AI-powered workflows to help qualify leads and reduce repetitive manual work.
Team & Ally Workflows
Coordinate work between your business, AI systems, and Human Ally support.
Centralized CRM Data
Keep important lead and campaign information connected to your customer workflow.
Simple workflow
From first touch to closed conversation
01
Capture
Bring new leads into your CRM from your website and campaigns.
02
Qualify
Understand lead quality and identify which prospects need attention.
03
Follow Up
Use campaigns and structured follow-up to keep conversations moving.
04
Convert
Turn qualified conversations into customers and measurable pipeline.
Built for operators
Your CRM should help you move faster.
The SB1 workflow is designed around the activities that matter: capturing leads, understanding quality, following up, and keeping your pipeline visible.
One place for lead and campaign information
Lead quality information at a glance
Structured campaign and follow-up workflows
Connected AI and Human Ally ecosystem
Less manual work
More time for conversations
Instead of jumping between spreadsheets, forms, inboxes, and separate follow-up systems, organize your lead workflow around one connected CRM.
Focus
Know which leads need attention.
Follow Up
Keep conversations moving.
Start building your pipeline
Ready to put your CRM to work?
Create your account and start building a more organized lead and follow-up workflow.