Linkubit
Sales

Lead qualification, scoring and pipeline

What you capture, the stages you move through and the rules that gate them are configuration — which is why two businesses that sell completely differently run on the same system.

In short

Linkubit asks the qualifying questions you define, writes the answers onto the contact, scores the lead rule by rule, and moves it through a pipeline whose stages refuse a move that skips a requirement. A deal is priced from your catalogue, never from a number typed in a chat.

Configuration, not code

Qualification fields you define

Lane and volume for a freight forwarder; budget and location for a property consultancy. The same engine drives extraction, the order the agent asks in, the admin forms and the filters.

  • One schema definition, four surfaces generated from it
  • Two completely different businesses, zero bespoke code

Freight forwarder

LaneNhava Sheva → Jebel AliModeFCLVolume24 TEU/moIncoterm

Property consultancy

RequirementOfficeMicro-marketWhitefieldCarpet area12,000 sq ftBudget
One schema definition drives extraction, the agent's questions, the admin forms and the filters.

A pipeline with rules

A lifecycle that refuses illegal moves

Stages carry entry requirements. Dragging a card somewhere it cannot go is refused with the requirement named, rather than snapping back without explanation.

  • Entry requirements are part of the stage, not tribal knowledge
  • The refusal tells you what to capture next

Qualifying

Sundaram Textiles

24 TEU/mo · FOB pending

Quoted

Drop refused

Won

Move to Quoted refused — Incoterm is required to enter this stage

The requirement is named, rather than the card snapping back without an explanation.

The rest of sales

Scoring you can read

Every contribution is recorded per rule, including the ones that did not fire. An opaque score gets ignored, and an ignored score is worse than none because it still takes up space.

Schema versions travel with the row

Edit your qualification schema and existing records keep the version they were captured under, migrating lazily on read. Nothing is orphaned.

Pipeline, tasks and meetings

Configurable stages with forecast weighting, follow-ups the agent can create, and meetings with outcomes.

Next best action

Ask a missing question, answer an objection, schedule, escalate. Surfaced for a person, not executed silently.

Payment in the chat

A customer who is ready pays inside WhatsApp with UPI or a card, or through a link by email. The amount is always your catalogue price, the money lands in your own gateway account, and a paid card closes the deal and writes the revenue on its own — the assistant asks a colleague before sending one.

Is this for your own use, or an investment? And roughly what budget are you working with?Agent
Own use. Around 90 lakh, ready to move.
Lead · Meera Krishnan
Qualified
Budget ₹90L
End use
Ready to move
Score 84
Guide · 6 min · Updated 19 September 2026Qualifying leads on WhatsApp: the four to six questions, the order to ask them, and where the answers have to goWhy quote after the brief, not before. The questions by industry — freight, property, coaching, clinics, D2C, travel — how to ask them two at a time in the customer's language, and why the answers belong on a record rather than in the chat.
What does the Growth plan cost?
CatalogueGrowth plan₹998 / monththe only price it may quote
Growth is ₹998 a month, billed monthly. Want me to send the payment link?Agent
Price verified against the catalogue before sending
Guide · 5 min · Updated 19 September 2026Why an AI should quote prices only from a catalogue: the four ways prices go wrong in a chat, and the four rules that stop themA document out of date, a customer's number agreed to, a sum the model did, a listed price called custom — each happened. One authority, attached in code; a verifier on every reply; deals and payment requests priced from the catalogue, never the chat.
Two pallets Mumbai → Chennai, door to door, by Friday: ₹12,500 from the rate card. Shall I send the payment request?Agent
Yes, go ahead.
Order · Sai Traders
Freight BOM → MAA · 2 pallets₹12,500
Pay with UPI
to your account · never ours
Paid ₹12,500 by UPI · deal won · attributed to Meta lead form
Guide · 6 min · Updated 19 September 2026How to collect UPI payments on WhatsApp: the in-chat order card, payment links, the setup in WhatsApp Manager, and the rules worth havingThe customer taps Pay on an order card and the money lands in your own gateway account. What it needs — a Platform number, a payment configuration on Razorpay or PayU — what the customer sees, when a link is better, and why the amount is always a catalogue price.

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