Lead generation · Bloomgard CRM

Lead Gen shows records whose status is Lead: enquiries that are not yet quotes.

From an email to a quote

A client you do not know yet emails your inbound address. It lands in the Inbox, attached to no quote.
Open it and choose Generate AI Actions.
The AI extracts the client's details and the items they asked about, matching them to your Master Data (code → name → unit → rate).
Choose Create Quote Now to create everything in one click, or Review in Form to adjust first.

A client record: company name from the email's signature or, if absent, from the sender's domain (for example buyer@acme-steel.co.in becomes Acme Steel), falling back to the sender's name. Existing clients with the same name are updated rather than duplicated.
A quotation with status Inquiry, the next quote number, a follow-up due date three days out, and a link back to the source email.
Line items with code, name, unit and rate filled from the catalogue. If a client names a code, the rest of the row is completed from the catalogue; if the text is ambiguous, blanks are left for a person rather than guessed.
A thread in the Inbox so the conversation continues against the new quote, and a status-log entry noting it was auto-created from email.

A record with the Lead status can be moved to Draft once it has items, and from there it follows the normal pipeline.