CRM & Business Systems · Lead Management Systems
Every lead captured once, assigned, and followed up.
We build the system that sits in front of your sales process: capturing leads from every source into one record, assigning them, tracking status and queuing follow-ups. It covers the lead until it is qualified. What happens to the deal afterwards is Sales Pipeline Automation.
What goes wrong with leads
Leads arrive everywhere and are tracked nowhere
Scattered enquiries
Messages, forms and calls sit in different inboxes, and some are never answered.
No owner
Nobody is responsible for a new lead, so response time depends on who happens to notice.
Duplicates and lost history
The same person appears several times and no one sees the earlier conversation.
What is included
Lead handling from capture to qualification
Capture integration
Website forms, messaging and other sources feed one place.
Lead record design
Fields, source tracking and duplicate checks.
Assignment rules
Leads routed to owners by rules you define.
Status and follow-up queues
Statuses, reminders and daily queues per owner.
Reporting views
Source, response time and status views for management.
Deliverables
What you receive, and where it stops
You receive
- Lead capture connected to your sources
- Central lead database or CRM module
- Assignment and status rules
- Follow-up queues and reminders
- Source and status reports
Boundaries
- Covers leads up to qualification. Deal tracking is Sales Pipeline Automation.
- Lead volume and quality depend on your marketing.
- Consent and data protection rules apply to stored contacts.
- Source tracking relies on correct tags and tracking set-up.
How it works
From scattered sources to one lead list
We start with how leads currently arrive.
List sources
Every way a lead can reach you.
Design the record
Fields, statuses and duplicate rules.
Build capture
Forms and integrations connected.
Set rules
Assignment, reminders and queues.
Test and train
Real scenarios, then team walkthrough.
Questions
Common questions
How is this different from Sales Pipeline Automation?
Lead Management handles a lead until it is qualified. Pipeline Automation manages the deal stages afterwards.
Do we need a CRM?
Not necessarily. We can use your CRM or a simpler database, depending on volume and needs.
Can it handle WhatsApp enquiries?
Yes, where WhatsApp Business is connected. Messaging itself is covered under the WhatsApp services.
Can you import existing leads?
Yes, with a clean-up and duplicate check.
Leads going missing between channels?
Tell us where leads come from today. We will reply with how we would bring them together.