Lead management system: every lead from every channel in one table
Every enquiry from WhatsApp, your website, social and forms comes in by itself, with no manual entry. The AI agent fills in the details, and you see who asked, what they need, where they came from and what happens next.
What the lead management system does
Every lead comes in by itself
Conversations on WhatsApp, the website widget, Instagram and Facebook messages and Telegram, plus forms on your site and landing pages. Nobody copies details from a phone into a spreadsheet.
One row per person
A customer already known by phone number is never opened twice: a new enquiry is added to the same card, with the full history.
The agent fills the card
The AI agent records the name, the service the customer wants, a short summary of the conversation and the next step. What was not said in the chat stays empty.
Source and campaign for every lead
See which channel, campaign and page each enquiry came from, so you know what is worth spending on.
Kanban by status
New, in progress, booked, paid, not relevant. Drag a card between columns and see at a glance where every lead stands.
Follow-ups that keep leads warm
Simple rules: whoever asked for a price and went quiet gets a message after two days, whoever missed an appointment gets a new slot offered. You set the rules, the system sends.
An owner for every lead
Each lead is assigned to a team member, and when the agent hands a chat to a human, it is clear who picks it up.
Export when you need it
Export the table to Excel for a report, your accountant or another system. Your leads are yours and stay yours.
How it works
- 1
We connect your channels and forms and set the statuses and fields that fit your business.
- 2
A customer gets in touch, the AI agent answers and opens or updates their card in the table, with the source they came from.
- 3
Your team works from the kanban: every lead has an owner and a next step, and follow-ups go out by the rules.
- 4
Once a week you get a summary and approve the changes in one message: a new follow-up rule, a fix to the agent or a channel worth strengthening.
- 5
When a booking is made or a payment comes in, the card updates, and you see which source brought customers, not just enquiries.
Connected to sales: the table fills itself from the conversations
In a typical lead system someone has to type in every enquiry. Here the table is a continuation of the conversation: whatever happens on WhatsApp, your website and Instagram is recorded in it in real time.
- 1
A conversation with the AI agent on WhatsApp, your website or in Instagram DMs and comments opens a card or updates an existing one.
- 2
An appointment the agent books in the calendar and a payment link it sends in the chat change the status without anyone touching it.
- 3
The source and campaign of each lead feed the analytics, so cost per lead and per booking are calculated from real enquiries.
- 4
Leads and bookings go back to the ad platforms as conversions, and existing customers can be excluded from ad audiences.
The agent fills the card only from what the customer wrote or said. Anything that did not come up stays empty until someone on the team completes it, and the agent does not make details up.
Which plan?
Lead management, the table and the kanban are part of every plan. Which channels feed the table, in-chat payments, Excel export and a team with permissions depend on the plan, with full details on the pricing page.
See pricingOther parts of the system
Frequently asked questions
What is a lead management system and how is it different from a CRM?
A lead management system focuses on the stage before the sale: capture every enquiry, know where it came from and do not let it go cold. Here it is part of the platform's full CRM, so the same card carries on after the lead becomes a customer, with bookings, payments and history.
Which lead management system suits a small business?
One that does not need someone to type in every enquiry. In a small business nobody updates a spreadsheet at the end of a busy day, so leads have to come in by themselves from WhatsApp, the website and forms, with a summary the agent has already written. That is the main difference from ordinary lead management software.
How do leads get into the system?
By themselves. A conversation with the AI agent on any channel, a form on your site or a landing page, and an enquiry from a WhatsApp button on your site are all recorded in the table with their source. You can also add a lead by hand, say after a phone call.
What happens when the same customer gets in touch twice?
If the phone number is already known, the new enquiry is added to the same card and no duplicate row is created. You see the person's whole history in one place.
Can we tell which campaign each lead came from?
Yes. Each lead is saved with the channel, campaign and page it came from, when that information exists. When the source is uncertain, for example a customer who typed your business name into Google, it is marked as such.
Is it also a sales management system?
Yes, in the sense of a sales pipeline: a kanban from enquiry to payment, an owner per lead, follow-ups and reminders. Full customer management after the sale, calendars and automations live in the platform's CRM.
How much does a lead management system cost?
Lead management is not sold separately: it is part of every plan, together with the AI agent. Prices are on the pricing page, and if it is not clear what fits you, a short free business check-up will sort it out.
Want every lead to come in by itself?
Take a short free business check-up and we will show you where leads get lost today and how they will land in one table.
Take the free check-up5% off setup when you complete the full check-up