Solution
Lead & CRM Systems
Calls, forms and messages are only useful if someone can see them, assign them and move them. A lead system makes that visible.
- Central lead inbox
- Pipeline
- Source tracking
- Lead status
- Structured handoff
The problem
Calls, forms, WhatsApp and DMs live in different inboxes. Nobody can see which leads are warm, stalled or already booked.
The system
We set up a central lead inbox and pipeline with source tracking, status and a structured handoff to whoever should follow through.
How we approach it
We connect inbound channels into one inbox and pipeline, with source, status and a structured handoff to the person who should respond.
Business outcome
Fewer missed opportunities, clearer ownership, and a record of where customers actually come from.
When it fits
Useful when enquiries live in different apps, or when nobody can say which leads are still open.