Lead generation and lead handling work together: a relevant source, a useful qualification step and a person responsible for follow-up. Campaign delivery is scoped separately.
Capture from agreed sources
Bring form and supported conversation enquiries into a defined lead workflow.
Keep the source attached
Record where the enquiry came from so your team understands the context.
Qualify the requirement
Collect only the service, budget, location or timing details you need.
Assign an owner
Make it clear who should act and what they need to do next.
Track sales stages
Move records through agreed stages and preserve notes and history.
Review & export
Search saved leads, review their stage and export records from the client workspace.
How it works.
A connected journey, with clear rules for your team.
An enquiry arrivesCapture from a connected form or supported channel.
Keep the contextSave the source, requirement and available permission details.
Qualify the leadAsk the agreed questions or let your team review it.
Assign the next actionChoose an owner, stage and follow-up task.
Review the outcomeUse notes and history to improve the process.
A person is always part of the plan.
Lead counts and outcomes depend on your traffic, offer and follow-up. We agree the source and campaign scope with you; this workflow does not promise a fixed number of leads or sales.
Workflow details and boundaries
Different sources. One follow-up system.
Meta campaignsWebsite formsWhatsApp enquiriesPermitted calls
Business requirement
Source + language + permission + sales stage
Assigned ownerNext actionFollow-up record
A workspace your team can actually work from.
Actual interface preview with an example account. Providers are not connected.
Built around your use case.
Real estate
Give property sales a requirement they can act on.
Next action
Assign property sales to check availability and discuss a visit.
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Your business workflowIllustrative example · Tenglish + English
CustomerMiyapur lo 2 BHK kavali.
Workflow contextLocation: Miyapur. Next: collect budget and preferred site visit timing.
Preview only. No message, booking or order is submitted.
Explore the full interactive example
Give the enquiry somewhere to go.
Move this example lead through the stages. No customer records are changed.
One enquiry. A clear journey.
Example lead, not customer data
New enquiry
Qualified
Next step agreed
Course enquiryWebsite form · Tenglish
Course interest received. Format and timing still needed.
Next action: ask about course and preferred format.
Connections we plan with you.
These are setup options, not connected-account badges. Availability depends on access, supported APIs and the agreed scope.
Website & client lead forms
Use labelled forms and agreed field mapping to capture the requirement.
Supported messaging channels
Account access, permission and provider setup determine available sources.
CRM & client workspace
Agree stage mapping, ownership and export needs before connecting another CRM.
Campaign sources
Ad accounts, spend and campaign services are planned separately from the lead workflow.
Your team can see the next step.
Your client workspace brings saved leads, stages, notes and history together. Search and CSV export help your team review enquiries.
Conversation logs, call summaries, bookings and payment records are added only when the relevant workflow is connected. This preview shows sample activity.
Agree how forms, campaigns and conversations enter the workflow.
Qualification rules
Collect the requirement your salesperson needs to continue.
Client workspace
Tenant-scoped leads, business knowledge and follow-up records.
Ownership & permitted follow-up
Define stage changes, responsibilities and allowed reminders.
Before we connect.
Is this the same as buying a contact list?
No. We design customer acquisition and enquiry follow-up around agreed sources and contact permission. We do not promise a purchased list will produce customers.
Will you guarantee a number of leads?
No. Acquisition depends on your offer, audience, spend and campaign evidence. The automation scope and any campaign work are agreed separately.
What do we need to define first?
Lead sources, qualification questions, sales stages, team owners and consent-aware follow-up rules. Integrations are connected and tested before launch.
Let’s build your lead system.
Tell us about your business and the workflow you need. We’ll discuss the scope, required accounts and a tested pilot.