Stop losing leads between forms, messaging and ads
We design flows to capture leads from every channel, assign them, follow up and measure the quality of each source.
What you should expect
- Fewer opportunities lost to missed follow-up.
- A clear view of which channel brings better leads.
- A sales team with visible priorities.
Straight answer
What does Lead management solve?
Centralize leads, statuses, owners and next steps so sales works from a list instead of a memory. Scope gets defined after we review your current process, the integrations involved and the commercial or operational result that has to be measured.
Deliverables
What this solution includes
Multi-channel capture
Status pipeline
Owner assignment
Reminders
Reporting by channel
Process
How we implement it
Sources
Statuses
Automation
Dashboard
Follow-up
Questions
Common questions
Quick answers on scope, timing and how we work, before you ask for an assessment.
Can it integrate with our CRM?
Yes. We review your current CRM and connect through its API or an intermediate flow where that is viable.
Does it work if we only use messaging?
Yes. We can start with a single messaging channel and add forms, ads and social later.
Related solutions
Automation
AI chatbot for messaging and social channels
Automate common questions, lead qualification and handoff to your team across messaging and social channels.
Dev
Ads management and control
We set up and run campaigns so you know what works, what each lead costs and where the next dollar should go.
Dev
Intelligent admin dashboard
Dashboards that surface critical metrics, expose bottlenecks and replace intuition with numbers.
Want this built for your business?
Tell us your situation and we'll propose a concrete path to start with this solution.
Talk to CodigoFresco