Every lead, wherever it starts.
Website forms, live chat, events, email and calls create leads automatically. Each one is checked for duplicates and sent to the right person.
One list for every new lead.
Forms, chat, events, email and calls arrive in the same place, each with its source and owner.
Website forms
Every form submission becomes a lead.
Live chat
Turn a chat into a lead without leaving the conversation.
Events
Visitors at your stand become leads on the spot.
See who is on your site.
Visitor tracking shows which pages people read and where they came from. Known visitors are matched to their contact, and the visit lands on their timeline.
Pages and sources
Visits, clicks and conversions by page.
Tracked links
Count the clicks on every link you share.
Form builder
Build forms that create or update leads.
The hottest lead goes first.
Scores rise with each page, chat and reply. Routing sends every lead to the right owner by territory, product, source or workload.
Scoring rules
Points for the actions that signal real interest.
Routing rules
The right owner, the moment the lead arrives.
Nurture the rest
Leads that are not ready join an email journey.
From first touch to first call.
Six details that make sure no lead waits.
Duplicate check
Possible duplicates are flagged before anyone calls twice.
Follow-up tasks
The owner gets a task the moment a lead arrives.
Lead conversion
Qualified leads become opportunities with their history.
Social inquiries
Messages from social channels can move into the pipeline.
Landing pages
Build pages with forms on the website builder.
Source reports
See which channels bring the leads that win.
Questions.
Which channels can create leads?
Website forms, landing pages, live chat, email, events and calls.
How are duplicates handled?
New leads are checked against existing contacts and companies, and possible duplicates are flagged for review.
Can leads reach the right salesperson automatically?
Yes. Routing can follow territory, product, segment, source or workload.
What happens after a lead arrives?
It is scored, assigned and given a follow-up task, and every touch lands on the timeline.