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Prospecting & lead capture

Every request captured, qualified and followed up without delay.

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crm.leads

What you gain

Website form, phone call, trade fair, referral: requests come in from everywhere and some get lost. The Prospecting module centralises every new contact, enriches it, qualifies it and hands it to the right person. You reply faster and you know where your best customers come from.

  1. 01 No lost requests Every source lands in the same queue.
  2. 02 A fast response Automatic assignment and an instant alert to the right sales rep.
  3. 03 Measured sources You know which channels really pay off.
  4. 04 A polished first contact Personalised pages and links for every prospect.

Features

Prospecting & lead capture

01
One queue for every request

Website, phone, trade fair: it all lands here.

Every incoming request automatically creates a prospect record, whatever its source: website form, email, call, trade-fair import, partner API. Duplicates are recognised and the source is recorded so you can measure your channels.

What it enables

  • Intake from the website, email, API or an import
  • Automatic de-duplication of requests
  • Source and originating campaign kept
  • Prospect attachments linked (plans, photos…)
02
Forms that qualify

The right questions, from the very first click.

Forms are built in steps, with conditional questions: what comes next depends on previous answers. The answers feed straight into the prospect's record and score.

What it enables

  • Multi-step, conditional forms
  • Fields adapted to your business
  • Spam protection
  • Embeddable on any website
03
Qualification and scoring

Focus on the most promising requests.

Each prospect gets a qualification status and a score based on criteria you choose: budget, timeframe, area, project size, engagement. Ready prospects become opportunities in one click.

What it enables

  • Custom qualification criteria
  • Automatic scoring and prioritisation
  • Conversion to an opportunity with all details carried over
  • Loss reasons to analyse what you miss
04
Automatic assignment

The right sales rep, notified straight away.

Rules distribute new requests by area, product, language or each rep's workload. The assigned person receives a notification and a first-contact task.

What it enables

  • Rules by area, product, language or round robin
  • Instant notification
  • Time to first contact tracked
  • Reassignment if a request goes unanswered
05
Personalised links and pages

A tailored first impression.

Send a prospect a personal link: offer presentation, appointment booking, document upload or a waiting room for an immediate call. You see when they open it.

What it enables

  • Personalised prospect pages with an offer
  • Built-in appointment booking
  • Secure file upload
  • Tracking of opens and actions

Example After a trade fair, every visitor receives a link to book a 15-minute call.

06
Source measurement

Invest where it pays off.

A dashboard links each source to its results: number of requests, conversion rate, signed revenue. At last you know what your website, trade fairs and ads are really worth.

What it enables

  • Requests and conversions by source
  • Revenue generated per channel
  • Average response time
  • Period-over-period comparison

We’ll show it to you in 30 minutes, on a case close to yours.

Adapted to your business

Your trade doesn't fit in a box.

Your website form asks the questions that matter for your business: area, budget, timeframe, project type… Qualification criteria and assignment rules (by area, by product, by available sales rep) are defined with you during the workshops.

Integrations available

Compatible with the tools you already use.

Websites & forms
  • WordPress
  • WooCommerce
  • Shopify
  • PrestaShop
  • Webflow
Advertising & social
  • Meta (Facebook / Instagram)
  • LinkedIn
  • Google Ads
Automation
  • Zapier
  • Make
  • n8n
  • Webhooks
Messaging
  • Microsoft 365
  • Gmail
  • WhatsApp Business

Non-exhaustive list: other tools can be connected to suit your needs.

Works with

crm.contactsCustomers & contactsEverything you know about your customers, in one place. crm.pipelinePipeline & opportunitiesEvery deal in its place, every stage under control. crm.agendaCalendar & appointmentsAppointments that book themselves.

Choose your time

Like what you see?

We’ll show it to you in 30 minutes, on a case close to yours.

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