Lead Capture & Routing

Intake and routing logic across forms, WhatsApp, and ads so no lead falls through the cracks.

• 01Lead-source inventory and channel integration
• 02Smart web forms with conditional logic
• 03WhatsApp and ads lead routing flows
• 04Assignment rules by region, product, or rep capacity
• 05Duplicate detection and lead deduplication logic
• 06SLA alerts and missed-lead monitoring

1. 01

   Inventory

   Map every channel where a lead can appear today and in the next 6 months.

2. 02

   Design

   Routing rules, assignment logic, and SLA thresholds agreed with sales.

3. 03

   Build

   Form, WhatsApp, and ads integrations wired into the CRM with dedupe logic.

4. 04

   Monitor

   Alerting, missed-lead reports, and monthly routing tune-up.

• Real Estate & Property
• Retail & E-commerce
• Education
• Healthcare
• Automotive
• Professional Services