Lead Capture & Routing System
A logistics company was getting leads from their website, WhatsApp, Instagram, and JustDial, but had no system to track them. Leads were falling through the cracks. We built a unified capture and routing system that ensures zero leads are lost.
Leads coming in, chaos managing them.
Primeway Logistics had a good problem, leads were coming in from multiple sources. But managing them was chaos:
- Website form submissions went to a shared email inbox
- WhatsApp inquiries came to the owner's personal phone
- Instagram DMs sat unread for days
- JustDial leads came via SMS and often got missed
- No way to know if a lead was followed up or not
- Duplicate outreach when multiple salespeople contacted the same lead
The director estimated they were losing 30-40% of leads simply because no one followed up in time.
One pipeline, nothing slips through.
1. Unified Capture: Every lead from every source automatically flows into one central database. Website forms, WhatsApp messages, Instagram DMs, and JustDial leads, all in one place.
2. Instant Assignment: Based on rules (location, service type, team availability), leads are automatically assigned to the right salesperson within seconds.
3. Auto-Response: The moment a lead comes in, they receive an instant acknowledgment via their preferred channel with estimated callback time.
4. Follow-Up Tracking: If a lead isn't contacted within 30 minutes, the salesperson gets a reminder. After 2 hours, their manager is notified. No lead sits untouched.
Zero leads lost, faster close rates.
Zero leads lost, every inquiry is captured, assigned, and tracked automatically.
- Response time dropped from hours to minutes, leads get acknowledged within 60 seconds
- 25% increase in conversions, faster response means higher close rate
- Clear accountability, managers can see exactly which leads are being worked on
- No more duplicates, the system deduplicates automatically
- Full visibility, a dashboard shows lead sources, conversion rates, and team performance
Ready to deploy AI-powered revenue capture?
Let's assess your lead pipeline and show you where AI eliminates the gaps.
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