Lead capture and automation
Contact requests coming from the website or other tools can enter the pipeline by webhook, at the stage and with the source and owner set in the configuration. Workflows handle the next tasks and the configured emails.
Illustrative system screen. Demo data that does not represent client results.
What you'll find in this area
Entry by webhook.
Each leads webhook has its own address and sets the stage, source and owner of the opportunities that arrive through it.
Log of received calls.
Calls received by the webhook are logged for review.
Flows with tasks and emails.
Each flow can create tasks for the team, email the client, notify users in the system and change the stage.
Paths based on the response.
The flow can wait for a period, check whether a task was completed or whether the email was opened, and take different paths.
Team notifications.
Internal notifications appear in the system's bell for the opportunity owner or for a chosen user.
Events for other systems.
Events such as proposal created, approved or rejected can be sent by webhook to other tools, depending on the configured integration.
WhatsApp as a recorded interaction.
WhatsApp conversations can be recorded on the opportunity timeline. Automatic WhatsApp sending is not part of the CRM.
Follow-up that does not rely on memory
Many leads go cold because the reply comes late. So the next step is recorded in the system.
Tasks with due dates.
Each stage can create the next-step task, with a due date. Overdue tasks are highlighted.
History with the deal.
Each interaction is recorded on the opportunity, so whoever picks up the contact can read what has already been discussed.
Frequently asked questions
Where do the leads come from?
From entries made by the team or from forms and tools linked to a leads webhook, which creates the opportunity at the configured stage.
Do I need to program the automation?
No programming is needed. Flows are built on screen, with tasks, waits, decisions and actions. Whoever administers the module should set them up and test them.
Does the client get automatic WhatsApp messages?
Not from the CRM. Flows send emails. WhatsApp conversations can be recorded as interactions.
Can I send events to another tool?
Yes, by webhook, for events such as client created and proposal created, approved or rejected. Other events should be assessed with our team.
See the path from proposal to work order
In the demo, we show a proposal built with catalog services, approved by the client and turned into a contract and a work order, using services similar to yours.