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Lead management

One queue for every lead, wherever it came from

Comments, DMs, mentions, form fills and WhatsApp threads arrive in the same place. Any of them becomes a tracked lead with a stage, an owner and a next step — so you can answer the only question that matters: which channel actually produced business.

The problem

A lead is only lost in one of five different places

Someone comments “price?” on a reel. Someone else DMs on Instagram. A third person fills in a form. A fourth messages WhatsApp at midnight. Each of those lives in a different app, with a different notification, seen by a different person — and the ones nobody picks up simply disappear without ever being counted as lost. You cannot manage a pipeline you cannot see, and you cannot say which channel is worth the spend when the record of what happened is spread across four inboxes and one person’s memory.

What it does

The parts that make it work

Each piece is there because something concrete goes wrong without it.

One inbox across channels

Facebook and Instagram comments, DMs, mentions, YouTube and TikTok comments, lead forms and WhatsApp threads land in one queue with the channel marked on each.

Any thread becomes a lead

Promote a conversation to a tracked lead in one action. It keeps the original thread attached and gains a stage, an owner and a next step with a date.

Assignment and handover

Route by channel, by product or by hand. When a lead moves between people, the full history moves with it — nobody restarts the conversation from zero.

Saved replies

The answers you type twenty times a week become one-click replies, kept in your tone and editable before sending.

Nothing sits untouched

Unanswered threads and overdue next steps surface at the top of the queue instead of ageing quietly at the bottom of a notification list.

Reporting that answers the real question

Volume, response time, conversion and outcome by channel and by owner — so “is Instagram worth it?” has an answer with a number behind it.

How it works

From nothing set up to running

No long implementation. Each step is something you can finish in a sitting.

  1. 1

    Connect your channels

    Link the pages, profiles and the WhatsApp number you already use. Existing conversations come into the queue.

  2. 2

    Define your stages

    Use the default pipeline or set your own — new, qualified, quoted, won, lost. Keep it short enough that people actually update it.

  3. 3

    Decide who owns what

    Assign by channel, product line or branch, and set what counts as an acceptable response time.

  4. 4

    Work the queue

    Reply, promote to lead, set the next step. Everything that touches a lead is recorded against it automatically.

  5. 5

    Read the numbers monthly

    Look at where leads came from, how fast they were answered and which ones closed. Spend more where the answer is obvious.

In short

What you can rely on

  • One queue instead of five separate notification lists
  • Every lead has a stage, an owner and a dated next step
  • Handover carries the entire history with it
  • Overdue and unanswered items surface, not sink
  • Response time measured per channel and per person
  • Outcomes attributed to the channel that produced them

Questions

The things people ask before they start

It is the easier way to work, because that is what keeps the history complete. Replies sent elsewhere on a connected channel still appear in the thread.

Lead management

Every enquiry in one queue, with a name against it

Connect your channels and stop finding out weeks later that a good lead was never answered.

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