Every lead arrives as a finished record.
Each record holds their answers to your questions, the score and why, the ad they came from, and the whole WhatsApp chat. Nothing to export, nothing to type in again.
+91 98•••• 4412 · Pune86 · HOT
Instagram lead form · GST Jul / Creative 3
Opening question about the enquiry
Four answers recorded, scored 86
Round-robin among three reps
Agent paused, follow-ups on hold
Value set to ₹42,000
Qualified event via Conversions API
One contact, one history. The rep has everything before they call.
Every message in order, with the reply time at the top.
Recorded against your own questions, not buried in the chat.
You can see what added points and what took them away, so nobody argues with the order.
Campaign, ad set and creative sit on the record. That is what makes the reports worth reading.
Stages, owners and deal values. Enough CRM to run the follow-up, and no more.
Name them after your own process. Totals update as leads move.
Round-robin, by source, or by score. No lead waits to be claimed.
A rep continues in the same conversation. The agent stops and follow-ups pause.
Add the value when you send a proposal. It adds up in the pipeline and goes back to Meta.
The record knows which ad the lead came from, so the reports are about money.
Open value, lead count and owner for every stage. One client or all of them.
Funnel by ad, on the metric that says whether the spend worked.
Qualified and won leads go back with their value, so your ads find more buyers.
No import, no data entry, no spreadsheet.
The first record appears the first time a lead writes back.