No lead
left waiting.
Lead management for businesses whose enquiries arrive by phone, form and email, and some never get a reply.
- Who it's for
- Businesses whose enquiries arrive by phone, form and email.
- What you get
- One place for every lead, and follow-up that goes out on time.
- Where it starts
- Tracing every way an enquiry reaches you today.
- Works with
- The CRM or job system you already use.
Leads go cold
in the gaps.
An enquiry on the website, a missed call, an email to the wrong inbox: each lands somewhere different, and the ones nobody notices go to whoever replies first. One place for every enquiry, and a follow-up that happens on its own, closes those gaps.
What lead management covers.
From the first enquiry to the first reply, whichever way it came in.
Capture
Every channel, whether form, call or email, landing in the same place.
Qualification
The questions that separate a serious enquiry from a casual one, asked up front.
Routing
Each lead sent to the right person, by service, by area or by who is free.
CRM updates
Details written into the CRM as they arrive, not at the end of the week.
Follow-up
First replies and reminders that go out on time, with email follow-up for leads that are not ready yet.
Every way in,
one way through.
What depends on you: how you decide a lead is worth chasing, and who on the team should get it.
Trace
Every way an enquiry reaches you today, and what happens to it next.
Decide
What counts as a good lead, who handles which kind, and how fast a reply should go out.
Connect
Every channel wired into one place, with qualification and routing built in.
Test
Real enquiries sent through every channel before launch, so gaps show up before your customers find them.
Every overflow call,
an email to act on.
A Queensland solar installer could not tell whether the calls it missed were real enquiries. Now an agent answers every overflow call, takes the caller's name, number and what they're after, and emails it to the team with everything needed to call back.
Read the case studyQuestions about lead management.
What is meant by lead management?
Everything between someone enquiring and someone following up: capturing the enquiry, working out how serious it is, getting it to the right person, and making sure a reply actually goes out.
Is lead management part of CRM?
Usually, yes. A CRM is where leads are stored and tracked. Lead management is the process around it: how leads get in, who picks them up and how quickly. A CRM without that process is just a list.
What CRM is best for lead management?
The one your team will actually use. For many small businesses that is the CRM or job-management tool they already pay for, set up properly, rather than a new one. Starting with what you already have usually beats switching.
How much does it cost?
It depends on how many channels enquiries arrive through, which systems need connecting, and how much of the qualification you want automated. One form into one CRM is a small job. Phone, form and email into one pipeline is a bigger one.
Start with a conversation.
A few lines is enough to begin. You'll hear back within two working days.
Get in touchWhat is the manual job?
Who does it, how often, and roughly how long it takes them.
What have you already tried?
The tool you bought, the contractor you hired, and why it stopped.
What do you expect to spend?
A range is fine. It means the first reply is about what works for your budget.