Lead Management
New leads collected from forms, ads and chat, checked against your criteria and assigned in your CRM.
Leads · checked against your criteria
New
Website form
Meta lead ad
Checked
Matches criteria
Needs review
Assigned
Created in CRM
Salesperson notified
Overview
Leads come in from website forms, ad campaigns and chat, often into different inboxes. Each one has to be checked and passed to the right person before anyone follows up. Indite sets up an AI agent that collects leads from each source, checks them against your criteria and assigns them in your CRM.
Challenges
Leads land in many places
Forms, ads and chat each send leads to a different inbox or tool.
Checking is manual
Someone has to review each lead to decide whether it’s a good fit.
Assignment waits
Leads sit unassigned until someone passes them to a salesperson.
Records are incomplete
Lead details are typed into the CRM by hand and often partly.
Solution
Collect leads from every source
The agent picks up leads from website forms, ad platforms such as Meta and chat.
Check against your criteria
Each lead is checked against the criteria your sales team sets.
Assign in your CRM
Qualified leads are created in your CRM and assigned to the right salesperson.
Notify your team
The assigned salesperson is notified by email, Slack or Microsoft Teams.
Connects with: website forms, Meta lead ads, chat, and your CRM (such as HubSpot or Salesforce).
Business Impact
Every lead in one place
Leads from all sources are collected in your CRM.
The same checks every time
Each lead is reviewed against the criteria your team has agreed.
Clear ownership
Every qualified lead has an assigned salesperson.
Complete records
Lead details are captured as they arrive, without manual typing.
See how this would work for your team
Tell us how it works today. We’ll show you how an AI agent could handle it, where your staff stays in control and what it would cost.