Conversion · Module

Inquiries, captured in full and handed off.

Forms that ask the right questions. Every inquiry is scored and reaches the right person instantly, right in the CRM.

In practice

A maintenance-plan inquiry, from arrival to a proposed meeting in two minutes.

Log · Lead SystemsExample
  1. 9:14 AMInquiry: maintenance plan, start in 1–3 months, Chicago, IL 60607.
  2. 9:14 AMScored as high priority, assigned to the North sales team.
  3. 9:15 AMCreated in the CRM, notification to the account owner in Microsoft Teams.
  4. 9:16 AMMeeting proposed to the sender: Thursday, 10:00 AM.

Deliverables

What you have after the project, and own outright.

  • Multi-step inquiry forms

    Questions on need, scope and timing, with choices instead of an empty text box. Plans and photos can be attached.

  • Scoring against fixed criteria

    Every inquiry gets a priority before anyone reads it.

  • Automatic routing

    To the right person by region, service or workload, with a notification by email, Microsoft Teams or Slack.

  • Handoff to the CRM

    In real time to HubSpot, Pipedrive, Salesforce or Microsoft Dynamics.

  • Measured response time

    Time to first reply is tracked. If an inquiry sits untouched, management gets an alert.

  • Spam protection and privacy

    No CAPTCHAs; consent and retention periods are taken care of.

A complete inquiry saves the first phone call. Required fields, plausibility checks and file uploads answer the key questions before the first conversation.

Tech specs

Discipline
Lead generation, lead qualification and lead routing
Forms
Validated server-side, accessible
Handoff
Real time via API or webhook
CRM
HubSpot, Pipedrive, Salesforce, Microsoft Dynamics
Notifications
Email, Microsoft Teams, Slack
Spam protection
Honeypot, rate limiting, Cloudflare Turnstile
Privacy
GDPR-compliant consent and retention periods

Start with Lead Systems.

Every module works on its own and scales with more modules later.

  • Three steps, “Lead Systems” preselected
  • Personal reply, usually within one business day
  • No obligation