Connect your chat, forms and CRM so every record stays in step.
Leads captured on a landing page or ad form appear in your CRM. Chat conversations update the CRM. CRM stages trigger chat messages.
How it runs
- Lead captured
- Pushed to the CRM
- Assigned
- Chat automation
- Sales follow-up
- Site visit or meeting
- Quotation and conversion
- CRM
- The CRM you already use
- Channels
- Your business chat number
- Forms
- Landing pages with campaign tracking values
- Sync
- Two-way
What it does
Every capability below is configured for your business and runs without manual effort.
Two-way sync
Messages and CRM records update each other.
Lead capture with attribution
Forms pass campaign values into the record, so you see which campaign produced each lead.
Assignment
Leads are assigned to salespeople by your rules.
Stage-based messaging
Messages go out when a lead changes stage.
Follow-up tasks
Tasks and reminders are created for your team.
Duplicate control
One record per person across all sources.
Reporting feeds
Daily summaries and exports for your team.
Platform agnostic
We connect to the CRM and tools you already run, so you do not have to switch.
How it runs
From the first trigger to the finished action.
Lead captured
On a landing page, an ad form or in chat.
Pushed to the CRM
Created or updated, with no duplicates.
Assigned
To the right salesperson.
Chat automation
Greeting and qualification.
Sales follow-up
Tasks and nudges.
Site visit or meeting
Booked and reminded.
Quotation and conversion
Sent, tracked and closed.
Support
Customer questions answered.
Review and referral
Requested after delivery.
Where it is used
Industry systems built around this product.
Real estate
Never lose a buyer to the broker who replied first.
Explore this systemEducation
From first enquiry to counselling session, with no missed follow-up.
Explore this systemCAs and professional firms
Client appointments that book themselves into your calendar.
Explore this systemService businesses and agencies
Spend sales hours only on leads that are ready to buy.
Explore this systemFits into what you already use
- Your CRM
- Your business chat number
- Landing pages
- Ad lead forms
- Spreadsheets
- Reporting
Questions
Do I have to switch CRM?
No. We connect to the one you use.
Do you work with our existing automation tools?
Yes. We build on the tools you already run, or set up a clean stack if you have none.
Guides on this topic
Short, practical reading on the same problem.
Add CRM and Channel Integrations to your business.
Book a free automation audit. We will scope it against your channels, tools and process.
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