Solution
Lead Management & CRM
Bring leads from your website, WhatsApp, ads and calls into one place. Assign them, track every follow-up and see exactly where each deal stands.
Problems it solves
- Leads come from many places and some are never followed up.
- No one knows which campaign or salesperson actually brings business.
- Quotes, reminders and reports are done by hand.
Core
Core modules
The complete foundation. Modules are confirmed and configured for your business during discovery.
- Lead capture from web forms, WhatsApp, ads and calls
- Auto-assignment and round-robin rules
- Pipeline stages and deal tracking
- Follow-up reminders and task lists
- Quotations and proposals
- Source and campaign tracking
- Team performance dashboards
- Role-based access and mobile app
Optional · AI features
AI features we can add
Added where they help your team, agreed with you.
- Lead scoring that highlights hot prospects
- Ask in plain language: "show me hot leads this week"
- Call and meeting summaries
- Suggested replies and follow-up messages
On request · Automation
Automation ideas
Chatbots and automated workflows we can scope with you, always with the approvals you set.
Lead qualifier
Chats with new WhatsApp and web leads, asks qualifying questions and books demos.
Hands over to sales for anything outside agreed rules.
Follow-up agent
Sends timely, personalised follow-ups so no lead goes cold.
Message templates approved by you.
Pipeline reporter
Prepares a daily or weekly sales summary for managers.
Read-only access.
Scope, permissions and approval steps are agreed for each project.
FAQ
Lead Management & CRM: common questions
Is the Lead Management & CRM system ready-made or custom?
This is a custom build. We design the modules around your process after a short discovery, so you only pay for what you need.
Do I have to use AI?
No. AI features and automation are optional. We build the system you need first, and add AI only where it clearly helps, with the approvals and limits you choose.
Can it work on mobile and WhatsApp?
Yes. The system works in the browser on any device, and can include a mobile app and WhatsApp integration where it makes sense.
Where is it hosted?
On H1Cloud-managed hosting, your own cloud account, or your own server. We recommend an option based on budget, security and support needs.
Let's plan your lead management & crm system
Share your idea or problem. We'll reply with clear next steps, a suggested approach and an estimate.