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Lead distribution with buyer eligibility, delivery recovery and routing history

Combine online booking pages with team routing and an AI phone agent that can schedule appointments.

Insurance lead routing and status-driven follow-up across brands

A shared lead inbox with different personal and team completion actions

CRM lead routing that distinguishes account owners from rotating pools

Qualify inbound prospects, route them to the right representative, and book meetings in the same flow.

Lead-to-deal conversion that carries communication into a linked sales record

Lead cards with distinct qualification, pipeline and follow-up controls

Route visitors to the right booking page, screen requests, and schedule meetings across a team.

Lead records and sales communication with usage-based calling and messaging

Real estate lead follow-up with ownership, history and status filters

Lead capture and sales follow-up connected with a broader customer lifecycle

Qualified leads, opportunity follow-up, and quotes in a configurable customer workspace

Route visiting-company activity into an owned sales follow-up

Lead management with separate qualification levels, lifecycle states and guided conversion

Connect marketing sources to calls, conversations and defined lead outcomes.

Sales pipelines with lead routing and Freddy AI assistance

Photography lead workflows whose templates are separate from assigned jobs

Turn campaign replies into assigned leads with a reviewable status queue

Track calls, forms and chats, then compare qualified leads and sales value.

Sales records with configurable lead qualification and related opportunity creation

Calling-focused CRM with event-triggered WhatsApp follow-up workflows

Lead assignment rules that account for territory, capacity and availability

Real-estate CRM connected with IDX websites and lead-nurture workflows