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Customer Communication · Pipeline

Website Lead Capture & Routing

  • Wins more work
  • Saves time
  • Cuts errors
  • Saves money
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CaptureA visitor submits a branded form on your website with their details and needs.
QualifyBuilt-in questions sort the lead by fit and urgency before it reaches anyone.
RouteThe lead is instantly assigned to the right team member and logged.
RespondAn automatic first reply confirms receipt while your team prepares to follow up.
Follow upYour team reaches out while the lead is hot and tracks it to a decision.

What it does

Website Lead Capture & Routing

Smart forms on your website that capture visitor inquiries, qualify them, and route each one to the right team member the second it comes in. No lead sits unseen in a shared inbox.

Where it fits

The pipeline, stage by stage

CaptureA visitor submits a branded form on your website with their details and needs.
QualifyBuilt-in questions sort the lead by fit and urgency before it reaches anyone.
RouteThe lead is instantly assigned to the right team member and logged.
RespondAn automatic first reply confirms receipt while your team prepares to follow up.
Follow upYour team reaches out while the lead is hot and tracks it to a decision.
  1. A visitor fills out a form on your website with what they need.
  2. The form asks a few qualifying questions to gauge fit and urgency.
  3. The lead is instantly logged and routed to the right team member.
  4. An automatic first reply confirms you received their request.
  5. Your team follows up while the lead is still hot.

What a build includes

In scope

branded contact and quote-request forms for your websitequalifying questions that sort serious leads from tire-kickersinstant alerts by email and text to the right persona secure database that logs and tracks every leadautomatic first-reply messages so no lead waits

What has to be decided

Before the quote

The forms, qualifying questions, and routing rules are built around your services and team structure. We can score leads, send different types to different people, and feed everything into your client records.

More in Customer Communication

Customer Communication
Unified Inbox

Every email, text, and website message in one shared screen your whole team can work from.

Customer CommunicationPipeline
Automatic Review Requests

Ask customers for a review after the job and track whether they responded.

Customer Communication
SMS Broadcast

Send updates or offers to opted-in customers by text from one list.

All 9 in Customer Communication · Example systems

Want Website Lead Capture & Routing for your business?

We map it to how you work, quote it in writing, and set the ownership and ongoing costs before the build starts.

Discuss this build