Automatic Lead Creation
When a new prospect books a meeting, we check if they exist. If not, we create a new Lead record with all their details.
- Form data capture
- Source tracking
- Duplicate prevention
Turn scheduling into a lead generation machine. Automatically create leads and activities when prospects book time.
Let prospects book time, and let us handle the data entry.
When a new prospect books a meeting, we check if they exist. If not, we create a new Lead record with all their details.
If a meeting is canceled or rescheduled, we update the CRM activity and create a task for you to follow up.
Make every booking count.