All channels (chat, callback, messages and the AI receptionist) end up in the same place: your CRM in admin. Here you collect, qualify and follow up every lead without anything falling through the cracks.
Lead management
Each lead gathers the whole history on one card: contact details, which channel it came from, conversations, call transcripts and notes. Leads are deduplicated automatically on email address and phone number, so the same person becomes one lead even if they get in touch several times through different channels.
- Assign an owner so the team knows who is following up
- Add tags and notes
- Search and filter by channel, status, owner or time period
Pipeline and stages
Move leads through your stages, for example New, Contacted, Qualified and Won. The pipeline view gives an overview of where all your leads are and helps you see where things get stuck. Adapt the stages to your sales process.
Notifications
Get notified as soon as a new lead comes in: in the app, by email or to the team. Under Settings → Notifications you choose what you want to be notified about and who on the team gets what. Fast follow-up is the single biggest factor for conversion, so keep notifications on.
Export
Export leads to CSV for analysis or import into other systems, or connect Leadcaller directly to your existing CRM via Integrations and the API. You own your data and can take it out whenever you like.