Leads from platform lead forms and from client sites land in one feed the moment they are submitted. Each gets a bot score built from a set of signals, is read against the client industry profile, and is checked for whether it actually reached the CRM. The score does not replace a manager - it says what to look at first.
14 days on any plan, no card needed to start. After the click: a three-field form and the workspace.
Intake and forwarding work the same way for every client of the agency: there are no per-client scripts anywhere in the system.
Screen recording: the lead feed with bot scores and the signals behind them, industry qualifying fields, CRM delivery status, and conversions going back to the platforms.
A disposable mailbox, the speed the form was filled in, repeated text, a phone number that does not exist, a suspicious source - each signal adds points. A lead from 40 points is flagged for review, and from 70 it is blocked. What happens to a flagged lead is a manager decision.
A client niche has its own qualifying questions: budget, buying horizon, role in the decision, what the person is interested in. And its own disqualifying answers. The profile decides which fields to ask for and which answers mean the lead is not a fit.
A lead that stayed in the system and never reached the client CRM does not exist as far as the client is concerned. The system checks delivery and raises an alert when forwarding stops working, rather than when the client asks why nobody is calling.
When a manager marks a lead as qualified or as a sale, the event goes back to the platforms as a server conversion every 30 minutes. Delivery then learns from real deals instead of everyone who pressed a button.
From the button press on a form to a conversion back in the ad account there are four steps, and a person takes part in one.
The lead arrives with its form fields, campaign and click identifier.
Bot score, industry profile, disqualifying answers.
The lead goes to the client CRM and a manager sets its status.
A qualified lead and a sale go back as server conversions every 30 minutes.
Ad accounts hand over their statistics through your own OAuth apps. The system puts them into one picture, agents look for what to change, and only what you approve gets changed.
Early access
We are opening access to agencies in turn. Leave a work email and we will write when your turn comes, then help you connect the first account.
As a sum of signals: a disposable mailbox, the fill-in speed, repeated text, a phone number that does not exist, an odd source. From 40 points the lead is flagged for review, from 70 it is blocked. The signals that fired are listed on every lead.
It stays in the feed with its flag and its list of signals. A manager decides whether to work it. The system does not delete leads quietly.
Forwarding to the client CRM is confirmed by the response from the receiving side. If there is no response, or it carries an error, the lead is marked undelivered and an alert goes out naming the client and the channel.
So that delivery optimises towards people who buy rather than people who merely submit forms. The event comes from the deal stage in the CRM, not from the fact that a form was sent.
The first 14 days are free on any plan and you do not need a card to start. The bot score and the delivery check work from the first lead.
14 days on any plan, no card needed to start. After the click: a three-field form and the workspace.
