Stage one

Capture every enquiry, whatever door it comes through

A lead that arrives in a personal inbox, a Facebook message and a voicemail is three leads you will handle inconsistently. Capture puts all of them on one record, with the source attached.

Forms and surveys
Web chat
Online booking
Call tracking

See CRM pricing Book a Strategy Call

Lead inbox — illustrative demo

DW
Derek Wallis
Water heater, no hot water
Local Service Ads
2m
MA
Maria Alvarez
Quote for repipe
Website form
18m
RT
Ray Tolliver
Asked for Thursday
Missed call text-back
1h
SK
Sandra Keye
AC tune-up promo
Meta lead form
3h

Illustrative interface — not live customer data

Capability

Every capture surface in one system

Each one creates or updates a contact, tags the source, and can trigger follow-up immediately.

Website forms with conditional fields and validation
Surveys for qualification before a call
Web chat that continues as SMS when they leave the site
Online booking with real availability
Call tracking numbers by campaign and channel
Facebook and Instagram lead form sync
Landing pages and funnels for specific offers
Social planner posts that link back to a tracked destination
QR codes and Digital Card scans
Manual entry for walk-ins and referrals

Source is never lost

Every contact carries how they found you, so spend decisions rest on evidence rather than a hunch.

Speed starts here

Capture can fire an instant acknowledgement, so the person knows they reached a real business.

No duplicate records

Matching on phone and email keeps one person as one contact across channels.

Limits and honest caveats

Lead form sync depends on your Meta Business access staying connected
Call tracking requires numbers, which carry a monthly platform charge
Chat-to-SMS continuation requires consent capture in the widget
Importing an existing list requires clean data and a lawful basis to contact

Consent matters

Capturing a phone number is not the same as permission to text it. Forms and chat include consent language, and opt-outs are honoured automatically across every channel.

FAQ