Lead Screening

Questions about Lead Screening

What types of leads can the system capture?

Web forms, email enquiries, and direct messages (WhatsApp, Instagram, Facebook). We build the capture layer and the routing logic together.

What does 'scoring and routing' actually mean?

When a lead arrives, the system checks it against your qualifying criteria — job size, location, budget, service type — and either assigns it to a team member, adds it to your CRM, sends an auto-response, or flags it for manual review. You define the rules; the system applies them 24/7.

What CRM does it connect to?

Most major UK CRMs: HubSpot, Pipedrive, Zoho, Monday.com, and others. We also support simple handoffs to Google Sheets or Notion if you don't use a formal CRM.

Will it work with my existing website?

Yes. We can plug into your existing contact forms or replace them with a new form that feeds the system.