Smart lead capture
The form or chat creates contact, company, and deal with source, need, and conversation summary.
Fewer lost leads from the first contact.
We make forms, WhatsApp, email, campaigns, and CRM work as one flow: capture, qualification, follow-up, reporting, and traceability.
Entry
01Forms, WhatsApp, email, campaigns, or referrals enter a single workflow without copying and pasting data.
Judgment
02It summarizes the inquiry, detects intent, asks for missing data, and decides whether to create an opportunity.
Action
03It creates contacts, assigns owners, schedules tasks, and records each step so the team arrives prepared.
Direction
04Dashboards, alerts, and reports show hot opportunities, bottlenecks, and pending follow-up.
Technology does not fail by itself: it fails when channels, data, and owners are not connected.
Leads arrive through several channels and nobody knows who took them.
The CRM is incomplete because manual data entry competes with selling.
Follow-up depends on memory, spreadsheets, or internal chats.
Sales reports arrive late or do not match reality.
The page does not promise a magic tool. It promises commercial work moving forward with less friction.
The form or chat creates contact, company, and deal with source, need, and conversation summary.
Fewer lost leads from the first contact.
An agent asks for missing information, detects urgency, and routes the opportunity to the right person.
The team spends time on leads with real intent.
Tasks, reminders, and messages are triggered according to stage, source, and previous responses.
Less dependency on memory and manual discipline.
Dashboards and alerts show where deals are stuck and what needs attention this week.
Direction gets a live picture without asking for reports.
Tools
We can work with your current CRM or recommend another. What matters is that every channel leaves context, action, and traceability.
The result has to be usable the next day: by sales, leadership, and whoever maintains the operation.
Connected lead sources and CRM fields
Qualification and routing rules
Follow-up automations and tasks
Reports, alerts, and dashboards
Human approval points for sensitive actions
Documentation for operating the workflow
Not always. We first review the current workflow, data quality, and real usage. If your CRM can support the process, we integrate it. If not, we recommend a better fit.
Yes, with clear rules. The agent can create contacts, companies, deals, and tasks, but we define thresholds and human review for sensitive cases.
That is one of the problems we solve: reduce manual entry and make the CRM update from real conversations and events.
Next step
In one call we review channels, CRM, data, and follow-up to decide where to start with real impact.
or email us at hola@lirroy.com