Business Process Automation & RPA
Lead Capture & Follow-Up Automation
Automatic capture of enquiries from websites, ads, portals and calls into one place, with deduplication, instant acknowledgement and timed follow-up sequences so no lead goes cold.
Overview
Why it matters
for your business.
Leads arrive from website forms, Facebook and Google ads, IndiaMART, JustDial, property portals and missed calls. Many sit in separate inboxes or spreadsheets, some get two calls and others none. We pull every source into your CRM or a central sheet automatically, remove duplicates and tag each lead with its source and campaign.
Each new lead receives an instant acknowledgement by WhatsApp, email or SMS, and is assigned to a salesperson with a reminder. If nobody responds, the system escalates. Follow-up sequences continue over days or weeks for leads not ready to buy, stopping automatically once someone replies. Source-level reports show which channels bring enquiries that actually convert.
What's included
- Connectors for forms, ads and lead portals
- Central lead database with deduplication
- Instant acknowledgement messages
- Assignment, reminders and response escalations
- Multi-step follow-up sequences
- Lead source and conversion reports
Outcomes
What changes
for your business.
Ideal for
- Real estate and home services businesses
- B2B suppliers listed on IndiaMART
- Coaching institutes and clinics running ads
Every enquiry captured
Leads from all channels land in one place automatically, with none stuck in forgotten inboxes.
Rapid acknowledgement
Prospects hear from you within moments, while their interest is still fresh.
Smarter marketing spend
Source tracking reveals which channels produce real customers, guiding where to invest.
How we deliver
A clear, accountable
process.
Every engagement follows the same disciplined approach, adapted to the size and urgency of your project.
- 01
Identify
We find the use cases and processes where AI or automation clearly pays off, and estimate the impact.
- 02
Prototype
A proof of concept on your own data shows what works before you commit to a full build.
- 03
Deploy
We integrate with your systems, add guardrails and human review, and train your team.
- 04
Monitor & improve
Accuracy, cost and usage are tracked, and the solution is tuned as your data and needs change.
Ways to work with us
- Fixed-price projectsDefined scope, milestones and deliverables.
- Implementation & integrationOne-time technology deployment and integration.
- Time & materialFlexible delivery based on actual effort and resources.
- Monthly managed servicesRecurring application, IT, marketing or infrastructure support.
FAQ
Common
questions.
Something else on your mind? Ask us directly.
How is this different from AI-powered lead qualification?
This service focuses on reliably collecting leads from every source and ensuring timely follow-up through rules and sequences. AI lead qualification adds a conversational assistant that asks questions and scores intent. Many businesses start with capture and follow-up, then add AI qualification later.
Can it capture leads from missed calls?
Yes. Cloud telephony and missed-call services such as Exotel or Knowlarity can send call details to your CRM through webhooks. A lead record is created, an acknowledgement SMS or WhatsApp is sent, and a callback task is assigned.
Let's talk about Lead Capture & Follow-Up Automation.
Tell us what you need and get a clear plan and proposal, free and with no obligation.