Lead Capture & CRM Sync
Capture leads from chat and sync to HubSpot, Salesforce, Sheets, or custom CRM APIs.
Discovery
1–2 weeks
Delivery model
Dedicated pod
Engagement
Scoped sprint
Scope
What’s included
A clear delivery package — so stakeholders know exactly what ships.
Discovery & requirements workshop
UX & technical architecture
Implementation & integrations
QA, security hardening & launch support
Documentation & knowledge transfer
Post-launch optimization sprint
Method
How we deliver
- 01
Discover
Align on goals, constraints, users, and success metrics in a focused workshop.
- 02
Design
Prototype the experience, architecture, and a delivery plan you can approve.
- 03
Build
Ship iteratively with QA, security checks, demos, and continuous integration.
- 04
Launch & Optimize
Go live with monitoring, training, handoff, and a clear optimization loop.
Stack
Technologies we use
Conversational AI stack
Built for teams that need clarity
Automate inbox, chat, and WhatsApp without losing the human handoff.
Omnichannel chat
Website, WhatsApp, Instagram, and Facebook in one automation stack.
Human handoff
Agents jump in with full context — leads never get stuck in a dead-end bot loop.
CRM-ready leads
Capture, score, and sync conversations into the tools your sales team already uses.
FAQ
Frequently asked questions
Next step
Ready to start Lead Capture & CRM Sync?
Tell us your goals — we’ll recommend scope, timeline, and the right delivery model.