LEAD MANAGEMENT

Capture, assign, and convert every lead 10x faster.

Bring every customer inquiry into one CRM and route it to the right team. Create lead capture forms for your website, landing pages, campaigns, WhatsApp, service requests, appointments, and more, with every submission instantly added to AiEngage CRM for faster follow-ups and higher conversions.

New lead capturedJUST NOW
AP
Arjun Patel
+91 98••• ••742 · arjun@mail.com
Meta AdsOwner: MeeraStage: New
Auto-assigned to sales rep
WhatsApp welcome sent
GET A FREE QUOTE
Arjun Patel
+91 98••• ••742
Interested in2BHK Flat
Submit enquiry
Added to AiEngage CRM

Lead Capture Forms

Capture every enquiry before it gets lost.

Create simple, high-converting forms for your website, landing pages, ads, events, and campaigns. Every form submission goes directly into AiEngage, so your team can respond faster and start the conversation while the lead is still interested.

Collect the right details, route leads to the right team, and trigger follow-ups automatically without relying on spreadsheets or manual data entry.

Turn Website Visitors Into Sales-Ready Leads
Create custom lead capture formsAdd forms to your website and landing pagesCollect names, phone numbers, emails, and enquiry detailsAdd custom fields based on your business needsCapture product, service, location, or budget interestSend every submission directly to the CRMAssign new leads automaticallyTrigger instant email, WhatsApp, or task follow-upsTrack which form generated each leadReduce manual data entryKeep all enquiries linked to the right sourceHelp your team respond while interest is high
Assignment rule
IF
Source = Meta AdsandCity = Ahmedabad
ASSIGN TO
MK
Meera Kapoor
Sales · Ahmedabad
Google Ads → Dev Sharma
Website form → Ravi Nair

Lead Assignment

A lead is more likely to convert when the right team member follows up quickly. AiEngage CRM helps you automatically assign leads based on rules such as source, location, department, service interest, or team workload.

Assign Leads Based On
Lead sourceLocation or cityProduct or service interestTeam or departmentAssigned branchCampaign or formSales representative workloadCustom lead details
Lead scores
SRSneha Reddy92
VSVikram Singh67
KNKavya Nair34
SNEHA'S SIGNALS
Email opens
Call activity
WhatsApp

AI Lead Scoring

Lead scoring helps your team identify high-priority opportunities by tracking important signals such as inquiry source, form responses, engagement, activity, and lead status. Give your sales team a clear view of which leads need immediate attention and which leads need nurturing.

Score Leads Based On
Lead source qualityForm responsesProduct or service interestBudget or requirementsWhatsApp engagementEmail opens and clicksCall activityWebsite or campaign interactionsFollow-up activityLead stage progress
MMeta Ads
Live sync · 34 today
GGoogle Ads
Live sync · 21 today
AiEngage CRM55 SYNCED
Priya Sharma · Monsoon Offer · assigned
Rohan Gupta · Search - CRM · assigned

Lead Sync From Meta & Google Ads

Bring ad leads directly into your CRM.

When someone fills out a lead form from Meta Ads or Google Ads, their details can flow straight into AiEngage. Your team does not need to download files, copy data manually, or wait for someone to share a spreadsheet.

Every new lead enters your CRM with the source, campaign, and enquiry details attached. This helps your team respond quickly and understand where each lead came from.

Keep Every Ad Lead Ready For Action
Sync leads from Meta Lead AdsSync leads from Google AdsCapture lead details automaticallySee campaign and source informationAvoid manual Excel importsReduce missed or delayed enquiriesSend leads directly into your CRMTrigger instant follow-upsRoute leads to the right salespersonTrack which campaigns bring better leads
Leads by source1,287 total
34%Meta Ads
Meta Ads438
Google Ads309
Website232
WhatsApp180
Referrals128

Lead Sources

Know exactly where every lead comes from.

Track the source behind every inquiry so you know which campaigns, channels, and marketing efforts are generating the best leads.

Track Lead Sources Such As
Meta Lead AdsGoogle AdsWebsite formsLanding pagesWhatsApp enquiriesOrganic website trafficReferralsPhone callsEvents and exhibitionsPartner channelsManual lead entriesImported lead lists
leads_2026.xlsx842 rows
MAP COLUMNS TO FIELDS
Full NameContact name
MobilePhone
CityLocation
InterestProduct interest
Import 842 leads

Import Leads

Move your existing lead lists from excel, old CRMs, events, campaigns, or other tools into AiEngage CRM. Import leads in bulk, map the right fields, assign owners, apply tags, and begin follow-ups immediately.

What You Can Import
Name and contact detailsCompany informationLead sourceLead stageAssigned lead ownerTags and labelsProduct interestNotes and requirementsCustom field dataExisting follow-up details
Round-robin rotation
MKMeera
DSDev
RNRavi
Lead #1281Meera
Lead #1282Dev
Lead #1283Ravi

Round-Robin Assignment

Distribute new leads fairly across your sales team.

Automatically assign incoming leads to team members in rotation. This helps prevent one salesperson from getting overloaded while another misses opportunities.

Round-robin assignment keeps lead distribution balanced and ensures new enquiries are handled faster by the available team.

Assign Leads Without Manual Effort
Rotate leads across team membersDistribute enquiries fairlyReduce lead response delaysAvoid missed assignmentsBalance workload across sales teamsAssign leads by team or departmentKeep ownership clear from the startImprove accountability for follow-upsHelp managers track team performanceMake sure every lead has an owner
AI qualification
SRSneha ReddyHIGH-INTENT
Asked for pricing & site visit · budget confirmed
VSVikram SinghURGENT
Wants a callback today · comparing options
KNKavya NairEXPLORING
Early research · no timeline yet

AI Lead Qualification

Know which leads are worth your team's attention first.

AiEngage helps your team understand whether a new enquiry looks serious, relevant, urgent, or still exploring.

Instead of treating every lead the same, your sales team can focus more time on leads that match the right profile, show stronger interest, or need a faster response.

Understand Lead Quality Faster
Identify high-intent enquiriesSpot leads that need urgent follow-upUnderstand likely customer interestHighlight leads that match your ideal profileReduce time spent on low-quality leadsHelp teams prioritize serious buyersSupport faster first responsesImprove qualification consistencyGive sales teams better context before callingMove stronger leads into the right pipeline stage
WHY LEAD MANAGEMENT

Turn every enquiry into a customer.

Capture leads from every channelCreate leads automaticallyAssign the right sales ownerPrioritize high-intent leadsTrack source and campaign performanceKeep lead data organizedReduce missed follow-upsImprove sales response timeTrack every lead stageConvert more enquiries into customers

End-to-end lead management for every business.

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