Capture the actual requirement
Keep the service interest and relevant preferences with the conversation so the next person can understand what the customer needs.
From an incoming message to a useful lead
Lead management for the enquiries your business already receives.
A message saying 'price please' is only the start. Connectail helps answer from your approved service information and collect the details your team needs: what the customer wants, the relevant branch and a useful contact or callback preference. Review the lead and its next action in your workspace.
Use website chat or the eligible messaging channels in your plan. Additional chat agents and team assignment depend on plan access. Compare current plans before inviting the team.
Built around the enquiry
Give your team a clear reason to contact the customer.
Review progress
Use the lead board and lead details to review status, interest and the next follow-up. Maintain the information as the enquiry develops.
Continue with context
Let a person read the connected conversation before continuing a callback or quote. A captured enquiry is a starting point for your sales work.
Questions to prepare for
Different enquiries need different next actions.
Lead management starts with the customer question and finishes with a clear action for the business team.
How much is the service?
Information to prepare: The approved service description and listed price, when available.
Your team's next step: Clarify requirements or prepare a tailored quote if a fixed price does not apply.
Can someone contact me?
Information to prepare: A relevant contact method, service interest and callback preference.
Your team's next step: Review the saved request and arrange a callback through your team's process.
Can I book at another branch?
Information to prepare: The preferred branch, service and timing.
Your team's next step: Move to appointment checks when the service is bookable, or continue the enquiry with staff.
A practical start
Decide what a useful lead means for your business.
- 01
Prepare the questions and answers
Add your actual services and FAQs. Identify the details staff need for a first callback or quote discussion.
- 02
Test contact capture and corrections
Use a test enquiry to check the service interest, branch and contact details. Correct a preference and confirm the conversation remains useful.
- 03
Review the lead and next action
Open the lead and conversation in the workspace. Check its status and next follow-up before relying on the process with customers.
Before you begin
Clear answers for your team.
Does Connectail find new people to contact?
This page describes capturing and managing enquiries received through your connected channels. It does not describe buying contact lists, scraping prospects or generating demand without website visitors or incoming messages.
Is every message a qualified lead?
No. A useful enquiry needs enough relevant information for your team to act. A greeting, an incomplete request or a test conversation should not be counted as a qualified customer.
Is this the same as a full sales CRM?
Connectail combines customer conversations with lead and service-business workflows. Check your requirements for forecasting, complex pipelines, external integrations and reporting rather than assuming every CRM capability is included.
Are follow-ups sent automatically?
The lead can hold a next-follow-up date. Actual automated message delivery depends on the enabled follow-up configuration and the connected channel's rules. A saved follow-up is not proof that a message was delivered.
Can staff continue a conversation?
Your team can review and continue supported conversations. Check the agents and team-assignment capabilities in your chosen plan and test handoff before using it with customers.
Review our Privacy Policy and Terms, or contact the team about a product question.
Start with your own business information
Make the next enquiry useful.
Test a response and review the captured context before connecting live customer channels.
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