Every inquiry, carried through to sales' first contact.
Inquiries from web forms and meeting schedulers become leads right away, with the form they came from recorded. Channel Talk conversations attach to the customer record too. An agent scores each lead, your rules pick the owner, and after the handoff the sequence shows whether the first email got a reply or a meeting was booked.
What marketing teams worry about
Inquiries arrive separately through web forms, meeting schedulers and Channel Talk, with no single place to see them
Every inquiry becomes a lead as it arrives
Responses from Trackit web forms, Typeform and Tally, and bookings from Calendly and similar schedulers become lead records. Channel Talk conversations attach to the customer record, so you see it all in one place without copying anything over.
Related features
Deciding who takes each lead delays the first contact
The owner is set the moment a lead arrives
When a lead is created, a custom agent leaves a score and its reasons based on a web search, the email domain and the inquiry itself. Each score range goes to a team, and round robin picks the owner within that team.
Related features
You can't tell whether a handed-off lead was contacted or replied
The sequence shows whether the first email got a reply
A sequence stops when a reply comes in or a meeting is booked, and it counts opens, clicks and replies. You see how far each handed-off lead has gone without asking the owner.
Related features
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Customer stories
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Recommended plan
Pro₩50,000 /user/month
For teams automating the path from an incoming lead to the first contact.
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