Project managers capture internal leads from chat instantly
Project managers capture internal leads from chat instantly
Project managers miss leads in sales chat, letting prospects slip and deals stall. It routes messages into your sales intake as structured leads so reps follow up faster and avoid manual handoffs.
Overview
Project managers lose revenue when internal lead messages go untracked and prospects slip through the gaps. This workflow captures chat messages as structured leads and notifies reps, enabling faster follow-ups and eliminating manual handoffs.
Notable Features
- Capture chat messages as leads
- Map message fields to intake
- Notify assigned reps on creation