Two kinds of lead
The system knows the difference, so every lead gets the right kind of follow-up for how they reached you.
Enquiries from your website, referrals, past clients and anyone who has opted in. Follow-ups run automatically across email, WhatsApp and calls, and a meeting can be booked in one step.
New names you are researching or have been referred to, but who have not yet opted in. They are tracked in the CRM and contacted personally, in line with POPIA.
Automated WhatsApp messages are used only for warm leads who have opted in. Cold leads are never sent automated WhatsApp messages, and their details are used only for the purpose they were collected for.
Meeting booking
Every meeting is booked automatically from your lead system, with alarms and CRM records so nothing slips. Here is exactly what happens, with nothing hidden.
They choose from the times you have made available, so you only meet people at moments you have agreed to.
The meeting appears in your calendar automatically. With Lead Systems & CRM, it is also saved to the lead record with the details they shared.
Your phone sounds an alarm 24 hours and 15 minutes before each meeting, so no booking is ever missed.
Before launch, we walk you through each part of the setup, so nothing runs in the background without your knowledge.
Common questions
A lead management system captures enquiries, assigns them, follows them up and tracks each one until it becomes a client. A CRM (customer relationship management) keeps the full history of every client in one place. The Lead Control System combines both, so enquiries and client records never live in separate spreadsheets or inboxes.
The system is designed with POPIA in mind. Warm leads opt in before they receive automated messages, cold leads are contacted personally, and we review how personal information is collected, stored and used with you during setup. We will always confirm your specific obligations with you rather than promise a blanket certification.
Yes, for warm leads who have asked to hear from you. Automated WhatsApp messages are not sent to cold leads, so your outreach stays personal and permission-based.
When a prospect books a time, the meeting is added to your calendar and saved to the lead record in your CRM. Your phone then sounds an alarm 24 hours and 15 minutes before the meeting.
We record your current booked-meeting rate before go-live. If it has not visibly improved within 90 days, we keep working on your system for free until it does.
Email, calendars and messaging tools can be connected to the lead pipeline. We confirm the full list of integrations for your business during setup, so you know exactly what is connected before anything goes live.
Answer the short questionnaire on this site. We review your answers and come back with a clear plan, including what the system will do and what it will cost, before any work begins.
Answer a short questionnaire and we will come back to you with a clear plan.
Also part of Ethos Creative Systems