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From ad click to follow-up

A clear, tracked journey for every lead. Here is exactly what happens, step by step.

6 simple steps

Set up once. Track every lead.

Create your account, connect your Meta lead forms and start working leads the same day.

Your data stays yours
Every account is separate and isolated. Credentials are stored encrypted.

Create your account

Click Get started and register as a Business or a Reseller. Then choose a package from inside your account to activate it.

RegisterChoose package in account

Connect your Meta lead forms

Link your Facebook page and lead forms. From then on every new lead arrives automatically, with the page, form, campaign and ad it came from saved on the lead.

FacebookInstagramAny lead form

Leads are tracked from the first second

Each new lead is checked for duplicates and added to your lead list with its source details, so you can start working it straight away.

InstantNo duplicatesAlerts

Message leads on WhatsApp and email

Send WhatsApp messages and emails from the lead record. The available communication history and message status are shown on the lead.

WhatsAppEmailMessage status

Add notes and keep the history

After every call or conversation, add a note to the lead. Notes and follow-up outcomes are kept in order, so the full history is always one click away.

NotesFollow-up historyStages

Schedule and see upcoming follow-ups

Set the date and time of the next follow-up. Upcoming, today's and overdue follow-ups are listed together so no lead goes cold.

ScheduleUpcoming listOverdue flagged
No lead left behind

What happens when a package runs out?

Your ads keep running, so leads keep being captured. They are held safely and released in order the moment you renew.

Before expiryRenewal reminders on WhatsApp & email
Package endsNew leads captured and held in a pending queue
Kept privateHeld leads are hidden until renewal
You renewFrom inside your account
Oldest firstPending leads released in order

Ready to track your Meta leads?

Create your account, or send us an enquiry if you have a question first.