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Sales & Lead Gen#15 CRM Pipeline
Multi-Channel Lead Capture System
"Capture leads from every channel — into one clean pipeline"
12+
Channels Unified
0%
Leads Lost
<10 sec
Routing Speed
The Problem
Leads come from Facebook, Google, website, WhatsApp, IndiaProperty, MagicBricks, walk-ins, calls. Most of them end up in different sheets. Many never reach sales.
Workflow
How the system runs
- 01Lead enters from any channel
- 02Normalised into single schema
- 03Duplicates flagged
- 04Routed to right team / rep
- 05Acknowledgement sent to lead
- 06CRM updated
Customer Interaction
CRM Pipeline
New
—
Contacted
1 active
Qualified
—
Site Visit
—
Closed
—
P
Priya · MagicBricks
Stage · Contacted
82
Lead Score
Activity
- 10:02Lead captured from MagicBricks with 2 BHK Wakad requirement.
- 10:02Duplicate check passed and source attribution attached.
- 10:03Assigned to Anika; WhatsApp acknowledgement sent.
Dashboard & Reporting
Lead Capture Command Centre
Lead Capture Command Centre
Lead intake by channel
Live
Total Leads Captured
4,280
+22%
Qualified Leads
1,964
+19%
Avg Response Time
<10 sec
−92%
Channels Active
12+
+3
Duplicate Rate
0.5%
−18%
Revenue Pipeline
₹9.6 Cr
+34%
Lead intake by channel
Lead leakage
0%
lost after capture
Channels active
12+
synced
Duplicates blocked
1,842
99.5%
Routing SLA
<10 sec
met
Source / segment mix
- Google Ads29%
- Facebook Ads26%
- Website18%
- WhatsApp14%
- Instagram8%
- Referral5%
Operational Improvement
Before vs After
Before
- Leads scattered across 12 platforms
- Manual copy-paste into CRM
- Duplicates inflating pipeline
- Slow response (hours, not seconds)
After
- One unified pipeline across 12 channels
- Auto-routed in under 10 seconds
- 0.5% duplicate rate
- Source-level attribution + ROI visibility
Business Impact
Measured outcomes
12+
Channels Integrated
Zero
Lead Leakage
Under 10 seconds
Routing Speed
99.5%
Duplicate Detection
Technology Stack
Enterprise architecture
3-week build · production-grade infrastructure
Ingestion Layer
- Facebook Lead Ads API
- Instagram Lead Ads
- Google Ads API
- Website Forms
AI Layer
- OpenAI GPT-4o
- Duplicate-Detection Model
Automation Layer
- n8n
- Round-Robin Router
- Slack Alert Bot
Communication Layer
- WhatsApp Business API
- Gmail API
CRM Layer
- HubSpot
- Zoho CRM
Analytics Layer
- Power BI
- Channel ROI Reports
Suitable Industries
Real Estate Healthcare Education Insurance Financial Services Automotive Digital Marketing Agencies
Implementation Brief
Multi-Channel Lead Capture System rollout plan
Architecture, integration layers, operating rhythm and KPI governance for a 3-week production rollout.
System Walkthrough
6-step workflow · 6 KPI dashboard · pipeline interaction model
Project Note
"Lead data scattered across 12 platforms is invisible. Lead data in one place is gold."
Project Concept & Design
Anurag Dube
Developed Under
NeovraAI