Lead capture and CRM automation that answers every lead
Lead capture and CRM automation means every inquiry, from your website, ads, phone or email, lands in one pipeline automatically, gets scored against your criteria, and receives a fast, personal follow-up, while your CRM stays up to date without manual typing.
INTELVYRA sets up CRM automation on the tools you already use, or helps you choose a CRM that fits. Leads stop slipping through the cracks, and your team spends its time on the prospects most likely to buy.
The problem
Why this matters
A lead that waits days for a reply often goes elsewhere. When capture and follow-up depend on memory, the best opportunities and the CRM data both slip.
- Leads arrive from the website, ads, calls and email, and some get lost
- The CRM is out of date because updating it is manual
- Good prospects wait too long for a reply
What changes for your team
- Every lead captured into one pipeline automatically
- Fast, personal first replies drafted in your voice
- Scoring that puts the best-fit prospects first
- A CRM that stays up to date without extra typing
Typical operational benefits, not guaranteed results. We agree on how to measure them before launch.
What we build
What lead capture and CRM automation can do for you
Lead follow-up is where small businesses lose the most opportunities without noticing. We connect every lead source to one pipeline, write follow-up sequences in your voice, and set rules for which leads go straight to a person. Pair it with an AI receptionist so phone leads are captured too, use business process automation for the work that follows a sale, and track it all in an AI business dashboard.
- Lead capture from forms, ads, chat, calls & email
- Automatic lead qualification & scoring
- CRM setup, clean-up & automation
- Personal follow-up emails & texts
- Pipeline stages, tasks & reminders
- Lead source & response-time reporting
How it works
Four clear steps, no surprises
- 01
Map your lead sources
We list where leads come from today, how fast they get a reply and where they get lost.
- 02
Design the pipeline
We set your qualification rules, pipeline stages and the follow-up messages for each type of lead.
- 03
Connect & test
We connect forms, ads, inbox and CRM, then test with sample leads before anything reaches a real customer.
- 04
Launch & tune
You get training and a simple report on lead volume and response times, and we refine the rules over time.
Cost & timeline
What it costs
You get a fixed setup quote in USD after a free strategy call. Ongoing costs, such as your CRM subscription, email or SMS sending and any AI usage, are estimated up front. You can also have us run it monthly on a managed plan.
Limits & oversight
What it won’t do
Automation makes follow-up fast and consistent, but it doesn’t replace a real conversation. High-value or unusual leads are flagged for a person, messages follow US email and SMS consent rules, and we never buy contact lists or send spam.
Questions
Lead Capture & CRM Automation, answered
Have a question that isn’t here? Ask us directly. A real person replies.
What is CRM automation?
CRM automation means your customer relationship management system updates itself: new leads are added automatically, deals move between stages based on what happens, tasks and reminders are created for your team, and follow-up messages go out on schedule.
Which CRM do you work with?
We work with popular small-business CRMs such as HubSpot, Pipedrive, Zoho, GoHighLevel and Salesforce, and with simpler setups like Google Sheets. If you don’t have a CRM yet, we recommend one that fits your budget.
How does automatic lead qualification work?
We agree on what makes a good lead for you, such as service needed, budget, location and timeline. Each new lead is scored on those answers, so the best fits are contacted first and poor fits get a polite, helpful reply.
Will automated follow-ups sound robotic?
No. We write the messages with you in your own voice, personalize them with the lead’s details, and keep a person in the loop for anything important.
How fast can this be set up?
A focused setup with one or two lead sources is often live within a few weeks. Your proposal includes a firm timeline.