Lead automation and CRM

Lead automation software: reply and follow up automatically

Lead automation captures every enquiry from forms, ads, WhatsApp and calls, stores it in a CRM, replies within seconds, assigns it to the right person and follows up on a schedule until the lead converts or closes. Ebin Tech builds lead automation and CRM systems that make sure no enquiry is forgotten.

Sales executive following up a lead by phone at a bright desk
Marketing team planning a campaign around a laptop
Follow-up dueLead scoredAssigned to sales
Captures
Forms, ads, WhatsApp, calls, portals
Replies
Instant message to the lead
Assigns
To the right salesperson by rule
Follows up
Reminders and sequences until closed
What is included

What Lead automation includes

01

One inbox for leads

Every source lands in one list with the source recorded.

03

Smart assignment

Route by area, product or workload.

04

Follow-up sequences

Timed messages and tasks until the lead responds.

05

Pipeline view

See each lead's stage and what is stuck.

06

Reports

Response time, conversion and source performance.

The cost of a slow reply

People send several enquiries and talk to whoever answers first. If your reply takes hours, the lead may already be gone. Automation does not replace your team; it makes sure the first response is immediate and nothing slips through.

What a lead automation system does

Automation flow from a WhatsApp enquiry to an AI reply, CRM, invoice and owner report
  • Collect leads from your website, ad forms, WhatsApp, calls and listings
  • Remove duplicates and record the source and time
  • Send an instant, personal acknowledgement
  • Ask qualifying questions and score the lead
  • Assign to a salesperson and notify them
  • Create reminders and follow-up messages
  • Report on response time and conversion

Built with your sales process

We map your stages, such as enquiry, site visit, quotation and negotiation, and build the system around them. It can sit on its own or connect to your ERP and billing software, so a won lead becomes a customer and an invoice.

Who this is for

  • Real estate
  • Clinics
  • Education
  • Interiors
  • Automobile
  • Manufacturers
  • Insurance
  • Service providers
How it works

From first call to a working system.

  1. 01

    Map the workflow

    We write down each step of the process you want automated and where people lose time today.

  2. 02

    Design the rules

    We define triggers, replies, approvals and when a person must step in.

  3. 03

    Build and connect

    We connect your forms, CRM, accounts, WhatsApp, phone or SMS provider and build the flows.

  4. 04

    Test with real cases

    We run real examples, tune the wording and check the edge cases before going live.

  5. 05

    Monitor and improve

    We watch logs and outcomes and keep improving the flow every month.

Lead automation: frequently asked questions

Lead automation uses software to capture enquiries, respond instantly, assign them to the right person and follow up on a schedule, so no lead is forgotten and response time stays short.

Direct engagement

Need Lead automation?

Tell us how your business works today. We will suggest what to build, what to automate first and what it will take.

We also build custom software and AI automation for your business.