Lead management run for you, not just software you log into
Lead management software is easy to buy and easy to abandon. Within weeks, leads are scattered again across spreadsheets, chat apps and a salesperson's notebook. We set up the lead list, pull in leads from ad forms, website forms, WhatsApp and social comments, and take on the job of making sure no lead sits unassigned or forgotten. Your team still makes the sale. AI records where each lead came from and what happened next, and the calls and follow-up are done by people.
- AI agents prepare, a specialist approves
- Price published on the page
- Accounts stay in your name
What Lead & Sales Tracking delivers every month
- Every lead's source recorded: the channel, plus campaign and ad IDs for form ads
- Status pipeline: new, called, appointment, won, lost
- Won deals record the amount and lost ones the reason; results are read in the panel and the report
- Time since first contact shows on every lead; our team catches unfollowed leads on each review round
- With a connected store, segments keep repeat customers separate from first-timers
- Monthly report: connected ad, social and website data in one report, compared with the previous month, kept in an archive and emailed on the 1st.
What lead management actually covers
Lead management is the path from first contact to a closed or lost deal. It answers four questions for every person.
- 1Where did they come from?
- 2Who owns them?
- 3What was said last?
- 4What happens next?
Scoring gets a lot of attention, but it only pays off once you have enough closed deals to learn from. Until then, two plain facts do more work: the recorded source of each lead and its current status.
Lead management and CRM: the difference
A CRM is the wider roof: customer records, sales process, support, marketing lists and measurement in one place. Lead management focuses on the part before the sale.
| Topic | Lead management | CRM |
|---|---|---|
| Focus | From arrival to won or lost | The whole customer relationship |
| In the panel | The lead list | Lead list, quotes and segments from purchase history |
| Whose job | Here, follow-up is ours and selling is your team's | Mostly software; your team runs it |
Quotes are prepared and sent from their own screen, with a record of whether they were viewed. The full CRM side is described on the CRM feature page; this page is about who runs the follow-up and how.
The lead management process
- 1Capture
Ad form, website form, WhatsApp, comment-to-DM or manual entry lands in the list with its source.
- 2Assign
Each lead goes to one team member.
- 3Follow up
Called, booked or sent a quote; notes are stored with the writer's name.
- 4Outcome
Won deals record an amount, lost ones a reason.
- 5Review
Unassigned and stalled leads are reviewed at your tier's cadence.
| Status | Meaning | Recorded |
|---|---|---|
| New | Lead arrived, no reply yet | Source, time since first contact |
| Called | First reply made | Note and its writer |
| Appointment | A date was set | Note; for booking-led businesses this is where the funnel stalls |
| Won | Deal closed | Closed amount |
| Lost | Deal lost | Loss reason |
One list for every source
Every lead carries its source. Leads from ad forms also keep the campaign and form they came from, so you can see which spend produced which people.
- Each lead is assigned to one team member
- Salespeople see only their own leads, enforced on the server
- Time since first contact is visible in the list
- Notes are stored with the name of whoever wrote them
- One click opens a WhatsApp chat with the lead
WhatsApp conversations become leads when our WhatsApp chatbot service is active. People who move from a comment to a DM are saved to the same list.
Speed to lead and the leads nobody owns
With software alone, checking for leaks stays your job. In this service it is ours. Unassigned leads, leads whose status has not moved and records missing an outcome are the three places pipelines leak.
| Task | Who does it | Status |
|---|---|---|
| Connecting lead sources | Us | Included |
| Flagging unassigned leads | Us, at your tier's cadence | Included |
| Flagging leads that have stalled | Us | Included |
| Flagging records missing an outcome | Us | Included |
| Calling, quoting and closing | Your team | Out of scope |
| Legal wording of privacy notice and consent | Your business | Out of scope |
Review cadence follows your tier: weekly at Starter, every two days at Growth, daily at Scale. To bring in more leads, combine it with Facebook ads management.
What reaches your ad accounts, and what does not
Ad platforms learn toward whatever event you send them. With conversion tracking in place, site events go server-side to Meta, Google and TikTok; Meta describes this as the Conversions API.
- The panel measures match quality, delivery success and duplicate event share; details on the conversion tracking page.
- A lead marked 'won' in the list is not sent to your ad accounts automatically today.
- Closed amounts and loss reasons are read by source in the panel and the monthly report.
Access, privacy and who sees what
Ask any lead management vendor where visibility is enforced. If a salesperson's view is only hidden in the interface while the server still returns everything, anyone who opens the browser tools can read the whole list.
- Is the lead source recorded automatically or typed by hand?
- Are loss reasons and closed amounts kept?
- Is team visibility enforced on the server?
- Can your existing forms and WhatsApp number be connected?
- Is pricing per seat or by lead volume?
Lead data is personal data. Under Turkish data protection law the business is the data controller, so the privacy notice and explicit consent for marketing belong on your own forms. Anyone who opts out on WhatsApp is excluded from broadcasts.
Lead management pricing
The fee is set by monthly lead volume, not per seat.
Prices are computed by the pricing engine and match the scope builder. Billed in US dollars, without Turkish VAT. The first 3 months include a 35% launch discount. If your business model needs extra setup, the fee rises by at most 25%; the scope builder gives the exact figure. The Custom tier (Over 10,000 leads/mo) is planned on request.
- Included: connecting lead sources, assignment rules, flagging neglected leads, record checks, monthly report.
- Not included: calling leads and closing deals, legal drafting of privacy notices, ad spend.
AgentFabrica, an agency or a freelancer
All three can work; which fits depends on your lead volume, your team size and who will run the follow-up.
| AgentFabrica | Typical agency | Freelancer | |
|---|---|---|---|
| Scope | Setup plus the follow-up discipline, run for you | Often tied to ads, follow-up stays with you | Sets it up, follow-up stays with you |
| Lead sources | Ad forms, site forms, WhatsApp, comments and manual entries in one list | Depends on their tools | Depends on the integrations built |
| Neglected leads | Alerts plus reviews at the cadence of your tier | Check the contract | Depends on one calendar |
| Price | Tiered by monthly lead volume, table on the page | Usually after a sales call | Hourly or per project |
| Strength | AI records the source, people work the follow-up | Designing ads and sales process together | Flexible setup for unusual needs |
| Reporting | Monthly report in the panel | Usually a monthly deck | Varies |
If you only need software and your team follows up with discipline, you may not need this service. If your sales process is unusual and needs a custom setup, a freelancer fits. If you want to be sure no lead slips, this service is built for that. Results come together monthly on our reporting engine.
Questions about Lead & Sales Tracking
What is lead management?
It is the process of capturing every inquiry, assigning it to someone, following up and recording whether it was won or lost. This service sets that process up and keeps it running.
Is this lead management software or a service?
Both. You get the panel, and we run the follow-up discipline: collecting leads, assigning them, flagging the ones left behind and making sure outcomes are recorded. If you only need software, you may not need this service.
Which businesses is it for?
Sales teams that close leads by hand: through calls, appointments or quotes. Clinics, real estate offices, schools, service businesses and B2B sellers are typical fits.
What do I need to connect?
A site measurement connection, either Google Tag Manager or Google Analytics. Ad form leads, website forms and comment leads flow into the list; WhatsApp conversations are added too if the WhatsApp service is active.
Do you guarantee more closed deals?
No. Your team closes the deals, and results also depend on product, price and timing. We commit to no lead being lost, outcomes being recorded and a monthly report.
How much does it cost, and can I buy it alone?
The fee is tiered by monthly lead volume and listed in the table on this page. Prices are in US dollars, billed without Turkish VAT. Every service can be bought alone, and adding another applies a bundle discount.
When I close a deal, is it reported to my ad accounts?
Not automatically today. Site events go server-side to Meta, Google and TikTok through conversion tracking; closed amounts and loss reasons from the lead list are read in the panel and the monthly report.
I launched a lead ad but no leads arrive. Why?
The most common cause is that the Facebook page lacks permission to receive lead form entries. In that case a warning appears above the lead list and the connection can be renewed with one click.
Sources
The official documentation behind the technical points on this page:
- [1]KVKK: Duty to inform (privacy notice)
The data controller's duty to inform people on lead forms.
- [2]KVKK: What to watch when obtaining explicit consent
The separate consent needed for marketing contact.
- [3]Meta Business Help Center: About Conversions API
Sending events to Meta from a server.
- [4]İleti Yönetim Sistemi (IYS)
Turkey's official register for marketing message consent.
Keep reading
Lead & Sales Tracking pricing
Price is set by monthly leads. The table is computed by the pricing engine when this page loads and matches the scope builder.
| Tier | Monthly leads | Monthly | First 3 months |
|---|---|---|---|
Starter | Up to 100 leads/mo | $26 | $16.90 |
Growth | 100 - 500 leads/mo | $50 | $32.50 |
Scale | 500 - 2,000 leads/mo | $88 | $57.20 |
Enterprise | 2,000 - 10,000 leads/mo | $150 | $97.50 |
Custom This scale is planned individually — priced on request. | Over 10,000 leads/mo | On request | - |
- Prices are monthly, in US dollars, billed to your card in USD without Turkish VAT. Dollar prices are converted from our Turkish lira prices at the Central Bank of the Republic of Türkiye selling rate (1 USD = 49.86 TRY, 02.11.2026). The first 3 months column includes the 35% launch discount.
- The table assumes a form-lead business model. Models that need extra tracking setup, such as calls, WhatsApp or e-commerce sales, add up to 25%.
- Buying more than one service shares the common setup: 15% off for two services, 20% for three.
Five steps to start
- 01Pick your goal
In the first step of the scope builder you mark how your business wins customers. Lead & Sales Tracking comes pre-selected.
- 02Choose your size
Pick the size of your business; the monthly price is calculated on the spot, line by line.
- 03Create your account
Your scope is saved and you move to the payment section of the panel. One service is enough to start.
- 04Connect accounts
Accounts needed: Site measurement (Tag Manager or Analytics). The panel shows what is still missing.
- 05Work starts
Only this service's screens open in your panel; work runs at your tier's cadence and the monthly report collects in the panel's report archive.
Who it is for
Sales teams that close leads by hand
Required connections
- Site measurement (Tag Manager or Analytics)
Business models it fits
- I want leads from the form on my site
- I want people to message my WhatsApp straight from the ad
- I want inbound calls — I sell on the phone
- I want my calendar filled with bookings
- I want business buyers requesting quotes
Services often bought together
Tools behind this service
- Inbox and leads
Instagram and Facebook messages are sorted by priority, and leads from your form ads are followed all the way to a sale. See at a glance which message to answer first and which lead is waiting.
- Conversion Tracking
Events go from your site to our server, then to Meta, Google and TikTok in parallel. Setup health and match quality sit on the same screen.
- Lead Enrichment
Enter a company's domain; its homepage is read and you get a profile with name, country, sector, size band, a short summary and social accounts. Estimated fields are labelled as estimates.
- AI assistant
Link your number with a QR code and pick your sector. The assistant replies in your brand voice using the facts you give it, stays quiet when it does not know, and hands chats close to a sale to your team.
See your Lead & Sales Tracking price in two minutes
The scope builder opens with this service selected. Pick your goal and size and see the monthly price line by line.