CRM & sales · Lead Management
Every enquiry answered in minutes, not days
Leads from your website forms, WhatsApp and (soon) Facebook land in KztOne with their source, get assigned by your rules, and trigger a follow-up before anyone forgets.
- Included in
- Free plan and above
- Status
- Available now
- Module
- CRM & sales
- Trial
- Included in the 7-day trial
Capture from where customers actually are
Website forms post to a KztOne webhook. WhatsApp enquiries create leads from the inbox. Imported lists and manual entries are tagged with their source so you can see which channels produce buyers.
- Forminator, WPForms and Contact Form 7 through a webhook
- WhatsApp enquiries to leads in one click or automatically
- Facebook and Instagram lead ads (coming soon)
- Source and campaign tracking on every lead
Assign and follow up automatically
Round-robin or territory rules assign the lead; the New lead instant follow-up workflow sends a WhatsApp welcome and creates a task for the owner. Overdue follow-ups appear on the dashboard.
- Round-robin and territory assignment
- Instant WhatsApp or email acknowledgement
- Follow-up tasks with due times
Qualify, score and convert
Statuses move from new to contacted, qualified or unqualified. On Growth and above, AI scoring ranks leads by likelihood to convert using your own history. Converting a lead creates the contact, company and deal in one step.
- AI lead scoring with reasons (Growth and above)
- One-click conversion to contact and deal
- Conversion rate by source and owner
What you get
- Faster first response
- Leads are acknowledged and assigned the moment they arrive.
- Nothing goes cold
- Tasks and reminders keep every lead moving.
- Know what works
- Conversion by source shows where to spend.
Questions
- How do I connect my website form?
- Create a forms connection in KztOne, copy the webhook address into your form plugin's webhook or integration setting, and map the fields. Submissions appear as leads within seconds.
- Can WhatsApp messages become leads automatically?
- Yes. When a new number messages your business, KztOne can create a lead with the message as the enquiry and start the follow-up workflow.
- Is lead scoring included?
- AI lead scoring is available on Growth and above and uses AI credits. Manual scoring and statuses are on every plan.
- Which KztOne plan includes lead management?
- Lead Management is included in every plan, including Free. Every new workspace gets a 7-day trial of the full platform, so you can try it before choosing a plan.
Related
CRM & Contact Management
A CRM that knows what each customer bought, paid and said, across WhatsApp, email and your website. Contacts, companies, pipelines and automation in one place.
Sales Pipeline & Deals
Track every deal from first contact to close on a visual pipeline, with stage probabilities, follow-up tasks and forecasts based on your actual win rates.
AI Lead Scoring
Score leads automatically from source, engagement, company and your past conversions, with plain-language reasons so sales knows who to call first.
WhatsApp Inbox & AI Auto-Reply
Give your whole team one WhatsApp inbox on your business number. Assign chats, use quick replies, and let an AI trained on your business answer questions.
See it with your own data
Create a workspace, import your records and try every feature free for 7 days.