Production
Lead Management
Never let another qualified lead slip through the cracks.
Lead Management is an AI sales coordinator for growing businesses. It captures inbound interest, summarizes and qualifies leads, drafts responses for your approval, continues follow-up, and books appointments — while keeping a clear inbox of what needs human attention. Underlying IntakeOS n8n workflows power automation; you see outcomes, not workflow graphs.
Included in the Growth plan.
What it does
- Lead capture across forms, email, SMS, and manual entry
- AI summaries and qualification against your playbook
- Draft responses with human approval by default
- Attention inbox for pricing, failures, and escalations
- Pipeline stages without CRM complexity
- Appointment visibility and booking actions
What you get
- No qualified lead quietly disappears
- Faster first response with less busywork
- Clear view of what needs you today
Who it's for
- Solo entrepreneurs and contractors
- Home-service businesses
- Agencies and freelancers
- Small sales teams without a coordinator
Questions
- Is this a CRM?
- No. It is an operational experience around capture, qualify, respond, follow up, and book — not contacts, companies, and deal objects.
- Does AI send messages automatically?
- By default AI drafts and waits for your approval. You can loosen that in Settings as trust grows. High-risk topics like exact pricing still escalate.
Start with the free Foundation
Set up your company once, then install Lead Management when you are ready.