Autessa CRM topic

Lead capture

AI lead capture, web forms and trade show badges, all landing as qualified leads. Capture leads with Autessa CRM: AI Lead Capture, an AI lead concierge for your site, website form capture, event leads from Booth Capture, and a transparent lead score.

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Your company

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Sample

Does this work with QuickBooks? We want to automate invoice follow-ups.

Yes, it can connect to QuickBooks. What does your follow-up process look like today?

Great, can I pass this to our team so a specialist can reach out to you at jo@acme.example?

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Saved leadSample

NameJo Alvarez

InquirySales

Use caseAutomate invoice follow-ups

SystemsQuickBooks, Gmail

Timeline1-3 months

Company size11-50

Hot

Why it matters

What is lead capture in Autessa CRM?

Leads arrive from everywhere: your AI lead capture, your forms, the trade show booth. Autessa CRM brings them all in qualified. AI Lead Capture answers visitors and saves a lead with a tier and summary once they agree; forms post straight in with round-robin owners; Booth Capture leads wait on the event roster; and every contact gets a transparent score.

At a glance

AI website lead concierge
Form capture with routing and limits
Event leads from Booth Capture
Rule-based 0 to 100 score

Features

Everything in lead capture

AI Lead Capture

An AI lead concierge on your website that answers visitors, qualifies them in a few natural turns, asks consent, and saves a lead with a Hot, Warm or Cold tier and a summary for your rep.

Website form capture

A lead capture address and ready-made HTML form for your website, with round-robin owners, default tags and source, and rate limits.

Event leads from Booth Capture

Booth Capture leads land on the event roster to create as contacts, link to existing ones or dismiss, with badge photo, qualification and booth notes carried over.

Lead scoring

A transparent 0 to 100 score from replies, outreach, open deals, type and profile completeness, banded Hot, Warm and Cold.

Quick answers

Questions about lead capture

What is AI Lead Capture?

An AI lead concierge for your website that comes with Autessa CRM. It answers visitor questions, qualifies interest and saves a lead with a tier and summary after the visitor agrees to be contacted.

Can my website form send leads to Autessa CRM?

Yes. Post the form to the lead capture address, or paste the ready-made HTML form.

How do trade show leads get into Autessa CRM?

Booth Capture leads appear on the event’s roster to create as contacts, link to existing ones or dismiss.

How does lead scoring work in Autessa CRM?

A 0 to 100 score from reply recency, outreach recency, open deals, type and profile completeness, banded Hot, Warm and Cold.

Next topic: Jarvis and workspace →

See Autessa CRM with your own pipeline

Autessa CRM is AI CRM software for B2B sales teams: one Today list of what to do next, contacts and companies, a gated sales pipeline with forecasting, email logged from your own Gmail or Outlook, nurturing, campaigns and events, contracts, and Jarvis, an AI assistant that proposes and never acts without you. AI Lead Capture turns site visitors into qualified leads.

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