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Leads from every channel into your CRM

Enquiries from your website, Facebook, Instagram and Google Ads forms, email and chat go straight into your CRM – none gets lost, none is duplicated.

Send an enquiryStep by step

Where enquiries get lost

  • Enquiries from forms, ad platforms and email are copied into the CRM by hand.
  • Enquiries from Facebook and Google Ads forms stay in the ad accounts and are forgotten.
  • The same customer appears in the CRM three times, and spam is mixed in with real enquiries.
  • Nobody knows which campaign brought in paying customers.

Step by step

  1. 1

    We connect every channel

    Website forms with file uploads, Facebook and Instagram ad forms, Google Ads forms, email, chat and the AI assistant all feed one stream.

  2. 2

    We store it at once

    Every submitted form is stored the moment it arrives as a separate numbered lead, and if the CRM is down at the time, it waits in a queue.

  3. 3

    We tidy the data

    We normalise phone numbers and names, and store the consents, source, campaign and UTM tags with the lead.

  4. 4

    We check for spam

    AI assesses the enquiry and only marks a suspicious one – nothing is deleted.

  5. 5

    We match it to an existing customer

    We recognise a customer only by unique data – email address, phone number or company code, never by name – and fill in missing contact details.

  6. 6

    We assign and notify

    The lead goes to a sales manager under the rules agreed with you, and they are notified at once.

  7. 7

    We remind and analyse

    If nobody responds, the system sends a reminder. A report shows results by channel and campaign, and conversions are sent back to the ad platforms.

Example

Example: a simplified diagram.

How leads reach the CRM

  1. Lead channels

    • Website forms
    • Facebook and Instagram lead ads
    • Google Ads lead forms
    • Email
    • Chat window and AI assistant

  2. One intake queue

    The same lead is never recorded twice

  3. Done by AI: AI spam check

    Only flags – a real lead is never lost

  4. Customer matching

    By email or phone, never by name

  5. In the CRM

    • A new lead

      Attached to the right customer

    • New contacts

      Added to the existing customer

What the solution covers

  • Channel connectors

    Website forms, Facebook and Instagram, Google Ads forms, email and chat.

  • One lead list

    Every enquiry in one place, whichever channel it came from.

  • Customer matching

    Existing customers are recognised by unique data, and possible duplicates are suggested for merging.

  • Spam marking

    AI marks suspicious enquiries but never deletes them.

  • Assignment and notifications

    Each lead goes to the right sales manager under your rules, and they know about it at once.

  • Reminders

    If nobody replies to an enquiry, the system reminds the person responsible.

  • Source and campaign analysis

    See which channels and campaigns bring in paying customers.

  • GDPR consents

    Data-processing consents are stored with every lead.

Where AI helps

  • Spam marking: a suspicious enquiry is marked, never deleted.
  • Recognising the name, phone number, address and need in free text.
  • A summary of a long chat, so the sales manager doesn't have to read the whole conversation.
  • Suggesting a category and the sales manager to handle it.
  • A draft first reply that a person reviews and sends.

Integrations

Our principles

  • First we map every channel your enquiries come from.
  • Store first, process next: failed attempts are retried, and if a channel goes quiet, the system raises an alert.
  • Before switching a channel on, we test it with a marked test enquiry.
  • We agree the assignment rules with your sales managers.
  • We monitor every channel continuously.

Examples of our work

Enquiries from every channel and email conversations – in the CRM

2026

Enquiries from website, Facebook, Instagram and Google Ads forms reach the CRM once, and each one shows the full email conversation.

Spam is flagged automatically, and a real enquiry is never lost.

Node.js / TypeScript, AWS API Gateway, SQS, Terraform

Online shop with an AI assistant and a customer portal

2026Launching

A new website and online shop with an AI assistant: orders, enquiries and chats go straight into the CRM.

Every old address was kept or redirected, and AI chats enter the same enquiry pipeline as completed forms.

Next.js, TypeScript, MongoDB, language model

Questions and answers

We already use a different CRM. Will this work?

Yes. We deliver the leads into the CRM you already use, through its API. If you don't have a suitable system yet, we can implement a CRM with a mobile app for your team.

What happens if the CRM is down at the time?

Nothing is lost: the enquiry is stored at once and waits in a queue. When the CRM is back, the leads are delivered automatically, each exactly once.

Can AI delete a real enquiry as spam?

No. AI only marks an enquiry and never deletes it, so marked enquiries can always be reviewed and, if needed, unmarked.

All solutions

Let's count how many enquiries you lose today

A few sentences are enough – we'll reply and talk through how we could help.

Send an enquirycontact@helper.lt