The same prospect does not become three records in three different systems. The form, the chatbot, the brochure, the page views, the article they engaged with — all of them point into one record on your dashboard.
Inquiry form
Chatbot
Brochure download
Page views
Sanity engagement
Email merge
The unified lead record
One row · scored · pipelined · attributable
01 · What gets logged
Page views, scrolls past 80 percent, form fills, chatbot questions, brochure downloads, mortgage calculator runs, articles they engaged with. Each one gets a timestamp and a link back to the prospect. Anonymous actions get attributed retroactively when they fill out a form.
02 · How we know it is the same person
A visitor browses your site anonymously for three weeks. They fill out a form. Their previous sessions retroactively link to them. They come back, the chatbot recognizes them, picks up where the last conversation left off. One row from anonymous to closed deal.
03 · What your sales team sees
Open a lead in the dashboard. The Activity tab shows the entire timeline. The Score tab shows the score with the events behind it. The Form Data tab shows every field across every form they touched. The Notes tab is the running internal log. Four tabs. One row. No tool-switching.
Every action on your site has a points value. Form fill, brochure download, mortgage calculator run, return visit. Points add up, old activity counts a little less, and you see the math behind every score. No black box.
Composite
93
Hot
Event
Source
Points
Decay
Inquiry form submitted
form
+20
1.00x
High-value budget band
enrichment
+15
1.00x
Chatbot lead capture
chat
+25
1.00x
Brochure downloaded
event
+15
1.00x
Returned within 14 days
behaviour
+10
0.95x
Buying signal · timeline
enrichment
+8
1.00x
Forms, chatbot conversations, gated downloads. The same prospect does not become three records in three systems. Email is the link.
0 to 100, with every event that contributed points visible in the dashboard. Your sales team can see exactly why a lead scored what it scored. No black box.
Score bands map to a clear next action. Hot leads route to your sales lead's WhatsApp. Warm leads queue for a personal email. Cold leads stay nurturable.
Every action a prospect generated, in the order it happened, with timestamps and the page each one happened on. Even the anonymous activity from before they identified themselves.
New, contacted, qualified, won, lost. Manual moves or rule-based. Built like a CRM kanban, inside the dashboard, with the lead's full story one click away.
When a prospect fills a form, your dashboard shows them within two seconds. No refresh. No waiting for the next sync. Hot leads route to your sales team immediately.