FIVE-Star Rated Globally For

Quality Lead Generation and Marketing for Any Type of Business

Book more appointments seamlessly and increase conversions with our hands-free lead generation and booking platform PLUS our digital marketing expertise.

AGENT AI CHAT BOT

FOR LEAD QUALIFICATION

FIVE-Star Rated Globally For

Quality Lead Generation and Marketing for Any Type of Business

Book more appointments seamlessly and increase conversions

with our hands-free lead generation and booking platform

PLUS digital marketing expertise.

AGENT AI CHAT BOT

FOR LEAD QUALIFICATION

Best for Companies in:

INSURANCE

SOLAR & RENEWABLES

FINANCIAL SERVICES

HOME IMPROVEMENT

REAL ESTATE

WELLNESS

And more!

Best for Companies in:

INSURANCE

SOLAR & RENEWABLES

FINANCIAL SERVICES

HOME IMPROVEMENT

REAL ESTATE

WELLNESS

And more!

Strategise for Exponential Growth

Access the secrets of successful digital marketing strategies. Stop wasting your resources and grow your business exponentially with just a click.

Retain and Delight Your Clients

Elevate your marketing and sales with our all-in-one platform. Save time and money, streamline your processes, and focus on what matters most: your customers.

Scale Your Business to New Heights

Our team of experts will automate your marketing process and maximise conversions. If you don't have a marketing system in place yet, we'll build one for you.

Strategise for

Exponential Growth

Access the secrets of successful digital marketing strategies. Stop wasting your resources and grow your business exponentially with just a click.

Retain and Delight

Your Clients

Elevate your marketing and sales with our all-in-one platform. Save time and money, streamline your processes, and focus on what matters most: your customers.

Scale Your Business

to New Heights

Our team of experts will automate your marketing process and maximise conversions. If you don't have a marketing system in place yet, we'll build one for you.

The Best of Both Worlds: AI + HUMAN Lead Generation

"Unlock limitless potential with our unique fusion of AI precision and human expertise in lead generation. It's the winning combination that drives results and ensures your business stays ahead."

The Best of Both Worlds:

Artificial Intelligence + HUMAN Lead Generation

"Unlock limitless potential with our unique fusion of AI precision and human expertise in lead generation. It's the winning combination that drives results and ensures your business stays ahead."

Manage Leads All

in One Place

Elevate your lead management with our all-in-one platform. Access, organize, and nurture your leads seamlessly in a single central hub. No more juggling between tools, just streamlined, efficient lead management at your fingertips. WE SET YOUR FULL SYSTEM UP FOR FREE ON YOUR DEMO!

Manage Leads All in One Place

Elevate your lead management with our all-in-one platform. Access, organise, and nurture your leads seamlessly in a single central hub. No more juggling between tools, just streamlined, efficient lead management at your fingertips. WE SET YOUR FULL SYSTEM UP FOR FREE ON YOUR DEMO!

Engage with Customers

and Prospects 24/7

Experience Intelligent Sales Activation and Customer Engagement through AGENT, I Need Leads' revolutionary chatbot, designed to revolutionise the way you do business. Powered by AI, AGENT is intelligent, human-like, and constantly learning. It is your trusted partner for enhancing customer interactions, generating leads, and boosting business success.

Engage with Customers

and Prospects 24/7

Experience Intelligent Sales Activation and Customer Engagement through AGENT, I Need Leads' revolutionary chatbot, designed to revolutionise the way you do business. Powered by Artificial Intelligence, AGENT is intelligent, human-like, and constantly learning. It is your trusted partner for enhancing customer interactions, generating leads, and boosting business success.

Build Without Burnout

Tailored digital marketing solutions for various sectors, from home improvement to real estate and beyond. Our proven platforms like our AI landing pages with funnel strategies, Facebook ads, Google ads, and TikTok ads empower your business to thrive, retain customers, and scale successfully.

Build Without

Burnout

Tailored digital marketing solutions for various sectors, from home improvement to real estate and beyond. Our proven platforms like our Artificial Intelligence landing pages with funnel strategies, Facebook ads, Google ads, and TikTok ads empower your business to thrive, retain customers, and scale successfully.

Build Without Burnout

Tailored digital marketing solutions for various sectors, from home improvement to real estate and beyond. Our proven platforms like our AI landing pages with funnel strategies, Facebook ads, Google ads, and TikTok ads empower your business to thrive, retain customers, and scale successfully.

Capture, Nurture and Close Leads Easily & Efficiently

"Effortlessly capture, nurture, and convert leads with our user-friendly tools. No more complex procedures or overwhelming jargon, just a simple and efficient way to turn leads into clients."

Capture, Nurture and Close Leads Easily & Efficiently

"Effortlessly capture, nurture, and convert leads with our user-friendly tools. No more complex procedures or overwhelming jargon, just a simple and efficient way to turn leads into clients."

Lead Management

With our all-in-one platform, lead management becomes a breeze. Easily acquire, organise, and nurture potential customers to boost conversion rates and grow your business effortlessly.

Automated Online Reviews

Automate the process of collecting online reviews to enhance your online reputation effortlessly. Showcasing positive feedback across various platforms elevates your credibility and attracts more customers

Booking Confirmations

Our automation takes care of booking confirmations for you. Say goodbye to no-shows and welcome a seamless experience for your clients, guaranteeing you a fully booked schedule.

Automated Follow Up

Our platform automates follow-ups, allowing you to nurture customer relationships effortlessly. This results in repeat business and improved customer satisfaction, all achieved with minimal effort on your part.

Efficient Communication

Our communication tools streamline interactions with leads and clients, saving you time and money. Engage your audience effectively with minimal resources and make the most of every conversation.

Multi-Platform Marketing

We simplify marketing across multiple platforms. From Google Ads to Facebook Ads, our platform optimises your marketing efforts, ensuring you reach a broader audience and maximise your results.

Lead Management

With our all-in-one platform, lead management becomes a breeze. Easily acquire, organise, and nurture potential customers to boost conversion rates and grow your business effortlessly.

Automated Online Reviews

Automate the process of collecting online reviews to enhance your online reputation effortlessly. Showcasing positive feedback across various platforms elevates your credibility and attracts more customers

Booking Confirmations

Our automation takes care of booking confirmations for you. Say goodbye to no-shows and welcome a seamless experience for your clients, guaranteeing you a fully booked schedule.

Automated Follow Up

Our platform automates follow-ups, allowing you to nurture customer relationships effortlessly. This results in repeat business and improved customer satisfaction, all achieved with minimal effort on your part.

Efficient Communication

Our communication tools streamline interactions with leads and clients, saving you time and money. Engage your audience effectively with minimal resources and make the most of every conversation.

Multi-Platform Marketing

We simplify marketing across multiple platforms. From Google Ads to Facebook Ads, our platform optimises your marketing efforts, ensuring you reach a broader audience and maximise your results.

Integrations

Effortless integration with your favourite tools and platforms (such as Google, Zapier, and Facebook Messenger), enhancing your workflow and productivity.

Pricing Plans

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STANDARD PLAN

$99

MONTHLY

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PREMIUM PLAN

$249

MONTHLY

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ENTERPRISE PLAN

$$$

MONTHLY

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What Type of Leads Are You Looking For?

Answer the quick survey! Your answers will help us tailor our lead generation services to your specific needs. We're committed to serving businesses across all industries.

What Type of Leads Are You Looking For?

Answer the quick survey! Your answers will help us tailor our lead generation services to your specific needs. We're committed to serving businesses across all industries.

Some of the Businesses We Work With

What Our Clients Say About Us

Industry Recognitions:

What Our Clients Say About Us

Industry Recognitions:

conversations

Mastering the Conversations Tab within Your CRM

September 26, 20242 min read

Mastering the Conversations Tab within Your CRM: Your Guide to Effective Lead Management

Let's dive into the heart of I Need Leads CRM: the Conversations tab. This powerful tool is your go-to place for all interactions with your leads. From sending messages to tracking appointments, the Conversations tab has it all.


conversations

Navigating the Conversations Section

First things first, let's break down the different sections you'll find here:

  • Unread: These are the conversations waiting for your attention.

  • Recent: Keep an eye on the latest conversations that have come in.

  • Starred: Mark important conversations for easy reference.

  • All: See a complete list of all your conversations, regardless of their status.

conversations tab

Filtering for Your Convenience

Need to find a specific conversation? The filter feature comes in handy. You can filter conversations based on message direction, message channel, and more. It's like having a personal assistant that helps you organize your inbox!

The View Pane: A Closer Look

When you click on a conversation, the view pane opens, giving you a detailed view. Here, you can:

  • See the contact's phone number.

  • Archive, star, mark as read, delete, or send messages.

  • Track the conversation history with timestamps.

  • And much more!

Messaging Made Easy

Sending messages is a breeze. You can:

  • Send SMS, email, WhatsApp, and Instagram messages.

  • Attach files for important documents.

  • Add emojis to make your messages more engaging.

  • Use pre-written templates to save time.

  • Even request payments directly from the conversation!

msg

Scheduling Messages and Using Custom Values

Want to send a message at a later time? No problem. Schedule your messages for a specific date and time. Plus, you can use custom values like contact names and appointment details to personalize your messages.

The Sidebar: Your Helpful Companion

The sidebar on the right side of the Conversations tab is packed with useful information:

  • Contacts: View and edit contact details, tags, and workflows.

  • Appointments: Book appointments directly from conversations.

  • Opportunities: Add leads to pipelines, define stages, and assign owners.

  • Custom Fields: Create and manage custom fields for opportunities.

Navigating the Conversations Menu

The Conversations menu at the top offers additional features:

  • Manual Actions: Keep track of tasks created by manual actions in your workflows.

  • Templates or Snippets: Save and reuse pre-written templates.

  • Trigger Links: Track link clicks and create automated actions based on them.

crm

The Conversations tab is a powerful tool within your I Need Leads CRM that can help you streamline your lead management process. By understanding its features and functionalities, you can effectively communicate with your leads, build relationships, and close deals.

Conversations Tab
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THE I NEED GROUP.

All rights reserved.

I Need Leads Limited is a company registered in England and Wales under company number 14241556. Registered office address: 128 City Road, London, EC1V 2NX.

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