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Lead pipeline

Lead management that runs itself.

Envoy captures every lead, qualifies it with AI, follows up on its own and books the appointment. Your team only steps in when a lead is ready to buy.

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Sales pipeline36 open leads · 4 stages
New lead18
Anjali M.
Lead Ad · 2BHK, KakkanadMeta ad
Rahul K.
Click-to-WhatsApp · pricing
Qualified9
Sara T.
Budget 80L · ready in 3 moHot
Vivek P.
AI call · 2m 41s summary
Visit booked6
Meera J.
Sat 11:00 · reminder queuedBooked
Won3
Thomas A.
Handed to sales · closed
How it works

Six steps. One record.

Every lead keeps one history across ads, chat and calls, so nobody asks the same question twice and nothing falls between tools.

01

Capture

Meta Lead Ads, Click-to-WhatsApp ads, Instagram and Messenger DMs, your website and inbound calls all land as one lead.

02

Qualify

The concierge answers from your knowledge base, asks your qualifying questions and fills custom fields and tags as it goes.

03

Nurture

Rules send approved WhatsApp templates, stage-entry messages and follow-ups, so no lead goes cold in silence.

04

Call

An AI voice agent calls new or cold leads, qualifies them out loud, and writes the summary into the lead.

05

Book

Appointments are booked in the chat, with automatic reminders before the slot and no-shows tracked.

06

Convert

Hot leads are routed to the right team with full context. Your people jump in, close, and push the stage forward.

Pipelines & stages

Stages that do work, not just sort.

In most CRMs a stage is a column. In Envoy, entering a stage changes what the AI says and does next.

Stage entry messages

Send a message the moment a lead reaches a stage, like a brochure on Qualified or directions on Visit booked.

Per-stage AI instructions

Add instructions for each stage, so the concierge qualifies early leads and confirms details with booked ones.

Handoff rules

Decide which stages bring in a human, and which team gets the lead when they do.

Custom fields & tags

Budget, location, course, treatment. Capture what matters to you and tag leads as hot, investor or returning.

Appointments & reminders

Book from the chat, send reminders before the slot, and track completed, cancelled and no-show visits.

Built for the team

Claim and release leads, add notes and a secondary agent, move leads in bulk, and take over any chat.
Automation rules

When this happens, do that.

Build follow-ups without code. Pick a trigger, add conditions, choose the actions. Rules run on every channel, around the clock.

When

  • First message from a new lead
  • A keyword, intent or pattern is detected
  • A lead enters a pipeline stage
  • An appointment is created, rescheduled or changes status
  • A CRM event arrives from your own system
  • A new conversation starts

If

  • The lead is in certain stages
  • It has, or does not have, a tag
  • A custom field equals or exceeds a value
  • It came from a particular channel
  • It is within business hours
  • The WhatsApp 24-hour window is still open

Then

  • Send a message or an approved WhatsApp template
  • Add or remove tags
  • Set a custom field
  • Move the lead to the next stage
  • Hand the conversation to a human
  • Assign it to a team
  • Schedule or cancel appointment reminders
Integrations

Keep your CRM. Or don't.

Envoy works as your lead CRM out of the box. If you already have one, event subscriptions push leads, conversations and stage changes to any webhook, with a delivery log and replay for anything that failed.

Every lead source, one pipeline.

See how Meta ads and AI calls feed the same pipeline.

Meta Lead Ads & Click-to-WhatsApp AI voice agents & call campaigns Pipelines by industry
FAQ

Questions, answered.

Something else on your mind? Email us.

What is AI lead management?

AI lead management uses AI to do the repetitive parts of working a lead: replying to the first enquiry, asking qualifying questions, recording the answers, sending follow-ups, booking a meeting and alerting a person when the lead is ready. Envoy does all of this across chat, Meta ads and phone calls in one pipeline.

How does Envoy capture leads?

Leads arrive from Facebook and Instagram Lead Ads, Click-to-WhatsApp ads, WhatsApp, Instagram DMs, Messenger, your website chat and phone calls. Each person becomes one lead record with every conversation attached.

Can I customise the pipeline stages?

Yes. Create pipelines with your own stages. Each stage can have an entry message, extra AI instructions, a handoff rule and allowed next stages, and stages can be marked as final.

What can the automation rules do?

Rules run when something happens, such as a first message, a keyword, a stage change or an appointment update. They check conditions like stage, tags, custom fields, channel, time of day or the WhatsApp 24-hour window, then send messages or templates, set tags and fields, move the stage, assign a team or hand over to a human.

Does Envoy book appointments and send reminders?

Yes. Appointments are created from the conversation and tracked as scheduled, completed, cancelled or no-show. Reminder templates send WhatsApp messages before the appointment automatically.

Can Envoy send leads to my CRM?

Yes. Event subscriptions send lead, conversation and stage events to any webhook URL, with a delivery log and one-click replay if your endpoint was down.

Can my team still work leads by hand?

Yes. Agents can claim and release leads, add notes, add a secondary agent, change tags and stages, move leads in bulk and take over any conversation from the AI.

Stop losing leads.
Hire your web concierge.

Connect your Meta ads, WhatsApp and website, train Envoy on your business, and let it answer, qualify and book every lead. Free to start, no credit card.

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