Lead Management Service

A healthy sales pipeline full of qualified leads

Once our amazing PAs, superpowered by our AI technology, have answered your calls, the support doesn't end here. We can do anything else you need us to: qualify leads, book demos and appointments, take payments, and even drop everything neatly into your CRM. All handled like we're part of your team, so your people can stay focused on faster conversation.

Smiling woman with headset surrounded by logos of business tools like Shopify, Salesforce, Stripe, and HubSpot.

We do all the heavy lifting during the call, so you can focus on qualified leads.

We'll qualify every inbound lead for you to track, giving you full visibility of what's working

Appointments are scheduled on your behalf, so you can concentrate solely on closing

We'll take payments over the phone for a seamless caller experience

Have leads dropped directly into your CRM system without lifting a finger

How our Lead Mangement Service works

Moneypenny PAs will answer your inbound calls

With all your company information at their fingertips, they have natural free-flowing conversations with your callers. By capturing all of the details you deem important and asking the right questions, they'll pre-qualify your leads there and then.

Smiling woman wearing a headset with phone icons connected by lines symbolising call handling.

During the call

By using your preferred booking software, we can schedule appointments or demos directly into your calendar whilst on calls. We can also securely take payments on your behalf, ensuring a smooth customer experience.

Man with headset against orange background, with a checkmark icon and empty boxes below.

Your leads are sent straight to your CRM system

Once the call is complete, all of the information we've gathered is instantly added into your CRM as a lead, giving your team everything they need in real time - and allowing them to focus on converting those leads into clients.

Woman with headset facing right with colorful line charts and percentage stats in background.

Flexible integrations to suit you

We offer plenty of ways to connect with your existing systems, from native integrations to third-party connectors like Zapier, or even direct links, we’ll help you plug in seamlessly.