PeppitLabs / Services / Lead Hub
Stage 2 of the Lead Loop: KeepNever wonder what happened to a lead again.
We set up a CRM that catches every inquiry, tracks every deal and tells your team exactly what to do next.
Capture the lead, see the whole story, automate the follow-up.
- Form submittedContact page
- Contact created in the CRMStage: New lead
- Assigned to ArjunInternal alert sent
- Confirmation email and text sentAutomatic
- Call PriyaDue within 5 minutes
Getting the lead is only the start.
Most people don't buy on their first visit. Some fill out a form, some book, some send a DM, and some just leave. Without one system, those chances end up scattered across inboxes, spreadsheets, calendars and phones.
The moment someone reaches out, they should:
- Be added to your CRM
- Land in the right pipeline stage
- Get the right reply
- Alert the right teammate
- Have a clear next step
- Never be forgotten
Who they are, where they came from, what happened next.
Every contact record shows the full journey: the ad they clicked, the pages they read, the emails they opened, the texts and calls with your team. Better context means better conversations.
- Clicked a Google adLanding page: kitchen remodels
- Viewed pricing and services3 pages
- Saw a retargeting ad on InstagramClicked through
- Submitted the quote formAdded to New lead
- Two-way texts with Arjun4 messages
- Site visit bookedReminder scheduled
Every inquiry, one system.
Leads arrive from many places. They should all be handled in one.
- Website forms
- Landing pages
- Lead magnets
- Text
- Live chat
- Phone calls
- Social DMs
- AI agents
- Calendars
- Ad campaigns
- Reviews
- Referrals
- Checkouts
- Abandoned carts
See every deal at a glance.
A visual pipeline shaped around how you actually sell, with a version for service businesses and one for online stores.
Know where every lead is and what needs to happen next.
- New lead6 leads
- Contacted4 leads
- Call booked3 leads
- Proposal sent2 leads
- Won3 this month
Automate the steps people forget.
Once a workflow is built, it runs the same way every time, for every lead.
New-lead reply
Respond in minutes to every form, message or request.
Appointment reminders
Fewer missed calls with timely texts and emails.
No-show rescue
Reconnect and make rebooking easy.
Long-term nurture
Stay present with people who aren't ready yet.
Abandoned-cart recovery
Remind shoppers what they left behind.
Review and referral asks
Sent at the moment customers are happiest.
Team tasks
Every opportunity has an owner and a next action.
One system for leads, conversations and follow-up.
Contacts and history
A full record of every interaction.
Forms and capture
Site forms, landing pages, chat and booking wired in.
Calendars
Booking, confirmations, reminders, rescheduling and no-show follow-up.
Pipelines
Custom stages showing where each lead stands.
Unified inbox
Email, text, calls, DMs and chat in one place.
Workflows
Sequences, reminders, notifications and assignments.
Reporting
Lead source, pipeline movement, won and lost deals.
From inquiry to opportunity
The lead acts
A form, booking, message, download or checkout.
The hub records it
Contact, source, pages viewed and conversation saved.
The right stage
They're placed where they belong.
Follow-up starts
The right email or text sends and your team is alerted.
The deal stays visible
Until it's won or moved to long-term nurture.
Lead Hub questions
We already have a CRM. Do we need to switch?
Not necessarily. We'll review it and recommend keeping, fixing or migrating.
Will my team actually use it?
We build it around your sales process and train the people who'll use it daily.
Can you move our existing contacts?
Yes, migration is part of setup.
Does it work on mobile?
Yes, with an app for replies and updates on the go.
Every lead deserves a next step.
Answer four quick questions and we'll map a CRM and follow-up system around how you sell.