Lead management and marketing automation that tracks every enquiry to its campaign
Public forms, Meta Lead Ads and webhooks feed one lead record with source, campaign and ad set attached.
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Everything it covers
Select a feature to see it in action. All data shown is illustrative.
- Ad form submitted
- Campaign and ad set stored
- Lead moves to visit
- Booking linked to source
Where a lead comes from, and where it goes
Illustrative sample dataWhere a lead comes from, and where it goes
Sample data only. This shows how the work moves, not real figures.
The problem with lead capture and nurturing
Marketing spends on ads and portals, but enquiries arrive in five places and reach sales hours later. Nobody can say which campaign produced the visits and bookings.
How teams use it day to day
New launch campaign
Leads from a launch ad land in the pipeline with campaign details, ready to assign.
After-hours enquiries
Automations with business-hours awareness queue a follow-up for the morning.
Weekly marketing review
Marketing compares sources by recorded visits and bookings, not by clicks.
Why Propto CRM for lead capture and nurturing?
Your brand on lead capture and nurturing
Propto CRM runs under your name, so buyers, partners and staff see your identity and not ours.
Workflows matched to lead capture and nurturing
Pipelines, forms, roles, rules and templates are configured around how you already work, instead of bending your process to someone else’s menu.
No per-user pricing
Add the people who need access without a per-seat conversation. A one-time investment option exists. Hosting, AI usage, telephony and messaging are separate, and terms are set out in a written proposal.
Connected with the rest of the business
Lead capture and nurturing share one record with Sales & Pre-Sales Management, WhatsApp API & Automation and Business Reports & Analytics, so nothing is retyped between tools.
AI for routine work
AI Copilot and AI SDR agents assist with lookups and follow-up once an AI provider is configured. Changes wait for approval, and people stay in control.
What does waiting cost you?
Tick what sounds like your week. There is no score, only a conversation starter.
Bring your existing data with you
We help move lead capture and nurturing from spreadsheets or another CRM, without promising miracles.
Look at what you have and what is worth moving.
Map fields and flag cleanup.
Import a sample and check it with your team.
Plan the cut-over, training and a pilot.
- White-label under your brand
- Customised to your workflow
- No per-user pricing
- One-time investment option
Hosting, maintenance, AI usage, telephony, WhatsApp and other third-party services are separate. Scope and terms are confirmed in a written proposal.
Questions we hear
Which lead sources connect?
Meta Lead Ads, public forms and tokenised webhooks for other sources. WhatsApp enquiries are captured through the shared inbox. Each connection runs on your own provider account.
Can we see which campaign worked?
Yes. Source attribution and funnel reports use the campaign data recorded on each lead.
Does automation replace the team?
No. Automations handle repeatable steps such as assignment and reminders. People still talk to buyers.
Book a personalised demo
Tell us about your business. We will contact you to understand your workflow.
Thank you. We have your request.
A Propto CRM team member will contact you. Nothing is booked until we confirm a time with you.
Related reading
A Lead-to-Booking Workflow for Plotted Developments
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Site Visit Management: From Enquiry to a Recorded Outcome
A practical guide to site visit management for real estate teams: scheduling, confirmations, no-shows, outcomes, follow-ups and what to measure.
Real Estate Lead Generation: Channels Worth Tracking
Real estate lead generation channels worth tracking: Meta ads, website forms, WhatsApp, referrals, walk-ins and channel partners.