VutesaLead Capture
Leads come from everywhere people engage. Upward records them all in one CRM with the source that brought them in.
Every touchpoint is a way in
You do not choose one funnel. Anything a person does on a page you share can start a record.
- Bio/Profile Page: Contact Me and booking
- Meetings: booked, rescheduled, cancelled
- Events: registrations with their answers
- Tracked links and QR codes: clicks tied to the person
- Facebook Page comments and reactions
- Imports from CSV or XLSX
Source on every record
Each lead keeps where it came from, and you can filter and report by source. Use source tags on embeds to separate campaigns.
- Source and labels on leads and contacts
- Filter the Leads and Pipeline views by source
- Use source as a Dynamic Audience rule
Booking history, not just a name
A booking writes the meeting detail to the lead and the contact. A reschedule or cancellation adds a new entry, so the history is true.
- Meeting booked, rescheduled, cancelled and updated
- Answers to your meeting questions
- Attendee timezone
Facebook Page activity
Comments and reactions on your connected Facebook Page become CRM leads and activity history, with the original post available to preview.
- Lead created or updated from the interaction
- Read-only history of the post
- Only the Pages you connect
Bring your existing list
Import CSV or XLSX with a column-mapping step and a preview, or connect GoHighLevel in CRM Settings. Merge duplicates deliberately, with a primary record you choose.
- Imports create leads, contacts optional
- Merge keeps references and history
- Labels map to leads, tags to contacts
Instant follow-up
You are notified when someone arrives. From the record you can email, text, schedule, or put them into a Journey. Vutesa drafts a first message from what the person did.
- Notifications for new leads
- Email and SMS from the record
- Journey triggers on label or stage
How it works
Share
Put your Bio page, booking link, form or event link where people are.
Capture
Each interaction creates or updates a record with its source.
Qualify
Add labels, values and notes, move the stage.
Follow up
Message, schedule or automate from the record.
What's included
Multi-source capture
Pages, bookings, events, links, Facebook and imports.
Source attribution
The source stays on the record.
Notifications
Know when a lead arrives.
Merge and clean
Combine duplicates without losing history.
Imports
CSV, XLSX and GoHighLevel.
Next step built in
Email, SMS, activity and Journey from the record.
How Upward is different
Frequently asked questions
What creates a lead automatically?
Bookings, Contact Me and embedded forms, event registrations, tracked link clicks, Facebook Page activity and Vutesa chat bookings.
Will I get duplicate records?
You can merge duplicates and choose the primary record, with references and history carried over.
Can I see where a lead came from?
Yes. Source is on every record and is a filter and audience rule.
Can I import leads I already have?
Yes. CSV or XLSX with mapping, or GoHighLevel from CRM Settings.
Do I need Zapier?
No. Capture is built in, and developer APIs are available when you need to connect other systems.
Related
Forms
Collect what you need on your page, on your own website or at booking, and send every answer to the CRM.
CRM
A CRM that fills itself from every touchpoint. Leads, contacts and companies, a pipeline you can shape, and one timeline per person.
Scheduling
Let people book you from your Bio/Profile Page, a direct link or a chat, with availability you control and a CRM lead for every booking.
Events
Run public and private events with registration, QR passes and reminders, and send every registrant into your CRM.
Tracked Links
A normal link gets someone from one place to another. A Tracked Link also tells you whether it was opened, when, from where, and, if you made it for a person, by whom.
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