Lavisho TT Lead Capture & Routing
Capture leads from web forms, email and WhatsApp with routing, SLAs, duplicate protection, a New leads inbox and source reporting.
What is Lead Capture & Routing in Lavisho TT?
Capture leads from web forms, email and WhatsApp with routing, SLAs, duplicate protection, a New leads inbox and source reporting.
Why teams need lead capture & routing
The problem
Disconnected records, manual handoffs and unclear access make it harder to keep sales and operations aligned.
How Lavisho TT solves it
Use connected customer records, company-scoped permissions and a traceable workflow in the same workspace. Availability follows your selected plan and provider setup.
Key benefits
Web forms
Capture from embedded HTML forms or iframe forms with validation, spam and rate protection.
Email-to-lead & WhatsApp-to-lead
Turn incoming messages into leads after the company connects and configures its own provider accounts.
Routing & contact SLAs
Assign leads using company rules, track first-contact deadlines and escalate overdue follow-up.
Duplicate protection
Match email and normalized phone numbers, and flag similar company names for review rather than silently merging them.
Lead Capture & Routing features in Lavisho TT
Web forms
Capture from embedded HTML forms or iframe forms with validation, spam and rate protection.
Email-to-lead & WhatsApp-to-lead
Turn incoming messages into leads after the company connects and configures its own provider accounts.
Routing & contact SLAs
Assign leads using company rules, track first-contact deadlines and escalate overdue follow-up.
Duplicate protection
Match email and normalized phone numbers, and flag similar company names for review rather than silently merging them.
New leads inbox & sources
Triage captured leads in one inbox and trace their source through conversion into customer and contact records.
How it works
- 1
Configure your company
An authorized admin chooses the relevant policies, roles and provider settings.
- 2
Connect the work
Use your existing customer, lead and activity records rather than separate copies.
- 3
Work within your access
Employees and viewers see only information their company authorizes.
- 4
Review outcomes
Use history and reports to follow up and refine the process.
Common use cases
- Sales teams coordinating customer follow-up
- Company admins managing accountable collaboration
- Managers reviewing their authorized team activity
Why choose Lavisho TT for lead capture & routing
- Connected to CRM and field activity in one workspace.
- Company-scoped access and auditable changes.
- 14-day free trial; pricing starts at $9 per user/month.
Lead Capture & Routing — frequently asked questions
Which capture channels are included in each plan?
Starter includes one web form and manual assignment. Professional adds unlimited forms, email capture and automatic routing. Enterprise adds WhatsApp capture and advanced routing. Email and WhatsApp require the company’s own provider account and completed configuration.
Related pages
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Related industries
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Glossary
- CRM
CRM (Customer Relationship Management) is software that organizes a company’s contacts, deals, and interactions with customers in one place.
Ready to connect your field team to your sales pipeline?
Start your 14-day free trial. No credit card — a real person reviews and activates your workspace, usually within one business day.