Scalr | Lead Management

Lead Management, In Action

A closer look at how a lead actually moves through Scalr, from first contact to booked trial.

How Leads Get In, All In One Place

Meta and Instagram ads, your website, or added manually, every lead lands in Scalr the same way. Each one gets a behavioural profile, so you always know where they came from and can follow up smarter. Build lists segmented by tags, date or source, and target exactly who you need.

Leadsi
Trial Journey Negotiations Leads
NameLead SourceSince CreationPhoneNotes
Eric HowellHIIT Summer Shred — IG Ad 9 days ago +44 7891 512455
Kathy SanchezReformer Google 12 days ago +44 7891 512455
Your Sales Funnel, Prioritised

Nurturing leads happens in one funnel, sorted by who needs a call today. Set a next step once, and Scalr reminds the team automatically when it's due.

Open Task — Kathy Sanchez
Wants to start next month
Follow up call
📅 Sep 28Upcoming
Sales Funnel · Leads
OpenClosed
Eric HowellHot Lead
Kathy SanchezCommitted
Richard RodgersInterested
Lead Messaging & Automations

Automations fire on behavioural triggers, or send manually for a personal touch. Build custom templates once, use them everywhere, no chasing, no guesswork.

Multichannel Outreach
SMS WhatsApp Email
New lead comes in
Instant welcome email
No booking after 3 days
Automatic SMS follow-up nudge

Every lead gets captured, prioritised and followed up automatically, from the first click to the booked trial, so your team spends less time chasing and more time closing.

See Your Trial Conversion Potential →

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