From the ad click to won, on one timeline
Leads land in a Track with the clock running, Kaylee qualifies on WhatsApp, telecallers dial from the browser with a cadence that schedules itself, and the deal closes with a payment link in the chat. Nobody's enquiry goes untouched.
Meta lead ads in minutes ✦ Every dial recorded on the lead ✦ Payment links in the chat
The most guest-obsessed brands trust Lodgestory to power 50M+ conversations a year
BBingo Hotels
Leads don't wait for a rep to be free
A lead is one enquiry about one thing: it sits in a Track, the pipeline, with a stage, an owner, a score, a callback time and a record of every dial. The Track is the policy your telecallers never have to read: who a new lead belongs to, what happens after "did not pick", how many minutes until the first dial, and whether a dial at 9:40 pm is allowed.
- Untouched means never dialled, the one number that tells you whether a source is being worked.
- Stage and status never disagree: status follows the kind of stage, Open, Won, Lost or Junk.
- Assign on arrival or pool, with rules on source, type, a field, a UTM or the score.
New 3
Contacted 2
Visit booked 1
Won 0
From first DM to signed deal, without the back-and-forth
Catch the lead where it starts
Meta lead ads on Facebook and Instagram become leads in minutes, with attribution. WhatsApp, Instagram, web chat and calls land on the same record.
Learn moreQualify on contact
Kaylee asks for dates, headcount and budget on WhatsApp, checks availability through your tools, and books the visit or hands over.
Learn moreDial from the browser, at pace
Click-to-call on any lead, a cadence that schedules retries, and paced sessions or outbound campaigns for volume.
Learn moreClose in the chat
A Razorpay payment link from the composer, with authorisation, capture and refund events on the conversation timeline.
Learn moreEvery dial kept. Every retry scheduled.
A telecaller works the queue in the browser softphone. Each outcome sets the next action: "did not pick" follows the Track's cadence for that reason, with attempts per day and a stage to land in when the cadence is exhausted. Every attempt is one row: who dialled, when, connected or not, the outcome, talk and wrap time, the stage at that moment, and the recording. The compliance gate checks the calling window and do-not-call on every dial, and writes its verdict to the audit trail.
- Progressive, power or predictive sessions from the team wallboard, under the 3% abandoned-call limit.
- First-response SLA: minutes to the first dial, then notify, reassign or both.
- Outbound campaigns at 1 to 20 calls per second, customer-first or agent-first, up to five retries.
Dial attempts
Outcome
Compliance gate
Book the visit, send the link, mark it won
Kaylee or the rep books the site visit from the conversation. When the guest says yes, a Razorpay payment link goes into the same chat from the composer, with an amount, a description and an expiry. Authorisation, capture, failure and refund events flow back onto the conversation, the lead moves to a Won stage, and the status follows. Meta hears the Purchase through the Conversions API, keyed to the ad click that started it.
- Payment links on any text channel, minimum ₹1, India only today.
- Lead signals back to Meta: LeadSubmitted, QualifiedLead, Purchase with an amount.
- One submerchant per outlet or brand, with live KYC status.
On the lead
Solutions for every team on the floor
One queue, next lead ready
Due today, overdue and untouched as quick chips; the dialer hands the next lead over with the script and the outcome form.
The conversation before the call
What Kaylee already asked and answered on WhatsApp, on the lead, before you dial.
Outcomes that set the calendar
Pick the reason; the cadence books the retry and the follow-up.
Calls recorded on the lead
Every attempt with talk and wrap time, and the recording when it went through the softphone.
Who was never called
The Untouched count per source, first thing on a Monday.
SLA on the first dial
Minutes from creation to first attempt, with notify, reassign or both when missed, and a stale rescue.
Paced sessions
Start a progressive, power or predictive session from the wallboard; the server dials under the abandonment limit.
Dials, connects, won and lost per agent
In the Agents table, for today, yesterday or any range up to seven days.
Attribution on every lead
Campaign, ad set, ad, form and platform from Meta, available to rules, scoring and reports.
Signals back to Meta
Report which click-to-WhatsApp leads turned out to be good, so Meta optimises for them.
Retarget by stage
A campaign to everyone who read but did not reply, or everyone who visited but did not book.
Reports as CSV
LEAD and LEAD_ACTIVITY exports with the list's own filters, through the page or the API.
In practice
One lead, from Instagram to a paid site visit
A villa operator runs a winter campaign on Instagram. A submission lands as a lead in the Villas Goa Track within minutes, assigned by rule to the Goa pool with a 15-minute first-dial SLA. Kaylee has already asked for dates and headcount on WhatsApp. Riya dials from the browser, books the site visit, and drops a payment link for the booking deposit into the same chat. The lead moves to Won, the recording sits on it, and Meta hears the purchase.
Compliance checked on every dial
Calling windows, do-not-call verdicts and retry caps are evaluated at dial time, not once at import, and every answer is written to an audit trail. Lead calls are always recorded, and leads, dials and recordings are scoped to your organisation in the region you choose.
Visit the trust centerGuides for the sales floor
One policy document your telecallers never have to read.
Connect the Page, map the questions, switch the form on.
Thousands of compliant, recorded calls at a predictable rate.
Ready to work every lead, not just the ones that call back?
Create one Track, connect a lead form and dial the first lead from the browser today.
Questions, answered
The things sales leads ask before they move the floor.
The CRM run as a sales floor: leads from Meta lead ads, WhatsApp, Instagram, web chat and calls sit in a Track with a stage, an owner, a score, a callback time and every dial attempted; Kaylee qualifies on contact; telecallers dial from the browser with a retry cadence that schedules the next attempt; outbound campaigns dial lists at a set pace; and payment links in the chat close the deal with status flowing back onto the conversation.
A Meta Instant Form submission becomes a lead in minutes, in the Track you chose, assigned by the Track's rules, with campaign, ad set, ad, form and platform attribution on it. Leads also arrive from any conversation, from a CSV, or from your systems. Nothing is lost silently: a form that is switched off keeps submissions for 90 days.
The lead, the WhatsApp thread, the calls and the payment are one record. A telecaller sees the conversation Kaylee already had before dialling, the recording lands on the lead, and the stage and status never disagree because status follows the kind of stage a lead enters.
Either a pool, where a new lead waits for whoever pulls next, or assign on arrival, where the Track's rule chain picks an owner immediately from the source, the lead type, a captured field, a UTM parameter or the score, with a mandatory default owner.
The Track's retry cadence for that outcome decides when the lead comes back, how many attempts in total and per day, and where the lead lands when the cadence is exhausted. A first-response SLA says how many minutes from creation to the first dial and what happens when it is missed. A compliance gate checks the calling window and do-not-call on every dial.
Yes. Progressive, power or predictive sessions start from the team wallboard, paced under the 3% abandoned-call limit. Outbound campaigns dial a list at 1 to 20 calls per second through a pool of numbers, customer-first or agent-first, with up to five retries and do-not-call checked on every single dial.
Dials, connects with connect rate, talk and wrap time, leads worked, won and lost per agent in the Agents table, the Untouched count that shows whether a source is being worked at all, and the LEAD and LEAD_ACTIVITY reports as CSV.
With Razorpay connected, any team member drops a payment link into WhatsApp, Instagram, Messenger, email or web chat, and authorisation, capture, failure and refund events flow back onto the conversation timeline. India only today.