Client Portal Feature

Unified Lead Management CRM

Stop losing leads in scattered spreadsheets. The Unified Leads Hub brings together prospects from Facebook, Google Ads, website forms, and manual CSV imports into one dashboard. Monitor pipeline stages, track lead scores based on profile fit and buyer intent, and automatically assign contacts to nurture workflows.

Challenges We Solve

Transforming complex problems into seamless automated workflows.

Leads from multiple channels are scattered across platforms

Downloading leads manually from Meta Ads Manager, copying form submissions from email, and updating a CRM is slow and leads to missed prospects.

  • All leads synced automatically into a unified contact table
  • Attribute lead source (Meta, Google, Organic) automatically
  • One central inbox for all prospective customer details

Calling cold or unqualified leads wastes sales team time

Without automated lead scoring, your sales reps call every contact in the order they arrived, wasting time on dead numbers or low-intent prospects.

  • Intent and Fit scoring (0-100) calculated dynamically
  • Automated promotion to MQL and SQL based on score thresholds
  • Identify and prioritize high-value prospects instantly

Key Features

Powerful tools built specifically to accelerate your growth.

HubSpot-Style Pipeline Bar

What this means for you: Complete visibility over your acquisition pipeline.

Visualise your lead counts across lifecycle stages: Subscriber, Lead, MQL, SQL, Opportunity, and Customer. Reconcile conversions instantly.

  • Lifecycle progress bar shown on every screen
  • Automatic stage promotion as leads engage
  • Filter by acquisition channel and date ranges

Dynamic Segment Builder

What this means for you: Hyper-targeted marketing campaigns that convert better.

Filter your contacts by location, campaign source, lead score, or engagement history, and save them as active segments for outreach.

  • Filter leads by complex condition rules (AND/OR)
  • Segments update automatically as new leads match rules
  • Direct integration with email and SMS automation workflows

Automate your lead nurturing

By syncing lead capture, scoring, and workflow assignment, the CRM removes the manual admin from sales follow-up.

  • Immediate lead capture removes manual entry delays
  • Lead scoring prioritizes warm prospects automatically
  • Segments link directly to nurture flows
  • Direct export of pipeline data for reviews

Real-World Scenarios

Prioritising daily sales calls

"You open the CRM in the morning. Instead of sorting through a long list, you filter by 'SQL' (Sales Qualified Lead, score >= 70). You see 8 warm leads that filled out forms last night."

Outcome: Your sales team focuses calls on hot prospects, securing 4 appointments before noon.

"We integrated our Meta Lead Forms with the CRM. Leads land in our dashboard instantly, get scored, and our sales team calls the hot ones within minutes. Our appointment rate increased by 40%."

Priya Sharma

Finance Director, Northbridge Consulting Ltd

Got Questions?

Everything you need to know about the product and billing.

How do Facebook/Meta leads sync?

We connect directly to Meta Lead Ads via webhooks. When a user submits a form on Facebook or Instagram, the contact is created in your portal in real time.

Can I import leads from my old CRM?

Yes, you can upload CSV files and map columns to contact fields. The importer validates email formats and handles duplicates automatically.

Ready to Transform Your Unified Lead Management CRM?

Join businesses already managing their operations on our platform and experience efficiency on a new level.

Unified Lead Management CRM | ByVeya Client Portal | ByVeya Labs