Create a focused enquiry workflow for consultation-led businesses, with structured lead capture and appointment follow-up.
The page focuses on the actual enquiry-to-sale workflow rather than generic CRM features.
A repeatable workflow that starts with one capture source and ends with structured lead management and sales activity.
Create one Insta Leads capture source and publish it through website embeds, social links, QR codes and supported lead sources.
Collect the information your team needs to understand the enquiry and prioritize follow-up.
Keep conversations and reminders connected to the lead instead of relying on scattered notes.
Move qualified opportunities through the relevant pipeline and team workflow.
Where applicable, continue from opportunity to quotation, invoice and payment.
Track progress toward the business outcome that matters: appointment, booking, admission or sale.
The initial playbooks seed the lead form with fields relevant to the selected business type.
Included as part of the industry-specific starting configuration where the playbook is available.
Consultation Enquiries
Start with Insta Leads and move from enquiry capture to structured follow-up and sales management.
Start with Insta Leads