Lead management
Never lose track of a lead again
Every enquiry — ad, form, WhatsApp, call, referral or import — becomes a tracked lead with a source, an owner and a next step. Louma handles capture, routing and qualification so your team only has to handle the conversation.
New lead 8 · $41k
Contacted 12 · $73k
Appointment 6 · $58k
Proposal sent 5 · $112k
Why it matters
Leads don't get lost. They get forgotten
No one decides to ignore a lead. It arrives while the salesperson is on a call, gets a quick reply from a personal phone, and then a busier lead pushes it out of memory. Three days later it's cold.
Lead management in Louma is about making that impossible: every lead has an owner, a timer and an automated follow-up from the moment it arrives.
Enquiries in five inboxes Website form, Meta, WhatsApp, email, missed calls — none of them talking to each other.
Unclear who's handling what Two salespeople call the same lead; three others call nobody.
Qualification done by phone Reps spend time on prospects who were never a fit.
No idea of the drop-off You know how many leads came in. You don't know where they went.
How Louma handles it
Capture, route, qualify, follow up — automatically
Lead management is where Louma's automation earns its keep. Here's what happens without anyone pressing a button.
Capture from every source
Forms, landing pages, Google Ads and Meta lead forms, WhatsApp, inbound calls, email, chat and imports all create leads with source attached.
Route by rule
Round-robin, territory, product, language or availability. Assignment is instant, visible and fair — and it can reassign if a lead isn't contacted in time.
Qualify before the call
Qualification forms and surveys, tags and lead scoring where it's genuinely useful, so salespeople prioritise real buyers.
First response in minutes
Automated email, SMS or WhatsApp goes out immediately, with a booking link, while the salesperson is notified.
Follow-up that doesn't stop
If there's no reply, Louma tries again on a schedule you set. When they reply, the salesperson gets a task.
Full history, always
Every touch — automated or human — is on the lead's timeline. Handovers don't lose context.
What's included
What lead management includes
Included in every membership. Routing rules, qualification forms and follow-up sequences are built during implementation.
- Contact management
- Smart lists & segmentation
- Tags & custom fields
- Lead source & attribution
- Lead qualification forms & surveys
- Lead scoring (where appropriate)
- Automated assignment & round-robin
- Import & database management
- Duplicate management
- Lead & activity history
- Speed-to-lead monitoring
- Reassignment rules
Who it's for
For any business where lead volume beats memory
Once you get more than a handful of enquiries a day, human memory stops working as a system. Louma's lead management is for real estate, clinics, home services, dealerships, schools, agencies and B2B teams that need every lead contacted quickly and consistently.
Connected to the rest of Louma
Leads flow into the sales CRM record, move through the pipeline, are contacted via the unified inbox, followed up by automation, and measured in reporting by source and salesperson.
In practice
What the manager sees at 9am
- Overnight: 14 new leads from ads, forms and WhatsApp. All assigned; all received an automated first reply.
- Six replied. Their salespeople have tasks due before 10am.
- Three haven't been contacted by a human within the one-hour rule — the manager gets an alert and can reassign in one click.
- Two were qualified out by the survey (wrong location) and tagged for a newsletter instead of a call.
Common questions
Which lead sources can Louma capture automatically?
Website forms and landing pages built in Louma, Google Ads and Meta lead forms, WhatsApp, inbound calls and missed calls, email, website chat, and imports. Other sources connect via webhooks or integrations.
How does automatic assignment work?
You choose the rule during implementation: round-robin across a team, by territory or postcode, by product or service, by language, or by availability. Rules can differ per pipeline and can reassign when a lead isn't contacted in time.
Does Louma do lead scoring?
Yes, where it adds value. Scores can be built from source, form answers, engagement and pipeline behaviour. For many businesses a simple qualification form is more useful than a numeric score — we'll recommend what fits.
Can I see how quickly leads are being contacted?
Yes. Response time is tracked per lead and per salesperson, with alerts to managers when a lead waits longer than your rule allows.
What about duplicate leads?
Louma detects duplicates on creation and import, and lets you merge records while keeping the full combined history.
See how Louma would work for your business
Book a 30-minute demo. We'll walk through your lead sources, your sales process and exactly what Louma would automate for you.