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Lead capture
Revenue acquisition
Capture the information needed to qualify and route each prospect, while preserving source, consent and campaign context for later reporting.
Part of Sales
Bring forms, booking journeys, trigger links and inbound lead sources directly into the sales process.
01
Shorter response and follow-up times
02
Consistent qualification and stage governance
03
Clear pipeline, forecast and rep accountability
What it covers
PilotOS brings the workflow, context and management visibility together. Teams spend less time reconstructing what happened and more time moving the work forward.
01
Embeddable forms and conversion journeys
02
Booking pages and tracked trigger links
03
Inbound source and campaign attribution
04
Automatic routing, deduplication and follow-up
Built for day-to-day operations
Keep lead capture activity connected to the merchant, partner and commercial records your teams already use.
Assign every action, review and exception to a named person or team, with priorities and due dates visible.
Apply permissions, approvals and escalation rules wherever commercial or operational authority matters.
Move from summary measures into the underlying records, decisions and activity without rebuilding the story manually.
From design to operation
Discover
Understand the current lead capture process, its systems, owners and points of friction.
Configure
Set the data, workflow, permissions, communications and management controls around agreed requirements.
Validate
Run real operating scenarios with the people who own the process and resolve exceptions before rollout.
Review
Measure adoption and outcomes, then refine the operation as volumes, products and responsibilities change.
Designed for
Sales leaders
Business development teams
Commercial operations
Each team sees the information and actions relevant to its responsibility, while management retains one view of performance and control.
Frequently asked questions
Yes. PilotOS is configured around your stages, responsibilities, terminology and controls. The objective is to improve the operating model without forcing teams into an unfamiliar generic process.
Yes. Lead capture works with the same merchant, partner, communication and reporting records used across sales and the wider platform.
Role-based permissions, tenant boundaries and approval rights determine what each user can see and do. Material activity is retained in the operational history.
We start with the highest-value lead capture journey, agree the data and controls it needs, then configure and validate it with the people responsible for the process.
Also in Sales
We will review the current process, identify the most valuable improvements and demonstrate the relevant PilotOS workflow using your priorities.