One source of context
Every lead, customer requirement and conversation belongs to a connected customer story.
THE CONNECTED SALES WORKSPACE
Every lead has
a next chapter.
Bring your leads, conversations and teams together. From the first enquiry to the final handshake, give every opportunity the attention it deserves.
Your workflow. AI optional. One lead-to-sale journey
LEAD MANAGEMENT, CONNECTEDEvery enquiry. A clear next step.
CaptureQualifyAssignClose
OBNEW WEBSITE ENQUIRYOlivia BennettFollow-up requested
HUMAN OWNER ASSIGNEDSophie WilliamsNext step: discovery call
One connected experience.
Calls
Email
Social media
Your website
LESS CHASING. MORE CONNECTING.Your entire sales day.
Your entire sales day.
Finally, in one place.
A calm, connected workspace built around what your team needs to do next. See the opportunity, understand the context and keep moving.
leadvera.YOUR OPPORTUNITIES, ORGANIZED
A little clarity goes a long way.
New enquiries24 Today
Ready for a conversation12 Qualified
Next steps scheduled18 This week
LeadSourceStageOwner
Start with the next best action.
Follow-ups, assignment requests and conversations that need a human.
A visible next step
Clear ownership, deadlines and follow-ups keep good opportunities from going quiet.
Room for your whole team
Sales, managers and AI agents share a workflow, with the right controls for each role.
FROM FIRST HELLO TO CLOSED WONA thoughtful journey.
A thoughtful journey.
At every stage.
Build a repeatable process around your customers, with flexible stages and purposeful handoffs.
Every enquiry. One clear starting point.
Bring your calls, emails, social messages and website enquiries into a shared lead workspace. Keep the original source, customer intent and requirements together.
NEW LEADSample
Olivia Bennett
Website enquiry · Book a demo
“Can we book a call to discuss the right plan for our team?”
Ready to qualifyEverything in context
YOU CHOOSE HOW YOUR TEAM WORKSYour workflow.
Your workflow.
AI optional.
Run the entire CRM with your people and reliable rules. Add AI where it helps, switch it off where it doesn’t, and keep every lead moving either way.
FOR YOUR PEOPLE
More context.
Better conversations.
A complete human-led CRM from first enquiry to sale. Give agents the context, tools and reliable workflows they need, with no AI required.
- Manual qualification and rule-based routing
- Conversations, meetings and follow-up rules
- Full pipeline, ownership and reporting
SWECJM
A team with a shared picture.Human agents · Teams · Managers
AN OPTIONAL LAYER
Useful assistance.
Thoughtful boundaries.
Enable AI for selected tasks, agents or teams. Keep control with approval steps, operating limits and a human fallback whenever AI is off or unavailable.
- Optional qualification, summaries and drafts
- Human approval and configurable handoffs
- Fallback routes that keep work moving
AI can assist
SWPeople connect
Optional by designMEET LEADS WHERE THEY AREFour ways in.
Four ways in.
One way forward.
Your customer chooses the channel. Your team gets a consistent, organized workflow.
BUILT AROUND YOUR ORGANIZATIONThe big picture.
The big picture.
And the important details.
Give every team the workspace they need, with a considered foundation for enterprise operations.
Roles & access
Design access around responsibility, teams and assigned records.
Routing & ownership
Define assignment rules, fallback owners and response expectations.
Activity & accountability
Review changes, handoffs and operational history in one place.
Your process, configured
Shape pipelines, custom fields and workflows around the business.
A LITTLE MORE CLARITYGood questions.
Good questions.
Straight answers.
Take a closer look at how the workspace fits together.
Visit the Help centreAbsolutely. Lead intake, manual qualification, rule-based assignment, shared conversations, tasks, meetings, sales pipelines and reporting work as a complete human-led workflow. AI is an optional layer that you can enable by task or team. If AI is unavailable or disabled, ownership and follow-up continue through your configured human fallback.
Yes. The interface separates human agents, AI agents and hybrid teams. Routing can qualify a lead with AI, assign an available sales or property agent, or request a human handoff. Permissions, review steps and capacity settings are designed into the workflow.
The workspace covers intake, lead and contact records, qualification, assignment, conversations, tasks, viewings, properties, opportunities and closed sales. Managers can review team performance, attribution, workload and pipeline health.
A unified customer record brings the source, owner, requirements and conversation history together. The data management experience includes import review and duplicate management so teams can resolve overlapping records deliberately.
Yes. Five roles, from owner to viewer, are checked on the server for every request, with workspace settings, teams, configurable assignment rules and an audit trail of every change.
A workspace and your team. Leads arrive from calls, email, social media and your website through lead sources; email, messaging and AI providers connect when you are ready, and everything works manually without them.
Bring every opportunity
closer to a sale.
Explore the connected workspace for your whole sales team.
Human-first · AI optional · Every change on record