Receive & recognise
Create a record manually, review a CSV import or receive a mapped channel enquiry. Match normalised email and phone values.
A BETTER FIRST IMPRESSIONEvery enquiry,
Every enquiry,
in good hands.
Capture the context, recognise the person and give every lead a clear next step. From a first phone call to a fresh website enquiry, your team starts with the whole story.
Human-first. AI optional.
leadvera.Interactive exampleONE CONNECTED CUSTOMER VIEW
3 leadsYour next conversation.
OROlivia RhyeWebsite · Sarah ChenNew
PBPhoenix BakerSocial media · James WilsonQualified
LSLana SteinerCall · Maya PatelViewing
Source, owner and next step. Together.
01
Find the original source and latest activity in one record.
02
Assign an owner immediately or use a monitored team queue.
03
Qualify manually using your own checklist, with no AI dependency.
THE EVERYDAY CHALLENGEA good opportunity
A good opportunity
shouldn’t get lost.
A promising enquiry arrives in one channel, a second agent receives the same person elsewhere, and neither knows who should follow up.
A connected way forward.
Keep source details, contact information, interest, ownership and activity together. Review duplicate matches before creating another record.
See it in the CRMHOW IT COMES TOGETHERA clear process.
A clear process.
A useful next step.
The workflow is visible, understandable and available to your team without AI.
Understand the intent
Record requirements, location, budget, preferred property and timing. Track communication permission separately from sales readiness.
Keep the next step visible
Choose an owner, add an internal note and schedule a follow-up. Every stage change stays in the activity history.
THE DETAILS THAT MAKE IT WORKGive the team clarity.
Give the team clarity.
Keep the controls close.
Duplicate review
Compare matches, choose the record to retain and preserve notes and history.
Bulk assignment
Select the right records and change their owner together.
Source attribution
Keep the acquisition channel attached to the customer journey.
Record context
Contact details, qualifications, notes, activity and documents stay close.
Human-first is a working principle.
Explore AI optionality Manual entry, qualification, assignment and progression remain available. Optional AI can assist without controlling the core journey.
Can a person have more than one opportunity?
Yes. Contacts and leads are separate records, so repeat enquiries from the same person share one contact while each opportunity keeps its own owner, stage and history.
Can we add leads without connecting a channel?
Yes. Manual entry and reviewed CSV import are available without integrations or AI.
Will duplicate records be merged automatically?
The interface supports deliberate review before merging. The production matching policy should define when a match is high confidence and who can approve a merge.
PUT THE PICTURE TOGETHER
Your next chapter starts with a clear view.
Explore the workspace, then shape it around the way your team sells.