Capturing leads and never missing a follow-up

Why leads slip through the cracks

Most lost leads aren't lost to a competitor. They're lost to an inbox nobody checked, a form that emailed the wrong person, or a promise to "call back Thursday" that lived only in someone's head. The fix is the same everywhere: every lead lands in one place, every lead has an owner, and every owner has a clock telling them when the next touch is due.

From first enquiry to steady follow-up

Set these up in order. By the end, a new lead reaches the right person with a deadline attached.

1. 01

   Connect every lead source

   In Configuration → Marketplace → Webhook Integrations, add an inbound connection for each source — your website form, Google Forms, Facebook Lead Ads, IndiaMART, JustDial, property portals, Zapier or Make — and map its fields once. Repeated enquiries are skipped.

   Step by step in the Help Center
2. 02

   Bring in the leads you already have

   Import your existing list from CSV or Excel under Leads → Import. Import with AI cleans up messy rows and lets you review them before anything is saved.

   Step by step in the Help Center
3. 03

   Route each lead to an owner

   In Configuration → Leads → Auto Assignment, choose how leads are shared out — round robin, by workload, or by source, campaign or location — and test the rules with Simulate Assignment before you switch them on.

   Step by step in the Help Center
4. 04

   Put a clock on the first reply

   In Configuration → Leads → SLA, set how fast a new lead must get a first response and how often to follow up after that. Reps see a countdown on each lead, and overdue leads escalate to the person or team you choose.

   Step by step in the Help Center
5. 05

   Plan every touch as a task

   Calls, emails, meetings, visits and WhatsApp messages each become a task with a due date. A team queue lets anyone free claim the next one.

   Step by step in the Help Center
6. 06

   Automate the repeatable nudges

   Email Sequences send a planned series of emails and tasks, and stop by themselves when the lead replies, unsubscribes or bounces.

   Step by step in the Help Center

Where follow-up breaks down

These four account for most of the leads teams never hear back from.

• Leads living in inboxes

  A form that emails one person means leads vanish when that person is busy or away. Send every source into the CRM instead.

• Leads with no owner

  A lead everyone can see is a lead nobody calls. Assign an owner the moment it arrives.

• No deadline on the first reply

  Without a response target, the first reply waits until someone has time. A visible countdown changes that.

• Follow-ups kept in someone's head

  "I'll call them next week" needs to be a task with a date, or it doesn't happen.

Your setup checklist

Check these before you point your forms at Worxley.

What Worxley gives you for this

Worxley brings capture, assignment and follow-up together on the lead itself, so the person working a lead sees where it came from, how long it has waited and what's due next.

Ready-made inbound connections

Website forms, Google Forms, Facebook Lead Ads, lead portals, Zapier and Make, each mapped once.

Automatic assignment

Round robin, load balanced, or by source, campaign or location — with a simulator to test it.

Response timers and escalation

A countdown on every lead, and escalation when a deadline passes.

Email sequences that stop on reply

Planned follow-ups that end by themselves the moment a lead responds.

FAQ