RETAIL AI · LEAD MANAGEMENT
Capture every lead. Convert every enquiry.
Unified inbox across web, WhatsApp, Meta, Google, marketplaces and stores. AI scoring, automated allocation, AI calling, and full store-level pipeline visibility.
SECTION · 01
The problem
Why lead management needs a coordinated AI approach.
Leads scattered across ad platforms, WhatsApp, phones, and store books
Duplicate leads counted multiple times; no source truth
Follow-up depends on individual sales manager memory
No visibility on lead ageing or store-level conversion
AI calling / WhatsApp automation are entirely separate stacks
SECTION · 02
How Fundle solves it
Lead Management in six coordinated steps.
STEP · 01
Capture
Every source funnels into one inbox with UTM and referrer.
STEP · 02
Enrich
Dedupe, score, attribute to campaign and channel.
STEP · 03
Route
Assign to the right store or agent based on rules.
STEP · 04
Follow-up
AI call + WhatsApp within seconds; human handover on intent.
STEP · 05
Convert
Appointment booked, quote sent, deal closed.
STEP · 06
Measure
Source ROI, ageing, store scorecards, campaign incrementality.
SECTION · 03
Core capabilities
Everything Lead Management covers out of the box.
Channels & touchpoints
SECTION · 04
Who uses it & what it connects
Built for the enterprise, connected to your stack.
User roles
- Head of Sales
- Regional Managers
- Store Managers
- Digital Marketing
- Call Centre
Integrations
- Meta Ads
- Google Ads
- WhatsApp Business API
- Marketplaces
- CRM (Salesforce, HubSpot, Zoho)
- Telephony
- Web forms
Dashboards
- Lead inbox
- Source performance
- Store scorecard
- Ageing report
- AI call outcomes
- Conversion funnel
SECTION · 05
Business outcomes
What customers pursue with this module.
Faster follow-up
First response measured in seconds, not hours.
Higher conversion
Every lead scored, routed and worked to a decision.
True source ROI
Attribution from ad click to store closure.
Store accountability
Ageing and conversion reports per store, per manager.
SECTION · 06
Related modules
Modules that pair naturally with this one.
SECTION · 07
Common questions
Frequently asked about lead management.
Yes — official WhatsApp Business API with template management, agent handover, and full compliance.
Get started with Lead Management
Build the lead management plan for your business.
A working session with our team. We map your existing systems, workflows and priorities against this module — you leave with a phased implementation plan.