AI Lead Management

Capture every lead.
Convert more opportunities.

AltMax brings leads from every channel into one intelligent workspace where AI can qualify, score, assign and follow up automatically — so nothing falls through the cracks.

WhatsApp · Website · Chatbot · Forms · Meta campaigns — unified in one pipeline.

Lead Command Center
LIVE
New Contacted Qualified Meeting Proposal Won
RS

Rahul Sharma

Facebook Lead

Rs.45,000

HOT
PN

Priya N

Website

Rs.25,000

WARM
AB

ABC Interiors

WhatsApp

Rs.1,20,000

HOT

AI Lead Insight

Intent High
Source Facebook
Next action Book demo
92 / 100

Activity

Lead captured
AI qualified
Salesperson assigned
Follow-up scheduled
Send Follow-up

Unified Lead Capture

Every channel.
One lead pipeline.

WhatsApp chats, website forms, AI chatbot conversations, Meta campaigns and ad leads all flow into AltMax — where each one becomes a single, complete customer profile your team can act on.

Lead sources

WhatsApp

Chats & Business API

Website

Forms & landing pages

AI Chatbot

Conversations that qualify

Facebook / Meta

Instant forms & ads

Forms & Campaigns

Any campaign you run

More channels

Import & integrations

ALTMAX LEADS

One intelligent workspace for every lead

RS

Rahul Sharma

ABC Interiors · Bangalore

HOT

Phone

+91 98••• ••221

Source

Facebook Lead

Owner

Priya Nair

Tags

#ecommerce #budget_50k+ #ready_to_buy

Conversation

I need an e-commerce website for my business.

Great — what's your timeline and budget range?

AI Lead Score

Intent high · Source strong · Engaged

94 HOT

All channels merged into one unified customer profile — automatically.

AI Qualification Engine

Let AI find the leads
worth talking to.

AltMax reads every inbound message in real time — intent, requirement, budget and location — then enriches the lead profile automatically so your team only spends energy on opportunities ready to move.

Rahul Sharma

Website Chatbot · Live conversation

Active

“Hi, I need an e-commerce website for my business.”

10:32 AM

AltMax AI is reading this message…

Signals detected

Intent High E-commerce Budget Rs.50K+ Bangalore

Got it! We build conversion-ready stores with payments and inventory built in. Want me to book a quick demo call today?

Lead profile updated automatically

Enriched Lead Profile

HOT

94

/ 100

Lead Score: 94

Strong buying intent across multiple high-value signals. This lead ranks above 96% of new enquiries today.

Priority

HOT

Source

Website Chatbot

Owner

Auto-assigned

Recommended Action

Schedule a Sales Call

Move Rahul into the Qualified stage and trigger a WhatsApp follow-up within 1 hour while intent is at its peak.

Dynamic Lead Scoring

Know who is
ready to buy.

Every lead earns a live score as signals accumulate — intent, engagement and history. AltMax weights them in real time so your team always sees the hottest opportunity first.

Scoring Signals

Weighted inputs feeding the AI model

Each signal carries a dynamic weight that shifts with conversation depth, source quality and recency of activity.

Message Intent 30%
Engagement 22%
Conversation History 18%
Product Interest 15%
Budget Match 10%
Recency of Activity 5%

Weights are re-applied on every new event, so scores never go stale.

Live Lead Score

Rahul Sharma · Facebook Lead

HOT

AI Score

94

+12 since last touch

Hot

94

Book demo now

Warm

72

Nurture & follow up

Cold

38

Low priority queue

Demo values shown for illustration only — not actual conversion statistics.

How Weights Are Applied Dynamically

A single event can re-rank a lead across tiers instantly

STEP 01

Event Triggers Recalculation

When a lead replies, opens a message or clicks a link, AltMax fires an immediate scoring pass instead of waiting for a batch job.

STEP 02

Signals Re-Weighted

High-intent keywords and budget mentions gain more weight, while stale activity decays over time so old leads don't inflate their rank.

STEP 03

Tier Updates & Routes

If the score crosses a threshold, the lead jumps Hot / Warm / Cold automatically — updating owner, priority and next action in one move.

Visual Sales Pipeline

See every opportunity.
At a glance.

A living Kanban board where leads flow from first touch to closed deal. Drag a card, and AltMax updates the CRM, notifies the owner and triggers the next automation — all in one motion.

Sales Pipeline — Q4 Deals

6 stages · 18 active opportunities

Sort by: Lead Score Value

New

3

TechNova Pvt Ltd

Website form lead

Rs. 85,000 78
AK
Next: Qualify

GreenLeaf Foods

WhatsApp enquiry

Rs. 42,000 55
RP
Next: Call back

Add lead

Contacted

2

Meridian Studios

Facebook Lead Ad

Rs. 1,20,000 91
AK
Next: Send deck

UrbanFit Gym

Chatbot conversation

Rs. 65,000 67
SM
Next: Follow-up

Qualified

2

CloudNine SaaS

Referral + Campaign

Rs. 2,50,000 94
RP
Next: Demo call

Atlas Realty Group

Website + WhatsApp

Rs. 1,80,000 88
SM
Next: Schedule mtg

Meeting

2

Prism Analytics

LinkedIn + Forms

Rs. 3,20,000 96
AK
Next: Proposal

Vertex Logistics

Campaign email click

Rs. 95,000 72
RP
Next: Follow-up

Proposal

1

NexGen Retail

Multi-channel lead

Rs. 4,50,000 97
SM
Next: Close deal

Drop proposal here

Won

2

Sapphire Hotels

Website + Referral

Rs. 5,60,000 98
AK
Closed · Onboarding

Orbit EdTech

Facebook Lead Ad

Rs. 2,10,000 95
RP
Closed · Upsell ready

Drag → Move → Update CRM

Slide a card between stages and AltMax instantly logs the transition, pings the owner and fires your next automation step.

12.4L

Pipeline Value

18

Active Deals

6

Stages Tracked

Automatic Follow-Up

No lead gets forgotten.

Once a lead enters AltMax, it never waits on a busy inbox. AI qualifies, assigns the right owner, reaches out over WhatsApp and books the appointment — while follow-ups fire automatically until the deal closes or you take it.

Lead Nurture Automation

6 steps · always-on · runs without human input

Status: Active

Step 01

Lead Captured

A new enquiry lands from WhatsApp, web form or Meta campaign and drops straight into AltMax with source and contact details attached.

Step 02

AI Qualifies

AltMax reads intent, budget signals and conversation history, then scores the lead Hot / Warm / Cold before anyone touches it.

Step 03

Assign Salesperson

Routing rules match location, product and score to the best available rep, so ownership is set the second qualification finishes.

Step 04

WhatsApp Sent

A personalized first message goes out instantly on the channel the customer already prefers, opening a real two-way conversation.

Step 05

Follow-up Scheduled

If there is no reply yet, AltMax queues the next nudge at the optimal time instead of leaving the lead sitting in silence.

Step 06

Appointment Booked

The demo or call is confirmed, the CRM stage updates itself and the salesperson gets a reminder — nothing manual left behind.

Conditional branch — when the lead stays quiet

No response? The loop keeps working for you.

Wait 24 hours

Send follow-up nudge

Notify salesperson

Without automation

Leads pile up in an inbox nobody watches. First-touch speed slips by hours or days, the hottest enquiries cool off, and follow-ups live only in someone’s memory. A strong deal quietly disappears between the first message and the sale.

With AltMax Leads

Every lead is responded to within seconds, routed to the right person and followed up on schedule until it converts or you decide otherwise. Your team stops chasing spreadsheets and starts closing conversations that are already warm.

Turn your busiest channels into a self-running sales engine.

Start Now 

Lead Activity Timeline

See the entire customer story.

Every message, call, note and appointment lands on one chronological record. Your team opens a lead and instantly knows what happened, who touched it and what comes next — no scrolling through inboxes or guessing.

Rahul Sharma · ABC Interiors

Lead ID #ALX-2048 · Facebook Lead · Rs.1,20,000 · Owner: Priya (Sales)

Timeline: Synced live

Facebook Lead Captured

10:32 AM

Inbound form from Meta campaign filled out with name, phone and budget range. Profile created automatically and tagged #E-commerce.

AI Qualified · Score 94

10:33 AM

AltMax AI read the request, matched intent to an e-commerce build and flagged high priority. Recommended action logged: Sales Call.

Customer Replied on WhatsApp

11:04 AM

Auto follow-up delivered the intro message. Rahul responded asking about timelines and pricing for a storefront launch this quarter.

Demo Booked

12:30 PM

Appointment confirmed for Thursday 4:00 PM via calendar sync. Pipeline stage moved to Meeting and CRM updated without manual entry.

Full history retained — calls, notes, emails, tags and every automation trigger.

Next action: Run demo & send proposal

AI Sales Insights

AI tells your team
what to do next.

Insights are not decoration — they are instructions. AltMax reads intent, timing and history for every lead, then hands your salesperson a clear recommendation with one-tap actions so the right follow-up goes out while the deal is still hot.

Live Recommendation

Rahul Sharma

HOT

“Customer asked about pricing twice and has not responded for 18 hours. Send a personalized follow-up now.”

Send Follow-up Assign Agent Book Call

One inbox of next-best-actions

Every lead gets a decision, not a backlog.

AltMax watches all conversations in parallel and surfaces only the moves that matter — ranked by urgency and value, ready for one-tap action.

Live Recommendation

Rahul Sharma · ABC Interiors

“Customer asked about pricing twice and has not responded for 18 hours. The signal is strong but decaying — send a personalized follow-up now before the deal cools off.”

Lead Score HOT
94 / 100
Deal valueRs. 1,20,000
SourceFacebook Lead
Last activity18 hrs ago
OwnerPriya (Sales)

Priya N

Website · Rs. 25,000

WARM

“Viewed pricing three times today but sent no message. A soft nudge on WhatsApp is likely to convert this week.”

Score
72

Meera Iyer

WhatsApp · Rs. 60,000

READY

“Confirmed budget and asked for a slot after 5 PM today. Book the call directly — no further qualification needed.”

Score
88

Each action writes straight back to the CRM timeline — so the insight stays accurate and nothing falls through the cracks.

Action logged Score updated Next step scheduled

Smart Team Routing & Assignment

The right lead.
The right salesperson.
Automatically.

Leads should not wait in a shared inbox while the best owner sits idle. AltMax reads each lead’s location, source, product and score, then routes it to the team built for that deal — instantly, consistently and without a human sorting through the pile.

Routing Rule Fired

Lead auto-assigned

Matched

Condition

HOT & Bangalore & Score ≥ 80

Assigned To

Sales Team — Bangalore

Step 01

Inputs

Location

City / region of the lead

Source

WhatsApp, web, Meta, forms

Product

What they asked about

Score

AI intent & readiness signal

Step 02

Rule Engine

Matches every input against your routing logic and picks the single best owner in real time.

Live evaluation

Step 03

Outputs

Sales Team

Hot, ready-to-buy leads

Enterprise Team

High-value, complex deals

Support Team

Help & service requests

Logic Gate Preview

If this, route there.

Rules read left to right like plain English. Combine any condition, set the destination team, and AltMax applies it to every incoming lead — no spreadsheets, no manual triage.

When (conditions)
Route to (team)
HOT & Bangalore & Score ≥ 80
Sales Team
Enterprise plan & Deal value high
Enterprise Team
Support enquiry & No purchase intent
Support Team
Any other lead → round-robin
Available Agent

Assign in seconds

The moment a lead lands, rules decide its owner. No queue, no cherry-picking, no cold start — speed to first touch stays consistent across the whole team.

Rules you control

Build routing around how your business actually sells — by geography, campaign, product line or score threshold — and adjust priorities whenever teams shift.

Fair load balancing

Round-robin and availability checks spread work evenly, so top performers never drown while others sit idle — every rep gets their share of live opportunity.

Performance Analytics

Know where your leads come from.
And what happens next.

A live command view of every pipeline in motion — total volume, qualified deals, booked appointments and won revenue, broken down by source, value and response time so the team always knows which channel pays and which one leaks.

Live dashboard

All figures shown are illustrative demo data used to preview the AltMax Leads analytics surface. They do not represent real customer results or guarantees.

Total Leads

4,820

Across all channels · last 30 days

Qualified

1,264

AI-scored as sales-ready

Appointments

318

Demos & discovery calls booked

Won Deals

Rs. 42.6L

Closed-won pipeline value

Lead Sources

Where opportunities originate

4.8K

leads

WhatsApp34%
Website24%
Facebook/Meta20%
Forms14%
Other8%

Pipeline Value

Open deal value by stage (Rs.)

New
Contact
Qual
Meet
Prop
Won

Response Time

Avg first reply · faster is better

-38% this week
Mon Tue Wed Thu Fri Sat Sun

Team Performance

Deals closed per owner · last 30 days

Rahul Sharma
24 deals · Rs. 9.2L
Priya Nair
19 deals · Rs. 7.4L
Vikram Singh
14 deals · Rs. 5.1L
Ananya Rao
11 deals · Rs. 4.3L

Conversion Funnel

Leads moving toward a closed deal

Captured4,820
Qualified1,264
Meeting512
Proposal236

Integration Ecosystem

Connects with your stack.
One CRM for chatbot, WhatsApp & Meta Lead Ads.

AltMax Leads plugs directly into the tools your team already runs on — messaging, ads, forms, calendars and email. Every connected channel becomes a live source that feeds one unified pipeline, so leads never wait in silos or get re-keyed by hand.

Syncing continuously

Channel names shown are illustrative of supported integration categories. Availability may vary by plan and region.

WhatsApp Business API

Turn every inbound conversation into a tracked lead. Messages, replies and media sync into the timeline automatically, so follow-ups happen inside the same thread your customer already trusts.

Meta Lead Ads

Capture form submissions from Facebook and Instagram campaigns the moment they land. Each prospect enters the pipeline pre-tagged with campaign, creative and source for instant attribution.

Custom Webhooks

Push leads from any form builder, landing page or internal tool through secure webhooks. Map fields once and let new data flow straight into scoring, assignment and automation rules.

Calendar Apps

Book demos and calls without back-and-forth. Appointments sync to your calendar, attach to the right lead record and trigger reminders so no meeting slips past the salesperson.

Email Services

Send and log outreach from a connected inbox. Every reply threads into the activity timeline, keeping conversations, notes and next actions in one place instead of scattered across mail clients.

Your Own Tools

Building something custom? Open endpoints and flexible field mapping let you wire in CRMs, help desks and internal dashboards. If it can send data, AltMax can receive it and act on it.

Sources

WhatsApp Meta Chatbot Webhook Calendar Email

Destination

ALTMAX LEADS

One profile per person — name, phone, email, source, tags, score, owner, conversation and notes, unified and always current.

Then

Qualify → Score → Assign → Follow up → Convert.

Plug AltMax into the channels you already run and watch scattered inquiries collapse into one clean, actionable pipeline.

Start Now →

Answers

Frequently Asked Questions

Everything you need to know about running AltMax Leads — capture, AI qualification, scoring, assignment and follow-up automation. Short answers, no fluff.

Still unsure?

Talk to our team or start free and explore the lead command center yourself.

Start Now 
  • What is AltMax Leads?

    AltMax Leads is the AI-powered lead management system inside AltMax. It captures leads from every channel, qualifies them with AI, scores their buying intent, assigns owners automatically and drives structured follow-ups through a visual sales pipeline. Think of it as an intelligent command center for your sales team rather than a static contact database.

  • Where can I capture leads from?

    You can bring leads in from WhatsApp conversations, your website and forms, the AltMax AI chatbot, Facebook/Meta lead ads where supported, campaigns and manual entry. Every source flows into one unified pipeline so nothing waits in silos or gets re-keyed by hand.

  • Can AI qualify leads?

    Yes. AltMax reads the conversation context to identify intent, requirements, budget signals and location, then updates the lead profile automatically. This surfaces the prospects worth talking to first, so your team spends time on real opportunities instead of sorting raw inquiries.

  • How does lead scoring work?

    Each lead receives a score built from weighted signals such as message intent, source quality, engagement, conversation history, product interest, budget and recent activity. The score maps to Hot, Warm or Cold tiers so your reps always know who is closest to buying.

  • Does it support WhatsApp lead capture?

    Absolutely. WhatsApp conversations flow directly into AltMax Leads as structured records with phone number, source, tags and the full message thread attached. Follow-up messages and reminders can also be routed back over WhatsApp within your configured workflows.

  • Can leads come from my website chatbot?

    Yes. Visitors who engage with the AltMax AI chatbot are captured as leads with their details, the conversation transcript and any qualifying answers already filled in. Web forms and landing page inputs feed the same pipeline, keeping every digital touchpoint unified.

  • Can I assign leads automatically?

    You define routing rules based on location, lead source, product, score and team availability, and AltMax assigns each incoming lead to the right owner instantly. High-intent or enterprise-tier leads can go straight to senior teams without anyone playing traffic cop.

  • Can I create sales pipelines?

    Yes. Build custom stages like New, Contacted, Qualified, Meeting, Proposal and Won, then move leads across them on a Kanban board. Dragging a card updates the CRM record and can trigger downstream automations in the same action.

  • Can I automate follow-ups?

    Follow-up sequences run themselves: send a first message, schedule a reminder, wait if there is no response, nudge again and notify the assigned salesperson at each step. Nothing falls through the cracks between the first inquiry and the close.

  • Can my team manage leads together?

    Multiple users share one live workspace with owners, notes, tags and a complete activity timeline per lead. Everyone sees the same customer story, so handoffs are clean and no rep works off a stale copy of the data.

  • Can I track lead sources and activity?

    Every lead keeps its origin channel plus a timestamped log of captures, AI actions, assignments, messages, replies and appointments. Analytics roll these up so you can see which channels produce qualified opportunities and how quickly your team responds.

  • Do I need coding or a developer to set this up?

    No. Channels connect through guided setup, while pipeline stages, routing rules, fields, tags and follow-up workflows are all configured visually. You can launch a working lead engine in an afternoon and refine it as your team learns what converts.

AltMax Leads

Stop losing leads between the first message and the sale.

Capture, qualify, assign and follow up from one intelligent platform — so every opportunity has a next action and nothing falls through the cracks.

The flow Capture Understand Qualify Assign Follow Up Convert

The Engine

Everything a lead needs, before it ever goes cold.

Capture, qualify, score and follow up from one intelligent workspace — so your team always knows the next right action on every opportunity.

Unified Lead Capture

Pull leads from WhatsApp, website chatbots, forms, Facebook campaigns and phone calls into a single inbox. No spreadsheets, no copy-paste, no channel left behind — every message lands in AltMax automatically.

AI Qualification

AltMax reads intent, budget signals and requirements from each conversation, then scores and tags the lead instantly. Your reps skip the guesswork and open with prospects who are genuinely ready to buy.

Smart Assignment

Route every lead to the right owner using rules for location, source, product and score. Hot deals reach senior closers while routine enquiries flow to support — balanced by live team availability.

Follow-up Automation

Schedule reminders, drip messages and appointment requests that fire without manual effort. If a lead goes quiet, AltMax nudges them back and alerts the salesperson — so nothing slips through the cracks.

Pipeline Analytics

Track lead sources, response times, conversion funnels and team performance in real time. See exactly where revenue stalls and which channels deserve more budget — all inside AltMax.

Full Activity Timeline

Every conversation, note, call, tag and stage change lives on one customer record. New team members get instant context, and managers audit the entire journey from first touch to closed deal.

Ready to see the whole engine working together?

Start Now →

Why Choose Us

Everything a lead needs, before it ever goes cold.

Capture, qualify, score and follow up from one intelligent workspace — so your team always knows the next right action on every opportunity.

Unified Lead Capture

Pull leads from WhatsApp, website chatbots, forms, Facebook campaigns and phone calls into a single inbox. No spreadsheets, no copy-paste, no channel left behind — every message lands in AltMax automatically.

AI Qualification & Scoring

AltMax reads intent, budget signals and conversation history to score each lead instantly. Hot opportunities surface at the top of the pipeline while low-fit enquiries get routed away — so your reps talk to buyers, not noise.

Automatic Routing & Follow-Up

Assign the right lead to the right salesperson by location, source or score — then trigger WhatsApp messages, reminders and appointment booking without manual effort. Nothing falls through the cracks between first touch and close.