Features

Built for one job, done properly

Every feature here exists because a business running Meta Ads needed it. There is no module you'll never open and no tier that hides the useful parts.

Meta CAPI integration

Map any pipeline stage to any Meta event. Reaching it fires the signal server-side — no developer, no tag manager, no browser dependency.

Connect any lead source

Meta Instant Forms in real time, website forms, and anything that can send a webhook — Zapier, Pabbly, Make. All into one pipeline.

Auto-captured form fields

Your form's questions become CRM columns on their own. Add a question in Meta and it just appears here, filterable, with no field setup.

Full marketing attribution

Campaign, ad set and ad name on every lead, plus UTMs, GCLID, click IDs, landing page and referrer. Know what the spend actually bought.

Automatic lead assignment

Round-robin, load-balance to whoever is free, or route by source, city or campaign. No lead sits unclaimed while the team argues.

Analytics that change spend

Conversion rate per campaign, ad set and ad — not just lead counts. Plus a team leaderboard and time-to-first-call.

Custom pipeline stages

Name your stages after how you actually sell. Mark which count as won and lost, and which send a signal back to Meta.

Call and note tracking

Log outcomes in seconds. Every call, note, stage move and Meta signal on one timeline the whole team can read.

Tasks, callbacks and reminders

Due-dated follow-ups with email reminders, plus a going-cold report that surfaces open leads nobody has touched in days.

Duplicate detection

The same person filling three ads is one lead, flagged and routed to whoever already owns them — not three reps cold-calling one number.

Roles your team can trust

Admins see everything. Sales reps only see leads assigned to them — enforced in the database queries, not hidden in the interface.

Import, export, bulk actions

Bring history in from any CRM by CSV — unrecognised columns become custom fields. Export any filtered view. Your data stays yours.

The one that matters

Map a stage. Meta learns.

Pick a pipeline stage, pick a Meta event from a dropdown, save. From then on every lead that reaches that stage sends the signal server-side, with hashed identifiers, the click ID captured at intake, and a deduplication key.

The usual setup: your qualified stage sends Lead, your closed-won stage sends Purchase or CompleteRegistration. Early stages send nothing — telling Meta about raw enquiries is what caused the problem.

Every payload is stored with Meta's exact response, so when a client asks whether the signal really went out, you show them rather than reassure them. Failed events retry on a backoff automatically.

Stage → Meta event
New no signal
Contacted no signal
Qualified Lead
Converted CompleteRegistration
Lost no signal
WHAT GETS SENT
{
  "event_name": "Lead",
  "event_time": 1755835200,
  "event_id":   "3f9a…",
  "action_source": "system_generated",
  "user_data": {
    "em":  ["sha256 of email"],
    "ph":  ["sha256 of phone"],
    "fbc": "fb.1.1755…",
    "lead_id": "1204…"
  }
}
Honest limits

What it deliberately doesn't do

Every product page lists strengths. Here is the other half, so you can rule us out fast if we're wrong for you.

No email marketing

Transactional notifications only — assignment alerts, reminders, a daily digest. For campaigns, keep your existing tool.

No quotes or invoicing

You can record a deal value. Generating documents or collecting payment is somebody else's job.

Telephony is an add-on

Click-to-call needs a provider account billed per minute. Logging calls manually is built in and free.

Google Ads is capture-only

GCLID is captured on every lead, but offline conversion upload to Google isn't built yet. Meta is the deep integration.

Watch it work on your own account

Twenty minutes, your Meta setup, the full lead-to-CAPI flow. No obligation.

Book a free demo See pricing