CRM for lead retrieval, follow-ups and calling teams

Manage every lead with speed, consent and accountability.

AI Calling CRM helps teams capture, organize and follow up with customer inquiries from web forms, phone calls, WhatsApp and Meta Lead Ads. The system is designed to support responsible lead retrieval, assignment, reminders, communication history and performance tracking.

Fresh leads 128
Follow-ups 42
Assigned users 16
Facebook Lead Ads inquiry Consent based lead retrieval
Fresh
Call follow-up scheduled Reminder and activity history
Open
Counsellor assigned Role based access and audit trail
Active

Built for transparent lead operations

This website provides public policy pages for AI Calling CRM, including disclosures required when collecting or retrieving leads from Facebook and Instagram lead forms. Users can review how data is collected, used, stored, protected and deleted.

1

Lead retrieval

Retrieve leads submitted by users through Meta Lead Ads after users submit a form and consent to be contacted.

2

CRM workflows

Assign leads, create reminders, track status, maintain activity history and help teams follow up on inquiries.

3

Data protection

Use access controls, limited user access and operational safeguards to protect lead and customer information.

Meta Lead Ads compliance notice

When AI Calling CRM is connected to Facebook Pages or Meta Lead Ads, lead data is used only for CRM, follow-up, communication, reporting and customer support purposes. We do not sell lead data. Access is limited to authorized business users who need it to respond to inquiries.