Lead Center
Requests from website forms, Meta ads and manual entry in one list, with source, status and the person responsible.
CRM & Lead Center
CRM that starts where leads come in
OrgLines CRM starts where leads arrive. Facebook and Instagram lead forms, forms and quizzes on your website and manually added requests land in one Lead Center, where each lead is assigned, answered on time and turned into a contact, an organization and an order — in the same database as your mail, invoices and warehouse.
Who it is for
- Businesses that get leads from Facebook and Instagram ads
- Service companies that must call back within minutes, not hours
- B2B sales teams working with companies, not only people
- Agencies that report cost per lead to clients
In many small companies leads live in five places at once: an export from Ads Manager, a website notification in someone's inbox, a messenger chat and a spreadsheet. By the time someone calls back, the person has already talked to a competitor. The Lead Center puts every request on one screen, shows who is responsible for it and alerts the right person when a lead has waited too long.
Behind the Lead Center is a CRM built for B2B work. A contact belongs to an organization; an organization can be a customer and a supplier at the same time, can have a parent company and subsidiaries, and shows its orders as a pipeline. Open a contact and you see the email correspondence with that person and the orders of the contact and their company, without switching to another system.
Because the CRM shares its data with the other modules, nothing is typed twice. An organization with invoices stays marked as a customer; a company you already work with becomes a carrier in logistics with its details taken from the same card. The AI assistant reads the same records, so you can ask which leads are going stale or get a summary of this week's leads in one sentence.
From the first request to the order
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01
A lead arrives
From a Meta lead form, a form or quiz on your website, or entered by hand. The Lead Center refreshes in the background, and new leads can also be delivered to Telegram.
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02
It is assigned
With auto-routing on, every new lead is assigned by your rules the moment it arrives. Otherwise it waits in the queue until someone takes it.
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03
Response time is watched
If nobody reacts within your threshold, the responsible person gets a ping. Quiet hours keep the alerts out of the night.
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04
The lead is qualified
Notes, activity and linked records collect in one timeline. Leads from quizzes already arrive with a hot, warm or cold segment as their priority.
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05
It becomes a client and an order
Create the contact and organization and, where you use orders, prepare an order straight from the lead. A preview shows the order before it is created.
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06
You review the results
A customisable dashboard, the list of stale leads and cost per lead by campaign show where the pipeline works and where it leaks.
What you can do
Routing rules
Assign new leads automatically by your rules, or leave them in a shared queue where team members take them themselves.
Response-time alerts
Set a threshold and quiet hours for each workspace; the responsible person is pinged when a lead waits longer than that.
New leads in Telegram
The server delivers new leads to the Telegram recipients you choose, so nobody has to keep the Lead Center open.
Quizzes that score leads
A quiz on your website asks a few questions, scores the answers and hands over the lead with a hot, warm or cold segment. The same phone number is merged into one lead instead of creating duplicates.
Contacts with full context
Channels, tags, notes and addresses on one card, plus the recent email correspondence and the orders of the contact and their organization.
Organizations for B2B
Mark a company as customer, supplier or both, build a parent–subsidiary structure, filter by industry and see its orders as a pipeline.
Duplicate merge
Likely duplicates are flagged — contacts by phone, organizations by name. Choose the main record and tags, notes, addresses, orders and linked records are merged into it.
Import wizard
Bring existing contacts in from a file: upload, map the columns, validate and import.
Lead Discovery
Find new B2B prospects and research a company before the first call.
Ads and cost per lead
Meta and Amazon Ads data next to lead outcomes, so you see what a real lead costs, not just a click.
AI follow-ups
Ask the assistant for stale leads or a summary, add notes, or update a group of leads at once — changes come as a proposal for your confirmation.
The Lead Center in detail
The Lead Center is the first screen for sales. It shows every new request, where it came from and who owns it. Settings apply per workspace, so a company with several workspaces can run different rules in each.
- Sources: Meta lead forms, website forms and quizzes, manual entry
- A queue of unassigned leads and self-assignment for team members
- Auto-routing: each new lead assigned by rules on arrival
- Response-time threshold with quiet hours, per workspace
- Delivery of new leads to Telegram, handled by the server
- Order creation from a lead, with a preview before anything is created
Contacts and organizations built for B2B
Real business relationships are rarely one person and one deal. OrgLines models companies the way they are: one partner can buy from you and sell to you, groups have subsidiaries, and several people in one company talk to you about different orders.
- Customer and supplier roles on the same organization
- Parent company and subsidiaries, with protection against circular structures
- Copy an organization together with its contacts
- Email history with the organization and its contacts on the card
- Carrier profile for logistics, with the contract details taken from the same card
Clean data and clear access
A CRM is only as useful as its data. OrgLines helps keep it clean with duplicate detection, merge and bulk actions, and lets you decide who sees which sections: each role has default access, and individual users can get exceptions.
Plans: Contacts, organizations and the Lead Center are included in the Free plan (one user, with record limits). Paid team plans add more users and shared work. Compare plans
FAQ
Questions about CRM & Lead Center
Didn't find an answer? Write to us and we will get back to you.
Ask a questionIs the CRM available on the Free plan?
Yes. Contacts, organizations and the Lead Center are part of the Free plan for one user, with limits on the number of records.
How do Facebook and Instagram leads get in?
Connect your Meta account once; new lead-form submissions arrive in the Lead Center automatically.
Can leads from my website go to the same place?
Yes. Forms and quizzes on websites you run with OrgLines create leads in the same Lead Center, next to leads from Meta.
How do I make sure no lead is forgotten?
Turn on auto-routing so every lead gets an owner, set a response-time threshold so the owner is pinged, and deliver new leads to Telegram. The assistant can also list stale leads for you.
Can I import my existing contacts?
Yes, with the import wizard: upload a file, map the columns, validate and import.
What happens to duplicates?
OrgLines flags likely duplicates and lets you merge them into one main record. The data from the other records is moved over and the duplicates are removed.
Can one company be both a customer and a supplier?
Yes. Both roles can be set on the same organization, so you keep one card and one history.
Can I control who sees the CRM?
Yes. Each role has default access to sections, and you can allow or deny sections for individual users.
Guides on this topic
Signs your business has outgrown spreadsheets
You have outgrown spreadsheets when the same data is typed into several files, nobody is sure which version is current, stock or client lists stop matching reality, you cannot see who changed a figure, and the process depends on one person who knows the formulas. At that point a shared system for leads, orders and stock usually costs less than the time spent reconciling files.
What is a lead SLA?
A lead SLA (service level agreement) is an internal rule for how quickly every new lead must receive a first response, who is responsible for it and what happens when the deadline passes, for example: every lead gets a first call within 15 minutes during working hours, otherwise the team lead is alerted. It turns fast response from a good intention into something you can measure.
Lost deal reasons: a short list your team will actually use
To track why deals are lost, give the team a short fixed list of six to eight reasons, each with a one-sentence definition, make choosing a reason required when a deal is closed as lost, and require a comment for Other. Keep lost deals separate from disqualified leads, record the reason in the customer's own words where possible and review the numbers monthly by stage, source and salesperson.
What are IMAP and SMTP, and why does a CRM need them?
IMAP and SMTP are the two standard protocols behind almost every business mailbox. IMAP lets a program read your mail on the server and keeps folders, read status and flags in sync across devices. SMTP sends outgoing mail. A CRM needs both to show client correspondence next to leads and contacts and to send replies from your real address, without moving you to a new mail provider.
Duplicate contacts in a CRM: why they appear and how to merge them
Duplicates appear when the same person reaches you through several channels, is typed in with a different spelling or phone format, or arrives again in an import. Find them by matching phone numbers and emails written in one format, then similar names. Merge by choosing one main record, moving notes, tags, addresses and orders into it and removing the rest, and prevent new ones with one entry point and a search before creating a card.
Preparing a tire shop for the autumn changeover rush
Start four to six weeks before the first expected frost. Estimate how many cars your bays can really handle per day, contact seasonal storage clients before walk-ins arrive, stock up on popular winter sizes and consumables, make sure every stored set can be found by its location, and collect all requests in one queue that your team schedules. The rush is predictable, so most of the work can be done before it starts.
Works together with
All modules share the same data, so they complete each other.
Connect any IMAP/SMTP mailbox to OrgLines: threads, labels, drafts, scheduled sending, snooze and AI classification — next to your leads and contacts.
AI assistant
The OrgLines AI assistant works across CRM, mail, warehouse, finance and HR, remembers context, answers from your documents and asks for confirmation before changing data.
Projects & tasks
Plan projects in OrgLines: tasks on a kanban board, checklists, comments, attachments, followers, change history, project templates, work reports and meetings with action items.
Bring your business into one place
Create a free workspace in a minute and invite the AI assistant to your team.
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