Lead management
Collect the right information before your team steps in.
Every conversation becomes a structured lead — captured fields, qualification state, priority, and a recommended next action.
Lead
QualifiedMaria Santos
WhatsApp- Service
- Water heater replacement
- Location
- Riverside district
- Urgency
- This week
- Preferred time
- Thu 9:00–11:00
Qualification summary
High intentWater heater failing, wants a replacement quote this week. Property is a two-storey house; flexible Thursday morning.
Recommended: book a quote visit this week
Unqualified inquiries burn team time
Without structured capture, every inquiry costs a team member fifteen minutes just to learn the basics — and the notes end up in chat history nobody can search. Trestelo captures the basics conversationally and hands your team a lead record, not a transcript.
From message to qualified lead
Details captured in conversation
Service, location, urgency, timing — the fields you define, collected naturally as the customer talks.
Qualification runs against your rules
Leads move through stages — new, engaged, qualified, hot — driven by the signals you configure.
Priority surfaces the valuable ones
Temperature scoring and a needs-attention queue keep the team focused on the leads that matter now.
Next action recommended
Each lead carries a suggested next step — open the conversation, book, assign, or send a booking link.
Watch it happen
A 40-second walkthrough: an inquiry arrives, qualification details are captured in conversation, and the lead lands in your pipeline — qualified and prioritized.
What you get
Structured capture
Qualification fields per service, filled conversationally — no forms customers abandon.
Lead pipeline
Work-queue views by status and priority: needs attention, new, hot, qualified, converted.
Notes and history
Operator notes, activity timeline, and the full conversation attached to every lead.
Export and delivery
Qualified leads flow to your CRM or export as CSV — your system of record stays yours.
Where teams use it
- Triaging fifty inquiries a day down to the ten worth calling first
- Routing high-value leads to senior staff automatically
- Following up abandoned booking requests before they go cold
Human control: You define what "qualified" means per service. Statuses, priorities, and ownership changes are visible and auditable — nothing moves silently.
Common questions
Can qualification differ per service?
Yes. Each service or inquiry type can collect different fields and apply different rules — a repair job and a consultation request qualify differently.
Where do qualified leads go?
They live in your Trestelo pipeline and can be delivered to your CRM or other systems via integrations and webhooks, or exported as CSV.
Can team members add their own notes?
Yes — leads carry operator notes and a full activity timeline alongside the captured fields.
See lead management on your workflows.
Book a personalised demo and walk through your channels, qualification rules, and handover setup.