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Apps / Run the business

Every enquiry you get, in one inbox, usually within seconds.

Forms, chat, tracked calls, Facebook lead ads and your booking page all land in the same place, with the source stamped on each one. Nothing sits in an export nobody downloads.

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Leads is included in Bluu, $149/month with every standard app.

bluu.lamediagrp.com/leads
Leads in the Bluu dashboard, shown with Harbor Street, a sample business

Shown with Harbor Street, a sample business.

What Leads does

Every enquiry, one inbox.

Leads is one inbox for every enquiry your business gets: website forms, website chat, online bookings, Facebook lead ads, tracked calls, texts and more. Each one arrives with its source stamped on it, newest first.

Every row shows how long that person has waited. A banner tells you how many leads are waiting for a reply, and turns red when any has gone unopened for over an hour.

Open a lead and everything is there: what they said, where they came from, a Call button, notes and reminders. A lead with an email or phone becomes a contact by itself, and one click puts it in your pipeline.

01

One place to look

No more checking a form tool, an ad account, a call log and a chat separately. Every enquiry lands in the same inbox.

02

Nothing goes cold quietly

Every lead carries a clock: how long it has waited, then how fast it was answered. The ones nobody has opened are impossible to miss.

03

Everyone hears first

Everyone with Leads access is told the moment a lead arrives, whoever it belongs to. Each person picks how.

At a glance

Everything it does, in plain words.

Every source, one inbox

Website forms, chat, tracked calls, Facebook Lead Ads, online bookings, QR codes, Mailchimp, Klaviyo, texts and a webhook.

Nothing goes cold quietly

Every lead shows how long it has waited, and anything unopened for an hour turns red.

Missed calls, named

A missed tracked call says so, with the number, where it came from and the ad behind it.

Alerts where you are

By email, in the dashboard and on your phone. Everyone picks their own.

It becomes a customer

A lead with an email or phone becomes a contact automatically, and a deal without retyping.

Never lost

Archive never deletes, and you can export exactly what your filters show.

How it works

From first look to second nature.

  1. 1

    Connect your sources

    Your forms, website chat and online booking are already on. Under Sources, connect CallRail with one pasted key, Facebook Lead Ads by signing in and picking your Page, and Mailchimp, Klaviyo or anything else in a few steps.

    Connect your sources
  2. 2

    Choose how you hear

    Press Alerts and switch on Text me, Email me or In the dashboard. Put Bluu on your phone's home screen and new leads arrive as phone notifications too.

  3. 3

    Work the inbox

    It opens on New. Pick a lead, press Call or Email, then move its Status to Contacted, and its line changes to Replied in.

  4. 4

    Note it and set a reminder

    Jot down what they said in Notes while you're on the phone. Set a reminder right beside the Call button, and it lands on the Reminders board and the calendar.

    Note it and set a reminder
  5. 5

    Move it forward

    Press + Add to pipeline to make it a deal, send it to Mailchimp or Klaviyo, or Archive it once it's handled.

In depth

Every part of Leads.

Every source, one inbox

Whatever you connect lands here and alerts your team straight away.

  • Always on. Your forms, website chat and online booking feed Leads with nothing to connect.
  • Tracked calls from CallRail. Paste your API key and Bluu sets up the rest inside your CallRail account. Calls appear within a few seconds of ending, with the number, whether you missed it, and a recording.
  • Facebook Lead Ads. Sign in with Facebook and pick the Page your ads run from. Instant Form submissions arrive within seconds.
  • Mailchimp and Klaviyo. New people joining the audiences or lists you choose come in as leads. Someone already a lead or contact in the last 60 days gets a line on their record instead of a second lead.
  • Anything with a webhook. JotForm, Typeform, Gravity Forms, Contact Form 7, Zapier or Make, and Google Ads lead forms each get a private address. Field names don't matter.
  • Texts to your number. A stranger texting your business number becomes a lead and a contact. Texts that look like mass messages wait in Chat under Possible spam instead.

Speed to lead

Who got in touch, from where, and how long they've been waiting.

  • A clock on every row. When it arrived, and a line underneath: Waiting, with the time so far, while it's New, then Replied in, with how long it took, once someone answers.
  • The waiting banner. One sentence at the top says how many leads are waiting for a reply. It turns red when any has gone unopened for over an hour.
  • Missed calls, in plain words. A missed tracked call says MISSED CALL, with where they called from, the ad that brought them where CallRail knows it, and the number they rang.
  • A real reply stops the clock. A person answering in Chat, or by email or text from Bluu, moves the lead from New to Contacted. An AI answer or an automation doesn't count.
  • Alerts each person picks. Text me, Email me and In the dashboard, set by each teammate under Alerts. Phone notifications reach anyone who put Bluu on their home screen.

Working a lead

Everything you need sits in one panel, next to the phone number.

  • Statuses that fit you. New, Contacted, Qualified, Converted and Junk. Press Edit statuses to rename them or add your own, like Follow-up #1, and renaming never moves a lead.
  • An owner for each lead. Set the Owner to the person handling it. Everyone with access still gets the alert.
  • Notes while you talk. Type what they said and press Save note. It's saved to their contact too.
  • Reminders that reach people. Tomorrow, In 3 days, In a week or In 2 weeks. Choose who to remind and how: email, in the dashboard, a phone notification or a text.
  • The Reminders board. Every follow-up set on a lead, soonest first, with Overdue, Today and Tomorrow marked. The whole team can see it, and only the people named are reminded.
  • Where they came from. For a lead from your own forms: the page, whether it came from a Google, Facebook or Instagram ad, the tracking tags and the campaign.

Find it, keep it, take it with you

Nothing is lost, and your data is yours.

  • Filter and search. Narrow by Phone calls, Website forms, Website chat, Online bookings or Ad campaigns. Search covers name, email, phone and what they wrote.
  • Export exactly what you see. Download CSV uses your current filters and dates. A sentence tells you what's in the file before you press the button.
  • Archive never deletes. Archiving takes a lead out of your inbox and keeps its status, history and reply time. Put back in the inbox returns it.
  • One calendar. The Calendar tab shows appointments, reminders and events together, in your business's time zone. Switch between Everything and Just mine.
  • On your Google Calendar. Each person can connect their own Google Calendar, and the reminders and events they're on are added to it.

See more of it

The real screens.

Every lead source in one place: CallRail, Facebook Lead Ads, Mailchimp, Klaviyo, your website forms and more.
Every lead source in one place: CallRail, Facebook Lead Ads, Mailchimp, Klaviyo, your website forms and more.
A reminder set on a lead also sits on the contact, with who it reminds and how.
A reminder set on a lead also sits on the contact, with who it reminds and how.

It talks to the rest of Bluu

Leads hands its work to the others.

Leads
  • ContactsA lead with an email or phone matches or creates the contact, and its notes and reminders are the same records on both.
  • Pipeline+ Add to pipeline turns a lead into a deal without retyping, and the stage's automations start.
  • FormsEvery form response with a name, email or phone arrives as a lead, with every answer and the page it came from.
  • ChatEvery website chat arrives as a lead, and a reply from your team in Chat marks it Contacted.
  • AnalyticsAnalytics counts your enquiries by source, how fast you replied, and how many became customers.

Questions

Asked, and answered.

Anything else? info@lamediagrp.com

Is Leads included in the plan?

Yes. Leads is one of the standard apps in every plan. The only pay as you go part is text alerts, which come out of your prepaid balance.

How fast do leads arrive?

Forms, chat, bookings and webhooks arrive as soon as they're sent, and CallRail calls within a few seconds of ending. Facebook lead ads and Mailchimp usually take seconds, with regular checks catching anything missed. Klaviyo is checked every hour.

Will I get a text when a lead comes in?

Only if you switch on Text me under Alerts. Texts need your business to have its own number and are paid from your prepaid balance. Email and in the dashboard are on from the start, and so are phone notifications once Bluu is on your phone.

Can I reply to a lead from here?

Call opens your phone, Email opens your own mail app, and Open contact takes you to their record, where you can email or text them from Bluu. Their reply comes back into Chat.

What happens when I archive a lead?

It leaves your inbox and keeps everything. Put back in the inbox returns it any time. Delete asks first, because it can't be undone.

Can I get my leads out?

Yes. Download CSV gives you exactly what your filters show, whenever you like, without asking us.

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