Lead Management
Setup.

Leads coming in from your website, ads, referrals, and social - all going to different places with no consistent system to catch, assign, and follow up on them. We build the infrastructure so every lead gets captured, routed to the right person, and followed up with automatically.

Multi-Source Lead CaptureAutomatic RoutingLead ScoringZero Leads Lost
What it is

If you don't know where your leads go, you're losing them.

Most $1M-$10M businesses have a lead problem they don't realize is a lead problem. Leads come in from the website, from Google ads, from referrals, from Instagram, from phone calls - all going to different inboxes, different people, and different spreadsheets.

The result is leads that never get followed up on, leads that get followed up on twice by different reps, and zero visibility into where revenue is actually coming from.

A lead management system puts every lead into one place, routes it to the right person automatically, scores it based on intent, and triggers the follow-up sequence before anyone has to remember to do it.

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What's included
Lead source audit
Map every place leads come from and what happens to them today
Centralized lead capture setup
All lead sources funneled into your CRM with proper source tracking
Lead routing rules
Automatic assignment to the right rep based on source, territory, service type, or round-robin
Lead scoring configuration
Score leads based on behavior, demographics, and engagement so reps prioritize the right ones
Follow-up sequence automation
Automatic follow-up triggered the moment a lead comes in - no manual effort required
Lead status tracking
Clear statuses so you always know where every lead is in the process
Source attribution reporting
Know exactly which sources are generating qualified leads and which aren't worth the spend
Duplicate lead prevention
Rules and workflows to prevent the same lead from entering the system twice
Who needs this

You need this if...

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Leads are falling through the cracks

A lead fills out your form on Friday. Nobody sees it until Monday. By then they've called your competitor. This is fixable.

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You don't know where leads come from

You're spending money on ads and getting referrals but you have no idea which source is producing revenue. Without source tracking you're guessing.

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Multiple people following up on the same lead

Two reps call the same lead because there's no assignment system. You look disorganized and you waste your team's time.

Platforms

Works on any CRM.

We work inside whatever platform you use.

The process

How it works
with Pear.

01
Lead source mapping

We document every channel leads come from - website, ads, referrals, social, phone - and what happens to them today.

02
System design

We design the full lead management workflow - capture, routing, scoring, and follow-up - before building anything.

03
Build and connect

We set up lead capture connections, routing rules, scoring logic, and follow-up sequences in your CRM.

04
Testing

We run test leads through every source to verify they capture correctly, route properly, and trigger the right sequences.

05
Reporting setup

We build the source attribution reports so you can see exactly where leads are coming from and what's converting.

FAQ

Common questions.

What if my leads come from a lot of different places?
That's exactly the problem we solve. The more sources you have without a central system the more leads you're losing. We connect all of them.
Can you connect our website forms to our CRM?
Yes. Web forms, landing pages, ad platforms, and any other lead source can be connected to your CRM so leads flow in automatically.
What is lead scoring?
Lead scoring assigns a numerical value to leads based on criteria you define - company size, behavior on your site, form fields filled out. Higher-scored leads get prioritized by your team.
Do I need a big team for lead management setup to matter?
No. Even solo operators benefit from knowing where every lead is and having automatic follow-up running. The ROI is usually immediate.
Can you track which ads are producing qualified leads?
Yes. With proper UTM tracking and CRM source attribution we can show you which campaigns are producing leads that actually close.
★★★★★

"We used to lose track of leads constantly. Pear built us an intake and routing system that captures every lead and makes sure nothing slips through uncalled."

Client — Partner With Pear Client

Ready to stop losing leads?

Book a free call. We'll map where your leads are coming from and show you exactly what's falling through.

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