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Exactly what lands in your inbox

Every completed conversation produces two things automatically: a ready-to-call brief for your team, and (if you've got CRM ingestion set up) a plain-text version delivered straight to your CRM.

1. What your team receives

A clean, formatted email — score badge, key facts, and contact details ready to call.

Estelle · New LeadHot lead
Selling

42 Elm Grove, Kensington

Property typeHouse
Bedrooms4 bedrooms
Bathrooms2
TimelineActively looking, this month
Also buyingYes
Notes: wants garage and driveway
Ready to call
Sarah

This lead came in through your Estelle chat widget.

2. What your CRM receives

If you've got a CRM ingestion email set up, the same lead is also sent in a plain-text layout designed for quick entry and CRM parsing — no styling to strip out.

To: leads-xyz123@youragencycrm.com
New Lead — Selling
Lead score: HOT
Name: Sarah
Phone: 07700 900123 | Email: sarah@email.com
Address: 42 Elm Grove, Kensington
Property type: House
Bedrooms: 4 bedrooms
Bathrooms: 2
Timeline: Actively looking, this month
Also buying: Yes
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