Instant lead capture
Capture structured website enquiries directly into one organised register, with source, consent and contact context kept together.
Controlled pilot · secure customer access
Turn every enquiry into a clear next step.
TailoredAI LeadGen Pro gives small teams one dependable place to capture prospects, coordinate follow-up and see what needs attention—without a heavyweight CRM.
Invite-only pilot. Access is granted to approved organisations through TailoredAI Customer Hub entitlements.
Live workflow
From first contact to action
01
New website enquiryCaptured with source and consent
02
Follow-up in progressStatus, notes and ownership stay together
03
Next step confirmedHistory records meaningful changes
Secure sign-inSupabase Auth sessions
Organisation isolationMembership and RLS controls
Configurable routingApproved destinations
Visible historyAuditable lead changes
Everything in one practical workflow
Capture faster. Follow up clearly. Keep control.
LeadGen Pro brings the essential pieces of inbound lead management together without forcing a small team into an oversized sales platform.
Qualification-ready records
Collect consistent fields and give your team the context needed to prioritise. Optional automated qualification can be configured where included in your pilot.
Configurable routing and alerts
Route new enquiries through email, Slack, Google Sheets or approved webhook destinations so the right person can respond promptly.
Webhook and API connections
Connect LeadGen Pro to approved business tools using controlled server-side integrations, validation and auditable delivery processing.
Organisation-level security
Customer Hub membership, active entitlements and Row Level Security keep each organisation’s records separated from every other customer.
Pipeline visibility
See new, active and progressed leads at a glance, with searchable records, clear ownership and history for meaningful changes.
How it works
A clear path from enquiry to follow-up.
Your pilot is configured around the way your team receives, reviews and progresses customer interest.
- 01
Capture
Connect an approved website form or create a lead manually. Validation keeps the record useful from the start.
- 02
Organise
Review contact details, source and context in one place. Search and filter by the information that matters.
- 03
Progress
Assign ownership, update status, add notes and preserve a history of meaningful changes.
Security by architecture
Customer access is verified at every layer.
LeadGen Pro is connected to the shared TailoredAI Customer Hub for identity, organisation membership and product entitlement. The application then applies its own organisation-aware data controls.
- Browser clients use the anon key and authenticated session.
- Row Level Security limits records to authorised organisations.
- Service-role credentials remain in trusted server environments.
- Privileged routes validate identity, membership and entitlement.
- Webhook and integration payloads are validated before processing.
1
Signed-in identityVerified Supabase user session
2
Active organisation membershipCustomer Hub role and status
3
LeadGen entitlementActive product and plan access
4
Row Level SecurityOrganisation-scoped records
Frequently asked questions
Clear answers before you start.
Is LeadGen Pro a full CRM?
LeadGen Pro is intentionally focused on inbound lead capture, organisation and follow-up. It provides a practical pipeline without the cost and complexity of a heavyweight CRM. Additional integrations or workflows are scoped separately.
Who can access our leads?
Access is limited to signed-in users who belong to an authorised organisation and hold the required active entitlement. Database Row Level Security provides an additional organisation-isolation control.
Can it connect to our existing tools?
The service supports approved email, Slack, Google Sheets and webhook destinations. Availability depends on your pilot configuration and the security review for the requested integration.
Does LeadGen Pro guarantee more leads or sales?
No. The product helps you capture, organise and follow up on enquiries. Results depend on your offer, traffic, response quality, sales process and implementation.
Does the product make decisions using AI?
Core lead records and workflow controls do not require AI. Where an AI-assisted feature is enabled, its output is advisory and must be reviewed by a person before action is taken.
Ready to see your workflow?
Make every enquiry easier to act on.
Book a controlled demonstration or sign in to continue with your approved pilot account.