Lead Collection

Keep your top-of-funnel leads list growing with our lead capture services.

Collect the Info You Need with Custom Forms

With our form-based approach to lead collection, it’s easy to get the information you need from callers. Each form consists of a name that we’ll group leads under as well as the set of fields that you want our receptionists to collect. You can utilize as many forms as your call types require.

Capture Leads In Our Software Or Yours

We can host your lead forms in our system and keep you updated with an email, text or notification in our web and mobile apps anytime we collect a new lead.

Alternatively, with our suite of integrations, our receptionists can post leads directly to your CRM.

Get Your Leads to the Right Person or Team

In addition to serving as the lead collection template for your receptionists, lead forms also tell us who should receive the lead. Create different forms for different lead types, and leads will automatically be emailed to the right person or team based on the form that was used to collect it.

Our receptionists are always available – even on holidays.
We’ll help you keep call times down so your dollars go further.
Customize your lead forms to get exactly the info you need.

Frequently Asked Questions

How do I get my calls to PATLive?

When you sign up for service, we’ll provide a local or toll-free phone number. You can either advertise this number directly, or you can forward your calls to it from your current number. Forward calls all the time, or only at certain times.

How detailed can my lead format be?

That’s entirely up to you. Some customers use short and simple lead forms, and others use lead forms that are fairly lengthy. There really are no limitations on our end, it just comes down to what you need to collect and what you feel is appropriate for your type of caller.

Can you support branching logic within my lead collection flow?

Yes, we can map the lead format to your opening question, so that you can collect the unique set of information you need for each lead type.

How will I be notified of new leads?

It depends how your lead forms are being hosted.

If we’re hosting them on our platform, you’ll receive an email, text and/or push notification in our web and mobile apps anytime you receive a new lead.

If we’re submitting leads directly to your CRM or other software that you’ve directed us to use, you can rely on the notifications built into that software and/or we can still send a notification from our platform as well if you’d like.

Can I send leads to different recipients based on the lead type?

Yes, each lead form has its own delivery options, so it’s easy to get your leads to the appropriate person or team.

Just create a unique form for each type of lead that you want to distribute, and leads will automatically be emailed to the right person or team based on the form that was used to collect it.

Can you send leads to multiple email addresses?

Of course!

How do I modify my call handling instructions or lead forms?

Give us a call at 800-775-7790 or email [email protected] and member of our team will be happy to help you modify any aspect of how your calls are being handled.