1 Basic details Β· saves on its own
2 Qualification (L2) Β· optional

L1 Β· Who are they?

Takes 30 seconds. Everything here is required except the website.

Leave blank if they don't have one β€” that's useful signal.
πŸ”₯ Serious buyer
Evaluating options
Just exploring
Partner / Reseller
Student / Job seeker

L2 Β· How do they run calls today?

This lead is already saved β€” everything below is a bonus. Skip anything they don't know, and walk away any time; whatever you've filled is kept.

The core pain. If they say 'don't track', that IS the pitch.
Meta ads
Google ads
Website / SEO
WhatsApp
Referrals
Walk-ins
Marketplace (IndiaMART etc.)
Cold outreach
Paid leads + slow follow-up = the strongest case for a voice agent.
Answer inbound calls
Qualify outbound leads
Book appointments
Follow-up / nurture
Support & FAQs
Payment reminders
Feedback calls
English
Hindi
Tamil
Telugu
Kannada
Malayalam
Marathi
Bengali
Other
Also note the phone system if they mention one (Exotel, Knowlarity, Ozonetel…).

Deal readiness

Budget, timeline and who signs. This drives the Hot/Warm/Cold score.

One real quote here is worth more than every dropdown above.
βœ“

Saved

πŸ”’ Admin access

Enter the stall PIN to view captured leads.

ScoreNameCompanyContactCall atCaptured
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