Archiz CRM Feature Deep
                     Archiz CRM Feature Deep Dive: Lead Capture from Multiple Channels
In today's fast-paced sales environment, managing leads effectively can mean the difference 
between life and death for your business. The problem is apparent: leads come from multiple 
sources that cause problems for sales teams looking to track, nurture, and convert prospects. 
This is where CRM lead capture is valuable to your overall lead management strategy. Archiz 
CRM is a custom CRM and sales CRM, and is equipped with a multi-channel lead capture 
system that allows for personalised lead collection, follow-ups, and maximum sales conversions.
This article will illustrate how Archiz CRM combats the challenges of scattered lead sources, 
provides insight into its multi-channel capture capabilities, integrations, and utilises analytics to 
analyse lead quality.
Challenge: Scattered Lead Sources
The first challenge that sales teams face today is the fragmented lead source. Prospects 
contacting your business come from multiple sources, including:
 Website forms
 Social media channels (Facebook, LinkedIn, Instagram)
 Email marketing campaigns
 Phone calls or SMS
 Third-party lead generation tools
 In-person events and webinars
Each channel may generate quality leads but often sends them to isolated, different silos. The 
concern with isolation is that you can see:
 a lost or delayed follow-up
 The same or incomplete lead data
 Inconsistent lead nurture
 Inefficient sales resource allocation
Without a centralised strategy, sales reps lose countless hours per week managers waste 
thousands of dollars per year.
How Multi-Channel Capture Functionality Works 
Archiz CRM’s multi-channel lead capture is created to aggregate leads from different sources 
seamlessly. Here is the proceeding: 
1. Integrated Lead Capture 
Archiz CRM connects directly with multiple lead sources through APIs, webhooks, and direct 
integrations. These include: 
 Embedding smart website forms on your site that collect visitor information immediately 
 Synchronising with social media lead ads (e.g., Facebook Lead Ads) 
 Extracting lead data automatically by parsing incoming emails 
 Connecting with phone and SMS platforms to log calls and messages 
Importing leads from third-party software and event registrations 
2. Capture Lead Data in Real-Time and Alerts
Because the system captures lead details in real-time, your sales team may never miss a lead 
again. You can configure instant notifications and tasks to notify the appropriate sales rep based 
on conditions you set (e.g. location, product, lead source).
3. Smart Lead Deduplication
When leads come in through multiple channels, it can confuse and conflate leads, which results 
in lost productivity. Archiz CRM runs smart algorithms to look for duplicates in your lead data 
based on key fields (e.g. email, phone, company name) that standardise your lead database and
ensure the cleanest data possible.
4. Lead Enrichment and Segmentation
When leads are captured, they automatically have additional data (e.g. company info, social 
media profiles) added through third-party data providers, which allows for advanced 
segmentation and follow-ups.
5. Automated Lead Routing and Workflow
Once a lead is captured, it is also routed to the appropriate sales reps or sales teams using 
logical business procedures. The automated workflows will trigger a unique outreach sequence 
for the lead, as well as reminders and status updates, which ensures leads are getting their 
attention on time.
Archiz Integration Showcase
One of the primary advantages of Archiz CRM is the native integration to enable multi-channel 
lead capture. For example, inclusion of:
Website and Landing Page Forms
Archiz CRM has native connections with popular webform providers like Gravity Forms, 
Typeform, or HubSpot forms, etc., through built-in APIs. This also means that businesses can 
create their lead capture forms directly into their websites or landing pages, and those forms will 
sync directly to Archiz CRM.
Social Media and Social Advertising
The CRM connects to all the platforms businesses are using: Facebook, LinkedIn, Instagram and
Twitter. Each time a business runs an ad campaign, the CRM captures and organises leads from
that ad (lead ads); it will even capture the direct messages from leads.
Email Marketing and Communication
Archiz CRM integrates with many platforms to monitor email marketing. Whether it is platforms 
like Mailchimp, SendGrid or Outlook. The CRM can parse responses or replies to automatically 
categorise them as leads, or potentially qualifying new leads from replies. In addition, when a 
respondent opens or clicks a link from an email engagement, Archiz CRM retains that data for 
further qualification on their profile.
Telephony and SMS Integration
Archiz CRM allows for .100% call tracking to log call history, retaining any communications 
captured by the CRM from phone or SMS. Twilio, RingCentral are just a few platforms that can 
easily integrate with Archiz CRM and manage inbound leads from phone or SMS inquiries.
3rd party lead sources
Archiz CRM offers flexible data imports from virtually any lead generation marketplace or a 
webinar; if it can be captured, Archiz CRM will pull it into the system. For example, whether from 
webinars, events registration sites, you have a ton of data outside of your own websites and 
forms; so, you can easily plug in your vendor's API, and bring all that lead flow together into your 
Archiz CRM!
Analytics & Lead Quality
Securing leads is only part of the equation. The other part is determining the quality of the leads 
and their potential for conversion. In order to gain the best value from sales ROI, determine how 
and where to direct the team. Archiz CRM can help with robust analytics and reporting:
Lead Source Performance 
The CRM tracks statistics like how many leads come from each channel, their respective 
conversion rates, and average deal size, so sales managers can better allocate resources to the 
most prosperous lead sources.
Lead Scoring
Lead scoring with Archiz CRM uses customised lead scoring models based on engagement 
signals, demographic scores, and behavioural scoring to help close the best leads.
Pipeline Visibility
Dashboards can show the movement of leads through the sales funnel in real-time to help spot 
bottlenecks or areas for improvement.
Campaign Attribution
Reviewing won sales and findings of the directing lead capture traffic source or campaign can 
help your marketing team to make data-driven decisions for outreach in the future with reference 
to lead conversion success.
Data Cleanliness Reports
Regular auditing of leads that have passed their action timeline, or duplicate leads, can help 
keep the data quality high and ensure the sales process is not hindered.
Conclusion
In the age of digital sales, it is essential to have a customizable CRM like Archiz, which enables 
the capture of leads from various channels. Archiz CRM's multi-channel lead capture provides 
you with one dashboard to capture leads from many different sources, then enrich, segment, and
intelligently route leads to sales representatives in an effort to help accelerate conversions. With 
powerful integrations and analytics, businesses can access a complete view of their lead quality 
and sources in regards to effectiveness.
Investing in a good sales CRM like Archiz means that your sales team does not miss any 
opportunities and can concentrate their efforts on what they do best – closing deals and 
increasing revenue.
FAQ
Q1: What is CRM lead capture?  
CRM lead capture is the process of gathering leads from many different channels and 
centralising them, enabling you to track and follow up with the leads.
Q2: How does Archiz CRM lead capture support multiple channels for lead capture?  
Archiz CRM connects through APIs, webhooks, and native integrations to capture leads from 
websites, through social media, emails, phone calls, and third-party tools in real-time.
Q3: Does Archiz CRM have the ability to deduplicate leads automatically?  
Yes, Archiz CRM will deduplicate leads automatically, using smart algorithms to identify 
duplicates by matching contact details among leads.
Q4: What is lead scoring in Archiz CRM?  
Lead scoring ranks leads according to customizable attributes such as engagement, 
demographics, and much more.