Multi-Channel Lead Capture
                     Multi-Channel Lead Capture: The Ultimate 
Strategy to Maximize Inquiries
Introduction: The Hidden Cost of Scattered Lead Sources
In today's hyper-connected digital world, leads don't originate from one source. They come from 
your website, social media DMs, emails, WhatsApp messages, chatbots, third-party platforms, 
and even offline events. The significant workload isn't following leads along multiple channels. 
The hard part is when you have no single system governing all these different ways of tracking 
leads; following up, assigning incorrectly, or failing to follow up altogether. 
It is not simply time you are wasting, but revenue.
Sales teams already have a full plate managing calls, demos, and reporting. Relying on sales 
teams to play lead cops and keep track of sales inquiries across platforms is neither practical nor
manageable. A sales CRM, specifically built for capturing leads from multiple channels, 
automates the funnel from inquiry to prospect, increasing conversions like never before.
This article will explore the challenges, the solutions, and the best practices for managing leads 
across your platforms—how a customizable CRM system like Archiz can become the hub of your
sales universe and additionally save hundreds of opportunities for your sales team.
The Difficulty of Managing New Customers Across Multiple Channels 
Disconnected Tools, Disconnected Data 
Every business uses various tools to connect with customers, whether it’s Facebook for building 
brand awareness, Google Ads for conversions, email for nurturing, WhatsApp for quick follow-
ups, or offline events for networking directly. The mixed-use of channels to reach customers is 
not a bad thing; however, it does come with several challenges: 
Duplicate leads and inaccurate data 
Inconsistent sales processes 
Failure to follow up in a timely manner 
Failure to measure each (marketing) channel’s ROI 
Each of these channels lives in isolation from the others, leaving you to manually stitch together 
a functioning sales pipeline. Even if you get everyone on the same page, manual data entry 
increases the potential for human error. Without a unified view, your sales team is essentially 
blind. 
Missed Opportunities = Missed Revenue 
If you can imagine a high-intent lead messaging you from Instagram and losing interest because 
they didn’t hear back from you in time or a potential B2B lead filling out a contact form and no 
one ever calling them back because it got hidden below an email thread, those are real losses, 
and they will cost you money. 
You probably don’t imagine that it happens as frequently as it does. 
Research shows that over 55% of sales teams fail to follow up to leads identified over two 
channels because of a lack of internal coordination and trust, and subsequently that trust is lost.
Multi-Channel Lead Capture What is it?
A Modern Sales Lifeline 
Multi-channel lead capture collects and collates leads from all sources—be that online or offline
—and funnels them into a single source, typically into a Sales CRM platform. These channels 
could include 
 Website Forms
 WhatsApp Chats
 Social Media DMs (Facebook, Instagram, LinkedIn)
 Live Chat Widgets
 Phone Calls
 Email Enquiries
 Third-Party Lead Providers
 In-store/Offline
With the right automation and integration, every lead from any touchpoint can be recorded in 
your CRM for your sales team, with source tags, time stamps, and lead data.
Benefits Of Multi-Channel Lead Capture:
🔄 Easy lead syncing across platforms
 ️Speedy lead response time with automation
🔄 Analytics by channel performance
🔄 Lead prioritization and routing rules
🔄 Increased sales productivity and ROI
No longer will you have sales reps waste time manually entering leads or sifting through 
message strings. With a proper sales management software solution, every lead straight into 
the funnel—in real time—enables your team to engage, convert, and close quickly and efficiently.
How Archiz CRM Integrates All Your Lead Sources into One Dashboard
Archiz CRM has one goal: to alleviate one of the most significant pain points for growing 
businesses: lead chaos. It doesn't matter if you have 100 leads a month or 10,000 leads a month
—Archiz CRM makes sure you don't miss an inquiry and ensures it gets converted.
1. The All-In-One Lead Capture Machine
Archiz integrates with every major platform that a lead can arrive from: Facebook Lead Ads, 
WhatsApp Business API, Google Ads, web forms, and 3rd-party portals. Once a lead arrives 
from any source, the entry will automatically populate the CRM in full context; Name, phone 
number, email, inquiry details, original source platform, and more.
You won't need to jump between tabs or apps anymore.
2. Real-time lead notifications
Once a lead is captured, real-time notifications will be sent to the assigned sales reps via email, 
mobile, or desktop. This allows for a quick response to all leads, especially critical leads.
Imagine your team getting a WhatsApp lead at 9:05 AM. They follow up on that lead by 9:07 AM. 
Instant lead capture in action.
3. Smart Lead Routing & Assignment
Archiz gives you the ability to configure your routing on geography, lead source, product interest, 
or agent capacity. Once the rules are set, the leads will automatically go to the sales rep or team 
selected without manual intervention.
This means everyone will have less
4. Unified Lead Timeline & Communication Logs
Every interaction—call, message, email—is tracked in a centralized communication log. Your 
reps have a 360° view of each lead’s journey, making follow-ups highly personalized and 
effective.
Whether a lead messages you via WhatsApp on Monday and fills out a form on Thursday, Archiz
connects the dots.
5. Integration with the Best Tools
Need to integrate with tools like Mailchimp, Slack, Google Sheets, or Zapier? Archiz offers some 
of the best CRM integration solutions in the UAE, helping you connect your favorite tools without 
custom code.
Final Thought: Increase ROI with Never Losing a Prospect Again
In 2025, speed and accuracy will be the currency of sales. No lead waits—they are gone in an 
instant if there is no follow-up or if their request goes missing in the frenzy of messages. The real
power is capturing and converting leads across every channel without losing them. 
This is exactly why modern companies are using multi-channel lead capture with powerful Sales 
CRM systems. 
With Archiz, you aren’t just managing leads but mastering leads. 
Whether you operate in real estate, education, finance, or B2B technology, Archiz CRM is the 
customizable CRM system to deliver: 
 Unified communication 
 Automate lead routing 
 Faster engagement 
 And never miss an inquiry again
Initiative to be trusted as one of the best CRM integration solutions in the UAE, Archiz gives your 
sales team CRM the tools and intelligence they need to close more business—faster and 
smarter.
FAQs
1. What is a multi-channel lead capture strategy?
A multi-channel lead capturing strategy is when a company collects leads/prospects from 
multiple platforms (websites, social media, emails, or even WhatsApp and offline) and will insert 
them all into one Sales CRM to easily track and follow up.
2. How does Archiz CRM support multi-channel lead capture?
Archiz CRM can automate the process of collecting leads from each channel and will instantly 
capture every lead in one location on a single dashboard. Archiz CRM will automatically assign 
leads, trigger SLAs, and record all activity to enable seamless follow-up, all in one place.
3. Is multi-channel lead capturing useful for B2B companies?
Yes, definitely! For B2B sales CRM workflows, having one database for leads will allow for 
quicker outreach, segmentation, and a stronger personalized connection. These are extremely 
contributing factors in closing high-value deals.
4. Can I create my own lead routing rules in Archiz?
Yes, Archiz is a customizable CRM and allows you to establish rules for routing based on 
geography, product, source of the campaign, and/or the workload of the agent, so it alleviates 
manual efforts.
5. What are the best integrations available with Archiz?
Archiz integrates with your WhatsApp Business API, Facebook Lead Ads, Google Forms, Gmail, 
Outlook, Zapier, Mailchimp, and many more! Archiz is one of the best CRM integration solutions 
for UAE businesses.