★★★★★
“Every call becomes a CRM contact with a clean summary. Sales pick up hot leads within minutes.”
Feature Deep‑Dive • AI Receptionist UK
Lead Capture & CRM Sync
Turn calls into qualified leads. AI captures contact details and call intent, validates email/phone/postcode, applies lead scoring, records consent, and syncs to your CRM, helpdesk or email list in real time — with dedupe and field mapping for UK SMEs.
Validation & Dedupe
Scoring & Segmentation
Webhooks & CRM Sync
Consent & GDPR
4.9/5 from 1,800+ UK reviews • Typical users cut missed calls by 60–90% • Cancel anytime • GDPR‑compliant UK platform
How AI captures, validates and syncs leads
From phone call → qualified contact → instant follow‑up.
1) Capture & structure
AI gathers name, phone, email, postcode, service needed, budget and timeframe. It writes a concise call summary with intent tags.
- Custom fields and sector‑specific prompts
- Caller context (campaign/source, line dialled)
- Auto‑format UK postcodes and phone numbers
2) Validate & dedupe
Email syntax and DNS checks; UK number patterns; optional postcode lookup. Dedupe by phone/email to avoid duplicate contacts.
- Merge into existing contact with a new note
- Flag partial data for human review
- Blocklisted domains and throwaway emails
3) Score & sync
Apply a lead score (0–100) based on intent, urgency and fit. Sync to CRM/helpdesk/email via native connectors or webhooks.
- Map fields to Contacts, Deals, Tickets
- Assign owner/queue by rules
- Trigger automations and journeys
Integrations and automation
Connect your stack; follow‑up automatically.
CRMs & helpdesks
Connect popular CRMs and helpdesks via native connectors or webhooks. Keep contacts, deals and tickets in sync.
- Contacts/Companies with owner assignment
- Deals/opportunities with stage and value
- Tickets with priority and SLA
Email & SMS marketing
Add leads to lists with consent status and segments. Send instant confirmations and nurturing sequences.
- Double opt‑in with consent timestamp
- Segments: intent, location, score
- Templates for confirmations and reminders
Webhooks & Zapier
Push structured JSON payloads to any endpoint. Build bespoke flows without waiting on engineering.
- Retry on failure with dead‑letter queue
- Signed requests and IP allow‑lists
- Field mapping and transformations
Data quality, consent and GDPR
Capture clean data with the right permissions.
Consent capture
AI can read disclosures and ask for opt‑in. It stores a consent record with timestamp, line/campaign and wording used.
- Separate consent for SMS vs email
- Audit trail per contact
- Easy export for SAR requests
GDPR controls
UK/EU hosting, encryption in transit/at rest, role‑based access and retention/deletion policies you control.
- PII masking and redaction options
- Scoped API tokens
- DPA and sub‑processor disclosures
Source tracking
Tag leads by number/campaign, store UTMs, and attribute revenue to calls to prove ROI.
- Per‑line/source tagging
- First‑touch vs last‑touch fields
- Attribution reports and dashboards
Industry workflows — tuned for UK teams
Prebuilt lead forms and scoring models you can customise.
Healthcare & Clinics
Capture patient details, treatment interest and availability. Route clinical keywords to humans and store consent.
- Clinic intake with consent fields
- Urgent flags and live transfer
- Two‑way calendar booking
Trades & Home Services
Collect job type, address/postcode, access notes and timeframe. Score emergencies higher and alert on‑call.
- Postcode validation and geo‑routing
- Photos/notes link in the CRM record
- SMS quote confirmation templates
Legal & Professional Services
Capture matter type, urgency and conflict checks. Escalate complaints, log summaries and assign to the right team.
- Conflict keywords and escalation
- VIP client recognition
- Matter intake mapped to tickets
Analytics and KPIs
Prove impact and optimise every week.
Funnel metrics
- Calls → Leads → Bookings → Revenue
- Lead score distribution and win rates
- Time‑to‑first‑response and SLA
Quality metrics
- Validation pass rate and dedupe hits
- Consent status by channel
- Attribution by line/campaign
Operations
- Owner assignment and queue ageing
- Outcome tags and follow‑up tasks
- Transcript keyword heatmaps
Lead capture capability matrix
Use this checklist in your vendor scorecard.
| Capability | Minimum Standard | Preferred (Best‑in‑Class) |
|---|---|---|
| Field capture | Name, phone, email | Custom fields, postcode, budget, timeframe |
| Validation | Email syntax, UK phone patterns | DNS/SMTP checks, postcode lookup, blocklists |
| Dedupe | By email OR phone | Smart merge with update strategy |
| Scoring | Basic rules | Weighted intent + urgency + fit |
| Consent | Manual flag | Recorded timestamp, wording, channel |
| Sync | CSV export | Real‑time API/webhooks, retries, mapping |
| Attribution | Source tag | UTM fields, per‑line tagging, revenue link |
| Security | HTTPS API | Encryption, RBAC, DPA, audit logs |
See also: Appointment Booking • Live Transfer & Routing
What UK teams say about lead capture & CRM
Real wins after enabling structured intake and instant sync.
Rated 4.9/5 from 1,800+ UK reviews
Scroll sideways to see more reviews
★★★★★
“No more typos or duplicate contacts. The validation and dedupe are brilliant.”
★★★★☆
“We finally attribute calls to campaigns. The source tags and UTMs closed the loop.”
★★★★★
“Consent is logged per channel so marketing can nurture confidently.”
Lead Capture & CRM — FAQs
Answers for UK teams connecting phone leads to their stack.
Can we customise fields per campaign or number?
Yes. Use per‑line forms and mappings. A sales campaign can collect budget and timeline; a support line can collect account ID.
How are errors handled on webhook failures?
We retry with backoff and keep a dead‑letter queue. You’ll see alerts and can replay once the destination is available.
Can we assign owners based on postcode or product?
Yes. Use routing rules at sync time to assign owners or queues based on postcode, product, score or campaign.
Do you support double opt‑in?
Yes. Send a verification link/SMS automatically. Consent status is updated in the CRM and your lists.
How quickly can we go live?
Same day for common CRMs. Map fields, add your disclosures and test a few calls — then forward your number.
Capture every caller — synced to your CRM in seconds
Start a free trial, enable validation and dedupe, and connect your CRM in minutes. Keep your UK number, add consent prompts and prove ROI with attribution.