From the campaign to the active client, with no manual retyping
Campaigns, routing, onboarding and the full file, in a single flow.
Capturing the prospect is the easy part
- Prospects left without a reply inside the useful window
- Duplicate records across Meta, LinkedIn and the CRM
- No visibility of the real conversion rate by source
How it works, step by step
Itera Lead 360 connects your Meta and LinkedIn campaigns to the CRM, hands each prospect to the rep whose turn it is, and shows you the whole funnel. Nobody retypes a field at any step.
Campaigns
Every prospect arrives knowing which ad it came from. At month end you see which campaign brought clients and which only spent budget.
- Meta and LinkedIn
- Source per ad
- Cost per client
Automation
The prospect lands, goes to the rep whose turn it is, and their phone rings — not the whole group's. Nobody retypes a field from one screen into another.
- Round-robin routing
- Alert to the rep
- No double entry
Data
Every request in one table, with who touched what and when. When the regulator asks, the answer comes straight out of it.
- One single table
- Who touched what
- Exportable
Dashboards
How many come in, where they stall and which campaign pays. The meeting argues with what the dashboard shows, not with what each person remembers.
- Live funnel
- Performance by campaign
- Where they stall
Onboarding, on the client’s phone
Once the prospect is approved, they get a link and complete their file from their phone: they know which documents to have ready, verify their identity and confirm their details in minutes. No calls chasing a missing document, no queues, no rework.
- Document OCR
- Face liveness
- Biometric verification
Integration
Run it from our own platform and you need nothing else. And if you already work with a CRM, the file lands there complete.
- Audit trail
- Case management
- Risk scoring
- Roles & permissions
Staged implementation, by priority
You don't have to take all of it. Each stage works on its own and connects to what you already run, so you can start where it hurts most and grow from there.