Lead Capture & Qualification
Answer new leads in seconds, not tomorrow morning.
When someone fills in your form, calls your ad number or sends an enquiry, Middlesurf responds right away. It asks your qualifying questions, sends the ready-to-buy leads to sales and logs every answer in your CRM.
The problem
Leads go cold in hours, not days.
A showing request comes in at 4:12 on a Saturday. A potential client fills in your intake form at 10 pm. An ad you’re paying for brings in three calls during a staff meeting.
By the time someone gets back to them, they’ve already booked with whoever answered first, including the leads you paid for.
What it does
What it does with every new lead
Responds right away.
By text, email or phone, depending on what the lead asked for. A call-back happens only when they requested one.
Asks your qualifying questions.
Timeline, budget range, location or service area, property type, type of matter. One question at a time, the way a good coordinator would ask.
Sorts and routes.
Ready-to-buy leads ring your sales line or the agent on duty right away. Good-but-not-yet leads get a booked consult. Leads that aren’t a fit get a polite answer or a referral, so your team never has to make that call.
Books the next step.
A consultation, showing or estimate visit goes into the right person’s calendar.
Logs everything to your CRM.
Contact details, answers, lead source, the full conversation and the consent record are all on the lead’s record. If someone enquires twice, it can update their existing record instead of creating a duplicate.
Covers every channel.
Website forms, landing pages, phone calls and ad lead forms all feed the same process. We connect the sources you use.
How it works
From form to qualified lead
A lead arrives.
A form, a call, an ad lead form or an email enquiry.
The AI responds on the right channel, introduces itself as your assistant and confirms what the person asked for.
It qualifies using the questions and criteria you’ve agreed with us.
It routes.
Hot leads go to a person now. Warm leads get a booked next step. Others get a helpful answer.
Your CRM is updated with every answer, and your team gets an alert for anything that needs a person.
Your criteria
You define what “qualified” means.
Your best salesperson knows a good lead in two minutes. We sit down with them and turn that judgement into questions and rules: which postal codes you serve, minimum job size, which matter types you take, who handles what. You can change the rules any time.
Compliance
Fast, and within the rules.
Responding quickly is good business, and it has to be done properly. We build consent tracking and opt-outs into how leads are contacted.
Consent recorded.
The source and date of every enquiry are tracked, so follow-ups stop when they should.
Every message identifies you and includes an easy way to opt out. Opt-outs are honoured automatically.
Recording notices included.
When calls are recorded, callers are told at the start.
Only the data you need.
Qualifying questions are limited to what you actually use.
We design the system to help you meet your obligations, but you remain responsible for your consent practices. We recommend confirming your approach with your legal adviser.
Integrations
Works with your CRM and lead sources
We connect lead capture to the CRMs and lead sources you already use, and build each connection for your business.
- CRMsHubSpot, Salesforce, Zoho CRM, Pipedrive
- Real estateFollow Up Boss
- Legal intakeClio
- Lead sourcesWebsite forms (via webhook), Google Ads lead forms, Meta lead ads
- CalendarsGoogle Calendar, Microsoft 365 / Outlook
- AlertsSMS, email, Microsoft Teams, Slack
Try it by phone
Hear it answer for yourself.
Call our main line. Our own AI assistant asks what you’re interested in, cloud or AI, and takes it from there, the way it would handle a new enquiry for you.
Our AI assistant answers in English, French and many other languages. It can take a message, pass on your request for a call with our team, or put you through to a person.
FAQ