Lead Capture

All your ad enquiries in one place, the moment they arrive

Facebook, Instagram, TikTok, Snapchat, LinkedIn and Google ad forms, chats that start from your ads, your website form and your spreadsheets all land in one list within seconds, with the exact ad that brought each enquiry attached.

In plain words:When someone fills in your ad form or messages you from an ad, their details appear in BM CRM straight away, ready for your team or the AI to answer. No downloads, no copying from one screen to another.

Every source, one list Arrives in seconds The ad that brought it, attached
Any platform’s form, one pipelinecaptured in seconds
Name
Grace Sinclair
Phone
+44 7911 ••• ••41
Which service?
Villa garden design
Tagged: Meta · Campaign “Villas Q3” · custom answers mapped
What it looks like

A form filled in at 9:12pm, on your list before your team is back

Every answer the customer gave is a detail you can filter, with the channel, campaign and ad attached, and the AI can already be replying.

Saturday's ad form, exactly as it arrived08:05 · the morning after the water went down
Name
Ruth Pargeter
Property
HX7 · terraced, ground floor, back room and hall
What is wet
Floorboards up, plaster soaked to about 300mm
Insurance
Claim opened last night, no loss adjuster yet
Asked: how did you hear of us?
"Card through the door" — though she clicked the advert
Filed to Meta, campaign "Valley flood response", with the advert that carried her. Her answer about the card is kept beside it, in her own words, and the record does not decide which of the two is the truer story.
How it works

Connect each source once, and stop downloading spreadsheets

Three things happen to every enquiry, in this order, whichever channel it came from.

  1. 01The platform tells BM CRM the moment it happens.Facebook, Instagram, TikTok, Snapchat, LinkedIn and Google notify BM CRM as soon as a form is sent; chats from your ads arrive with their first message. Nothing to download, nothing to wait for.
  2. 02Answers become details, not a block of text.Every question on the form, standard or your own, becomes a detail on the customer: budget, service, model, area. You can filter and report on each one.
  3. 03The enquiry gets an owner and a first reply.It goes to the right teammate by campaign or in turn, that person is told on their phone, and the first message can go out automatically while the customer is still interested.
Advert · site · chat · card · spreadsheet
Filed by route
the card is not the advert
No campaign fits?
lands on the owner, with an alert
A person answers
the insurer question is not ours
What you can count on

Built in and always on, on every enquiry

These are not settings someone has to remember. They hold on every enquiry, whatever anyone configures.

No enquiry is counted twiceAd platforms sometimes send the same form twice. BM CRM recognises it and keeps one record, so your numbers and your team's time stay honest.
One person, one customer recordThe same person enquiring twice becomes one customer with two enquiries, so your team sees the whole history instead of two half-conversations.
An import never messages anyoneBringing in a list only creates records. Imported customers get no automatic messages, ever, so a spreadsheet can never surprise them.
Every enquiry remembers its adThe channel, campaign and ad stay with the customer for good, so months later you still know which spend brought them.
What it captures from

Every source you already pay for

Named, so you know exactly what "all your enquiries" means.

Ad forms

  • Facebook & Instagram lead forms
  • TikTok lead forms
  • Snapchat lead forms
  • LinkedIn lead forms
  • Google lead forms

Chats

  • Ads that open WhatsApp
  • Instagram messages
  • Messenger
  • Telegram
  • Comments under your ads

Your own channels

  • Your website form
  • QR codes
  • CSV, Excel and Google Sheets
  • Typed in by your team
What you get

What changes in your week

One list instead of six dashboards

Enquiries from every channel share one board, one meaning of "serious" and one report. You can finally compare what an enquiry costs on Facebook, TikTok, Google and your own website, because they are measured the same way, and nobody keeps a private spreadsheet for the channel they run.

WhatsApp · Saturday 08:11off the card, not off the advert
Keyword DRY · leaflet round posted Friday teatime, the flooded streets only
Card came through the door last night. Water's gone but the back room is still soaked and my mum is 84 and sleeps downstairs. Are you out today?
We are — a surveyor is working the valley all morning. 10:30 or 12:15, whichever suits you. The damp survey is £120.00 including VAT and it comes off the bill if we do the drying.
Does my insurer pay you or do I have to use whoever they send?
I am not going to guess at that one — it turns on your policy and on the adjuster. It is written on your record as you asked it, and Kieran, who has the valley today, answers it here before noon.
10:30 then. Thank you.
Booked · the word she typed is what filed her under the leaflet round rather than paid social, so the round can be counted on its own at month end
One word on a card is the whole difference between "we posted 400 leaflets" and "the leaflets brought fourteen surveys".

A name on every enquiry

New enquiries go to a teammate by campaign or in turn, and that person is told on their phone. An enquiry with a name on it gets worked. An enquiry in a shared pile waits for whoever looks first, which on a busy day is nobody.

A word per round, printed on the card
WhatsApp "DRY" → 07••• ••••••

Friday's round went through 400 doors on the streets that took water, and those cards carry a word the online adverts never use. Whoever types it files into the leaflet campaign and into nothing else — so the round is judged on what it brought, instead of disappearing into the same pile as the advert.

The first reply before the customer cools

A new enquiry can start an approved WhatsApp message or the AI assistant the moment it lands, so the conversation starts while your ad is still the reason they are interested, not tomorrow morning.

FAQ

Questions people ask before they buy

What do I need to set this up?

Access to the ad accounts and pages you want connected (Facebook and Instagram, TikTok, Snapchat, LinkedIn or Google), and your website if you want its form connected too. Each one connects with its official login.

Who sets it up?

You can, with guided steps inside BM CRM: connect an account, pick the forms, choose who gets the enquiries. On the Lead Generation + CRM plan, our team does it for you.

Which plan includes it?

Every plan. The pricing page shows what each plan includes and how many enquiries and contacts it covers.

Which sources are supported?

Facebook and Instagram lead forms, ads that open a WhatsApp, Messenger or Instagram chat, TikTok lead forms (including Instant Pages), Snapchat lead forms, LinkedIn lead forms, Google lead forms, Telegram, your website form, and CSV, Excel or Google Sheets imports.

How fast do enquiries arrive?

Within seconds. The ad platforms notify BM CRM the moment a form is sent, so there is no waiting and no manual export.

Do my own form questions come through?

Yes. Every question on the form, including the ones you wrote yourself, becomes a field on the customer, so the answers arrive as usable details rather than a block of text.

Will importing a list message anyone?

No. An import only creates records. Messages go out when you send them, and only to people who agreed to hear from you.

What stops the same person becoming two enquiries?

BM CRM recognises the same person and keeps one customer record with both enquiries on it, so your team sees the whole history in one place.

More features
Website Forms Website Chat AI Agent Team Inbox Pipeline Broadcasts Automations Meetings Reports Segments AI Voice Roles & Teams Attribution

Stop losing the enquiries you paid for.

Connect your ad accounts once, and every enquiry lands in one place with the ad that brought it, ready to be answered in seconds.

Get startedBook a demo