LeadOne AI turns a Meta lead into a site visit, a booked unit and a paid demand letter, with the stacking plan, cost sheets and approvals already built in.
What LeadOne AI does for you at every step, built in from day one, and what the same step looks like with HubSpot. Pick a stage to focus on it. The orange marks are where LeadOne AI pulls ahead most.
Meta Lead Ads arrive as leads tagged with the campaign. Reps add leads by voice, by scanning a visiting card or enquiry screenshot, or the office imports Excel and CSV files. Every number is checked for duplicates.
Self-serve Meta connection is rolling out; until then we connect your page with you.
Marketing-led capture, with the Meta connection, fields and assignment set up for your account.
Hot, Warm and Cold, seven sales stages, reminders with quick presets and a My Day list of who to call. One tap to call, WhatsApp or SMS, with a check before contacting DND numbers.
Tasks and sequences built around email, configured by your admin.
Schedule the visit from the lead, get a reminder that rings even without signal, and record the outcome and next step on the timeline. Managers see a team task board by person and day.
Built for general B2B sales, so a site visit becomes a meeting or a custom object set up for you.
A stacking plan of every tower and floor, coloured available, booked and sold, on the phone and in HQ. Search a unit by number. Load units from a spreadsheet or let LeadOne AI read your price sheet.
No towers or floors as standard, so unit availability is a custom object or a shared sheet.
An itemised cost sheet with base price, floor rise, parking, other charges and GST, as a PDF or on WhatsApp, for one unit or several. Discounts above a rep's limit wait for a manager, who approves all, part or none.
Quotes are line items for products, so floor rise, parking and GST are set up as custom fields or templates.
Token booking from the phone. A unit can only be booked or sold with its buyer attached, and once booked it shows as booked to everyone.
Unit status is tracked in the custom object or sheet your team maintains.
Demand letters with GST, your bank details and a UPI link, as one PDF or a ZIP per buyer. A ledger per buyer, ageing from 0–30 to 90+ days, WhatsApp reminders ready to send and a Tally CSV export.
Demands and receipts are handled in an accounts tool or Excel.
Milestones per tower that match your payment plan. Mark one done and LeadOne AI lists every buyer who now owes and raises their demand letters.
Construction-linked demands are not part of a general sales CRM.
Booked revenue, money received and due, and the pipeline on the owner's phone. Stage funnel, sources and leads by rep in HQ, and a leads summary PDF for any date range.
Owner, admin, manager and sales rep roles. Hand leads over one by one or in bulk, check attendance, and see every change in the audit log with before and after values.
The LeadOne AI app is built for people who sell on site: big touch targets, voice entry in English, Hindi and Marathi, and offline use that syncs when the signal returns.
Live on iPhone. Android is in closed testing.
LeadOne AI reads brochures, price sheets and RERA documents to set up a project, scans cards and screenshots, turns voice into leads and answers questions such as “Who should I call first?”. You review before anything is saved.
The WhatsApp agent that replies to new enquiries is in pilot.
An Instagram Lead Ad on Friday evening, a family visit on Sunday, a price request and, later, the first demand.
The form fill arrives with the campaign, and the duplicate check confirms it's a new buyer.
Arrives through the Meta integration and is assigned by the workflow your admin built.
The rep calls from My Day, then sends the brochure on WhatsApp from the lead in one tap.
A task or sequence step. WhatsApp depends on which channels are connected to your account.
Scheduled from the lead with a reminder. Done, with notes, before the family leaves.
A meeting or custom visit record, updated after the visit.
The rep filters the stacking plan on the phone and shows what's still available on the floors the family likes.
The rep checks a custom object or calls the office to check the sheet.
The ask is above the rep's limit, so the owner approves part of it in Approvals and the quote unlocks at that price.
A deal approval if one was set up, with the cost sheet prepared separately.
When the milestone is done, the demand letter and buyer ledger are already in LeadOne AI HQ.
Prepared in an accounting tool or Excel, outside the CRM.
Moving is an import and a review, not a project. Your brochure sets up the inventory, Meta leads start flowing in, and the team is invited by role. Nothing is deleted from HubSpot, so you can move one project at a time.
Export contacts and deals from HubSpot to CSV with owner, lifecycle stage and source.
Import into LeadOne AI and merge the numbers it flags. Map lifecycle stages to LeadOne AI's seven sales stages.
Upload the brochure and price sheet for LeadOne AI to read, or import a units sheet.
Link your Facebook page so Lead Ads form fills arrive in LeadOne AI. During the roll-out we connect it with you.
Invite reps and managers by role and set each project's discount limit, so reps quote on their own up to it.
hello@leadoneai.com
Android: coming soon to Google Play