Marketing
See which companies are getting ready to buy, with their consent.
Lead Intelligence turns consented website visits into accounts, intent scores and buying stages, alerts your team when an account turns hot, and shows which channels really bring in revenue.
Why it matters
Website analytics tell you how many people visited, not which prospect read your pricing page three times this week. Enquiries arrive with no history, ad spend is judged on clicks instead of clients, and the hottest leads wait in a queue like everyone else.
Lead Intelligence in detail
-
Accounts, not just visitors
Visits roll up into company accounts: a known lead or client's company, a company matched by email domain, or the business domain itself.
- Free-mail domains never make an account
- Grades: A hot and a good fit, B good fit, C interested, D low
- Fit with your ideal customer by industry, size, revenue and region
-
Intent and buying stage
Each activity earns points that fade over time, and the pages people read set their buying stage.
- Page tags such as pricing, case studies, booking and contact
- Stages: Researching, Comparing, Ready to buy
- Suggested score weights worked out from deals you won and lost
-
Alerts where your team works
Signals such as Ready to buy and Hot account reach the people you choose.
- In the Inbox, by email, in team chat or as a text by email
- An hourly cap and a Send a test alert button
- Workflow trigger when a company account becomes hot
-
Attribution and ad spend
Credit new leads and paid invoices to the visits before them and compare channels against what you spent.
- First touch, last touch, linear or time decay
- Import ad spend from Google Ads or Meta exports
- UTM link builder with visits for each saved link
-
Capture campaigns
Show the right offer to the right visitor: first visit or returning, lead or client, intent score, buying stage or campaign.
- Popups, slide-ins and inline offers with a priority order
- Form abandoned and campaign converted smart segments
Questions
What about privacy and consent?
Only visitors who accept tracking have a history, a visitor's IP address is recorded only when they accept, and you set consent, retention and collection in Settings. A declined visitor is treated as a first-time, unknown visitor.
Will my own team's visits skew the numbers?
No. Visitors linked to your staff, or using an email at your own domains, never make an account.
Is a high intent score a promise of a sale?
No. It tells your team where to look first. Open the recorded events before deciding how to follow up; starting a form and submitting it are different actions.
More about Marketing
- Email delivery and address checks
Connect your mailbox, check addresses as they come in, and keep a do-not-email list that every part of CRM-NG respects, from campaigns to nurture emails.
- Marketing overview
See Marketing running on your own data.
Every module runs on CRM-NextGen Cloud: we set it up and run it for you. Beta members get the first invites and hear pricing first.