One lead inbox
See active, closed, and deleted leads with source, issue, assignment, and received time together.
Jacklin.ai Lead CRM
Capture every lead. Manage it in Jacklin.ai or in the CRM you already use.
Capture is optional. Use it when your website needs a focused lead workspace; use Direct Connect when conversations should stay in the system you already have.
Capture is ready for a contact form submission
Capture workspace
Pike Plumbing
Active leads2 open
Morgan Lee
ContactedNo hot water
Alex Carter
NewSewer backup
Ready for the next lead
Watching the Pike Plumbing website.
Capture
Email
Manage
Forward
Built-in lead management
Enough structure to move quickly. Enough context to stay accountable.
Clear ownership
Assign leads to team members and keep status changes and notes attached to the customer record.
Delivery history
Track business email alerts, external CRM forwarding, and delivery results for Capture leads.
Accountable timeline
Preserve the events between website submission and follow-up so the team can see what happened.
Use Jacklin.ai as your CRM, or send leads to the CRM your team already knows.
Add an intake email in customer settings and Jacklin.ai forwards each new lead in a structured message. This works with CRMs that accept leads by email.
Jacklin.ai keeps the original lead and forwarding result visible, even when another CRM manages the next step.
1. Lead captured
Contact details, issue, source, and consent are saved in Jacklin.ai.
2. Structured email sent
The lead is forwarded to the customer-configured CRM intake address.
3. Delivery recorded
Success, dry-run, or failure appears in the Jacklin.ai lead timeline.
See the lead workspace
Give your team a faster path from website request to managed follow-up.
See the built-in CRM and optional external CRM forwarding in a tailored Jacklin.ai preview.