Project proposal · Walkthrough

Ad-to-Customer Automation System

One connected system that creates your ads, captures every lead, and has an AI assistant call and message each one within seconds — so no enquiry ever goes cold.

Prepared August 2026 · Everything below is an interactive preview with sample data — nothing here is live customer data.

1Ad BuilderGoogle & Meta ads from one screen
2Landing PageEvery ad gets its own page
3Lead CapturedForm goes straight to your CRM
4AI Follow-upCalls & messages in seconds
5You're NotifiedEmail + app notification
01Ad Builder

Create ads for Google and Meta from one place

Instead of juggling two complicated ad platforms, you fill one simple form: what you're promoting, who should see it, and your daily budget. The system prepares the right format for each platform and publishes it.

Ad Builder — new campaign

Preview — in the real system this publishes to your connected ad accounts.

Preview — Google search result
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  • One form, both platforms. No more learning two ad managers.
  • Right format automatically. Search ad for Google, visual ad for Meta.
  • Budgets stay in your control. Set a daily cap; pause anytime.
02Landing Page & Lead Capture

Every ad leads to a page built to capture the enquiry

When someone clicks your ad, they land on a clean page that matches the ad they clicked. They leave their details — and that enquiry appears in your CRM instantly. Try it yourself: submit the sample form below and watch the dashboard in the next section update live.

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Demo form — fill with sample data. Nothing is sent anywhere.

  • Matched to the ad. The page repeats the ad's promise, so visitors don't bounce.
  • Fast and mobile-first. Most ad clicks come from phones; the page is built for them.
  • No enquiry lost. Every submission is stored in the CRM the moment it happens — not in an inbox someone checks tomorrow.
  • Sample data everywhere. This whole document runs on realistic sample data so you can see exactly how it will feel.
03CRM Dashboard

Every lead in one dashboard, with its whole story

The CRM is your single view of every enquiry: where it came from, what the AI has done with it, and what happens next. No spreadsheets, no lost WhatsApp threads.

12
Leads today
▲ 4 vs yesterday
7
Qualified by AI
▲ 58% qualify rate
3
Meetings booked
▲ 2 this morning
₹64
Cost per lead
▼ 18% this week
CRM — today's leads
LeadSourceStatusLast activity
Ananya IyerKitchen renovation
Google AdsMeeting bookedSite visit — Sat 11:00
Rahul VermaFull home interior
InstagramQualifiedAI call — budget confirmed
Sneha KulkarniOffice space
Google AdsAI calling…Call started just now
Imran ShaikhFull home interior
FacebookNewEnquiry received 2 min ago
Kavita RaoJust exploring
InstagramNot interestedAI call — asked not to contact

Live demo: submit the form in the section above and your sample lead appears here, then watch the AI move it forward automatically.

04AI Workflow Automation

An AI assistant that works every lead in seconds — not hours

Speed is everything with ad leads: call within five minutes and you are many times more likely to win the customer. Your AI assistant doesn't need five minutes — it starts in seconds, every single time, day or night.

Instantly
New lead lands in the CRM

The moment the form is submitted, the workflow starts. No human has to notice anything.

📞
Within 60 seconds
AI calls the lead

A natural-sounding AI voice greets them by name, confirms what they need, answers common questions, and asks the qualifying questions you define — budget, timeline, location.

💬
After the call
AI messages them

A friendly WhatsApp/SMS follow-up with a summary, your brochure, and a booking link. If they didn't pick up, the message invites them to choose a time.

🗂️
Automatically
Lead is qualified and booked

The CRM records the call summary, marks the lead qualified or not, and books the meeting straight into your calendar.

✉️
Every step
You get an email update

“Rahul Verma qualified — budget ₹8–10L, wants a call Saturday.” You read the outcome, not the noise.

WhatsApp — AI follow-up (sample)
Hi Rahul! Thanks for your enquiry about full home interiors. I've noted your budget of ₹8–10L for a 3BHK. Would Saturday 4pm work for a free design consultation? 2:41 pm
Saturday works 👍 2:44 pm
Perfect — you're booked for Saturday 4pm. I've sent the details to your email. See you then! 2:44 pm
📞
AI call summary — Rahul VermaDuration 3m 12s · Today 2:38 pm

Interested in full home interior for a new 3BHK. Budget ₹8–10 lakh, possession next month. Prefers weekend site visit. Qualified — meeting proposed for Saturday.

05Admin Mobile App

Your business in your pocket

An admin app for you and your team: every new lead, every AI call outcome, and every booked meeting arrives as a notification on your phone. Open the app to see the full CRM, listen to call recordings, or jump into any conversation yourself.

2:44
Tuesday, 25 August
LeadDesk · now
Meeting booked 🎉Rahul Verma — Saturday 4pm, full home interior, budget ₹8–10L.
LeadDesk · 2 min
New lead: Imran ShaikhFacebook ad · Full home interior · AI call starting…
LeadDesk · 9 min
Lead qualifiedSneha Kulkarni — office space, 2,000 sq ft, ready this quarter.
  • Notifications that matter. New lead, qualified, booked, needs attention — you choose what pings you.
  • Full CRM on mobile. Statuses, call summaries and chat history, wherever you are.
  • Step in anytime. Take over any WhatsApp thread or call a lead yourself with one tap.
  • For the whole team. Each teammate sees their own leads and gets their own notifications.
06What you get

One system, from ad click to closed deal

Six modules that work as one. You run the business; the system runs the follow-up.

🎯
Ad Builder

Google & Meta campaigns from one simple screen, with budgets you control.

📄
Landing Pages

A fast, mobile-first page for every campaign, built to convert clicks into enquiries.

📥
Lead Capture

Every form submission lands in the CRM instantly — nothing sits in an inbox.

🗂️
CRM Dashboard

Every lead's source, status and full history in one place, for you and your team.

🤖
AI Follow-up

AI calls and messages every lead in seconds, qualifies them, and books meetings.

📱
Admin App

Push notifications and the full picture on your phone, wherever you are.

How we'd roll it out

Phase 1
Capture & CRM

Landing pages, lead capture and the CRM dashboard go live first — every enquiry is stored and visible from day one.

Phase 2
AI follow-up

The AI calling and messaging workflows switch on, with your scripts, your qualifying questions and email updates.

Phase 3
Ads & mobile app

The ad builder connects to your Google and Meta accounts, and the admin app brings it all to your phone.

Timelines, pricing and exact feature scope are agreed together after this walkthrough — this document is the shared picture of what we're building.