Centralise every enquiry and make its follow-up verifiable
Kanexio connects your entry points to the CRM, structures authorised information, applies your assignment rules and logs the stages. Thresholds, deadlines and follow-ups are defined by your team, not by a generic benchmark.
An enquiry without an owner or next step becomes difficult to track
What makes an enquiry truly trackable
Enquiry received
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A source
The original channel and information provided.
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A status
Received, handled, followed up or closed according to your process.
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An owner
The person responsible, with a fallback option.
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A next step
The expected action and its trigger or stop conditions.
Enquiries can arrive through a form, email, advertising, phone or chat. Without a common identifier, designated owner and explicit status, it becomes difficult to know what has been received, handled, followed up or closed.
Speed is not the only criterion. A useful response also depends on actual availability, complexity, the expected channel, consent and team capacity. Kanexio first measures the current process, then the business chooses its own internal commitments.
The workflow can centralise authorised sources, structure fields, apply explicit criteria, assign an owner and trigger an alert or follow-up according to approved rules. Any external enrichment is subject to a review of provenance, necessity and legal basis. The same discipline applies to automating sales prospecting.
The components of a professional lead pipeline
Multisource capture
Forms, chat, advertising platforms, emails and calls can feed a shared view when access, identifiers and reconciliation rules are available.
Automatic enrichment
Additional data is only added when its source, usefulness, accuracy and use are documented. The salesperson can see what was declared, imported or inferred.
Criteria-based qualification
Criteria and how they are used are chosen by the business. A summary can help organise work, but must not hide the source data or make an important decision on its own.
Routing with a fallback option
Expertise, area, availability or fair distribution can guide assignment. Each rule provides a default owner and error handling.
Follow-ups according to your rules
The business defines delays, channels, business hours, stop conditions and escalations. A follow-up is sent only when the context and legal basis allow it.
Multitouch attribution
Campaign tags and CRM events can provide several readings of the journey. Each attribution model relies on assumptions and does not, on its own, reveal the true cause of a sale.
Document five dimensions of your lead management
Select the state that best describes each dimension. The tool returns your selections and points to clarify, without a score or benchmark.
Your questions about AI lead management
How much does a Kanexio lead stack cost?▾
Displayed Kanexio commercial terms: setup from €4,200 to €9,800 depending on scope, then optional maintenance at €480 per month. The quote specifies the included sources, rules, automations and dashboards. The CRM and other licences are charged separately at the rates in force.
Which CRM should we choose: HubSpot, Pipedrive or Salesforce?▾
The choice depends on the process, integrations, permissions, reporting, administration, reversibility and total cost. Kanexio compares current offers and terms after scoping. Team size alone is not enough to identify a tool.
Will my team adopt the CRM?▾
Adoption cannot be guaranteed. We involve users in scoping, limit mandatory fields, test rules on real cases and define training and follow-up in the Kanexio proposal. Usage is then measured without confusing logging in with useful adoption.
How long does deployment take?▾
The schedule depends on access, data quality, migrations, rules and the tests required. Kanexio distinguishes scoping, the pilot, data migration and deployment. The contractual timeline is confirmed after the audit.
Lead management + these capabilities
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