A built-in lead CRM for every enquiry
The Vyostra AI lead CRM is the dashboard where every captured lead lands, from your chat agents, lead forms and Meta lead ads. Each lead keeps its transcript or form answers, a status and your notes, and new form and Meta lead ad leads can sync to Zoho CRM automatically.
How does the Vyostra AI lead CRM work?
Agent Captures the Lead
Every visitor who shares their contact details through your agent or form is automatically saved as a lead in your CRM dashboard.
Filter and Track
Filter leads by date, source, and status. Move each lead from Yet to contact through Contacted, Qualified and Site visit planned to Closed as your team follows up.
Sync to Zoho CRM
Connect Zoho CRM once. Every new lead from a form or a Meta lead ad is then created in Zoho as it arrives, so nobody types it in.
Why keep leads in a built-in CRM?
Automatic Lead Storage
Every lead from every agent and form lands in your CRM automatically. No manual entry, no missed submissions, no spreadsheets.
Powerful Filtering
Filter by date range, lead source, and status, or search by name. Find any lead in seconds across your entire pipeline.
Zoho CRM Integration
Connect Zoho CRM from Settings. Form and Meta lead ad leads arrive in Zoho with their name, email, phone and source page.
Works seamlessly with
What do people ask about the Vyostra AI lead CRM?
Which leads appear in the Vyostra AI lead CRM?
Every lead Vyostra AI captures: from your chat agents, your lead forms and your Meta lead ads. They arrive in one list, each with its conversation transcript or the answers the lead submitted.
What statuses can a lead have?
Six: Yet to contact, Contacted, Qualified, Site visit planned, Unqualified and Closed. You move a lead along them as your team follows up, add notes on the way, and record how it ended: won, lost or unreachable.
How do I find a lead in the CRM?
Filter the list by source, by status and by date range, or search by name. The date ranges are the last 7, 30 or 90 days, or all time.
Does the lead CRM sync with other CRMs?
It syncs with Zoho CRM. You connect Zoho once from Settings, and every new lead from a lead form or a Meta lead ad is then sent to Zoho automatically. Leads from chat and voice conversations stay in the Vyostra AI CRM.
Can I remove a lead from the CRM?
Yes, in two ways. Archiving hides a lead from the list and can be undone. Erasing deletes the lead and its history permanently and cannot be undone.
Go deeper
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See every lead in one place
Vyostra AI captures and organizes your leads automatically. Connect Zoho CRM in one click.