Features - AI-Powered CRM, Analytics & Automation | Inleads
Features · the full tour

Every tool your sales team actually needs.

From first-touch capture to closed-won celebration — Inleads bundles multi-channel capture, pirate-metrics analytics, a full CDP, a lightweight CRM, an AI copilot, and no-code automation into a single platform your whole team will actually use.

01 · Multi-channel capture

Meet leads wherever they live.

WhatsApp, your website, NPS surveys, Facebook ads, LinkedIn — every source flows into one unified inbox so no lead ever slips through.

WhatsApp widget

Embed a one-click WhatsApp button on any page. Conversations are captured as leads automatically — no manual entry.

Form builder

Drag-and-drop forms with conditional logic, custom fields, and instant lead routing. Publish to any page in seconds.

NPS widget

Timed NPS prompts capture customer sentiment at the right moment. Responses link directly to contact records.

Facebook Lead Ads

Native Meta integration syncs lead-ad submissions in real time — no Zapier, no CSV exports, no delay.

LinkedIn intake

Capture LinkedIn profile data and connection requests into your pipeline without leaving the platform.

SDK & API

Full REST API and JavaScript SDK for custom integrations. Push leads from any source with a single function call.

02 · Pirate metrics

Think like a growth hacker.

The AAARRR framework baked straight into your dashboard — so you always know exactly where in the funnel you're losing people and why.

AAARRR stages

Awareness, Acquisition, Activation, Revenue, Retention, Referral — each stage tracked with real numbers and conversion rates.

Drop-off alerts

Automatic notifications when a stage conversion drops below your defined threshold — catch problems before they become crises.

Cohort analysis

Slice leads by sign-up week, source, or plan — then track how each cohort moves through the funnel over time.

Source attribution

UTM-aware attribution links every lead back to its origin campaign, channel, and ad — so you know exactly what's driving pipeline.

Custom events

Fire any event via the SDK — trial started, feature used, payment failed — and see it plotted on the funnel instantly.

Retention curves

Rolling 30/60/90-day retention charts show whether activated users are sticking around — or quietly churning.

03 · Built-in CDP

One profile. Every touchpoint.

Inleads automatically stitches together every form fill, page view, email open, and chat message into a single, living customer profile.

  • Identity resolution merges duplicate records automatically across channels and devices.
  • Real-time event stream captures every touchpoint — web, mobile, email, and chat.
  • Segment builder lets you slice any field, event, or trait into dynamic audiences.
  • Profile enrichment pulls firmographic and social data to fill in the gaps.
  • Data export to any warehouse — BigQuery, Snowflake, Redshift — on your schedule.
  • GDPR-ready consent management baked in at the profile level.
Try the CDP free
SR
Sara Reyes

Head of Growth · Tidewater Labs

Sessions
47
LTV
$4.2k
Health
94
Recent activity
Opened "Q2 proposal" email2 min ago
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Trial activated3 days ago
saasgrowthtrial → paidhigh-intent
04 · Lightweight CRM

Sales ops without the bloat.

All the pipeline discipline of a heavy CRM — none of the setup tax. Your team will actually keep it up to date.

Custom pipelines

Build any sales process — B2B, PLG, channel — with drag-and-drop stages, custom fields, and probability weights.

Tasks & reminders

Create follow-up tasks linked to any lead or contact. Smart reminders surface the right action at the right time.

Shared notes

Rich-text notes visible to the whole team, with @mentions and automatic timestamping for full context.

Team collaboration

Assign leads, tag teammates, and share views across roles — AEs, SDRs, and CSMs all working from the same source of truth.

Calendar sync

Two-way Google and Outlook sync keeps meetings, demos, and follow- ups in perfect alignment with your CRM activity.

Mobile apps

iOS and Android apps with offline support — update deals, log calls, and view your pipeline from anywhere.

05 · AI copilot

Your smartest team member.

GPT-4-powered AI woven into every corner of the product — drafting emails, surfacing next actions, and bridging your entire sales stack via MCP.

Email drafting

One-click AI-generated emails personalised with lead data, previous conversation history, and your brand voice.

Natural-language search

Ask "show me hot leads in SaaS that haven't been touched this week" and get an instant filtered view — no query builder needed.

Next best action

AI analyses deal signals and recommends the highest-impact next step for every open opportunity in your pipeline.

Meeting summaries

Paste a transcript or connect your calendar. AI extracts action items, key objections, and next steps automatically.

Proposal generator

Input deal context and the AI assembles a polished, on-brand proposal document ready to send in minutes, not hours.

MCP bridge

Model Context Protocol lets any AI agent — Claude, GPT, Gemini — query, create, and update Inleads data in real time via a secure tool interface.

06 · Automation

Run your playbook on autopilot.

No-code workflow builder with visual triggers, conditions, and actions — so your best process runs every time, not just when someone remembers.

Event triggers

Kick off workflows on any event — form filled, email opened, stage changed, or custom SDK event from your product.

Round-robin

Distribute inbound leads across your team fairly and automatically — by territory, capacity, or custom weighting rules.

Sequences

Multi-step email and task sequences that pause, branch, or stop based on how the lead responds — no dead ends.

Lead scoring

Assign points for every meaningful action — page visits, email clicks, feature usage — and trigger hand-off when a threshold is hit.

Workflows

Visual canvas for complex multi-branch automation — if/else logic, delays, sub-workflows, and webhook steps included.

Smart alerts

Proactive Slack, email, or in-app alerts when a deal goes cold, a key account visits pricing, or an SLA is about to breach.

FeatureInleadsLegacy CRMSpreadsheet
Setup timeUnder 10 minDays to weeksHours
Built-in analyticsAAARRR + CDPBasic reportsManual only
AI copilotGPT-4 nativeAdd-on / limitedNo
MCPFull supportNoNo
WhatsApp captureNative widgetThird-party onlyNo
Starting priceFrom $0 — flat per account$25 – $150+ per seatFree (your time)
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