📊 Lead Generation

AI-powered lead generation — ICP, prospecting, outbound, visitor ID, intent, chatbot, magnets, AI SDR, referrals, and a unified dashboard. As of 2026-04-30 Lead Gen is core on every plan; per-feature usage is capped per month and the Marketing suite removes every cap.

• Tracking Website Clicks & Purchases Per ContactTie a contact's website visits and purchases to their record so you can see who clicked your site and who bought. Everything stitches on the contact's email or an opaque contact id (?c=).
• Lead Gen Overview — How the 10 Features Fit TogetherCRMown's Lead Generation suite is 10 features that fan out from one mental model: define who your ideal customer is (F1), find them at scale (F2/F4/F7), reach them (F3/F8), capture them (F5/F6), grow …
• F1 — ICP Builder (Ideal Customer Profile)AI builds your Ideal Customer Profile by analyzing your existing won customers — industries, company sizes, titles, geographies, common signals. Every other Lead Gen feature reads this profile to scor…
• F2 — AI Prospecting EngineSearch Apollo's 275M+ contact database for leads that match your ICP, with a natural-language search bar or structured filters. Bulk-import matches as Contacts in one click; emails + phones come pre-e…
• F3 — Outbound SequencerMulti-step cold email cadences that send from YOUR connected Gmail/Outlook (OAuth) — not from a shared CRMown sender. Each sequence has 1–8 steps with configurable delays between them; Resend bounce +…
• F4 — Website Visitor IdentificationIdentify the COMPANIES (not individuals — that's a privacy line we don't cross) visiting your website using IP-to-company reverse lookup via IPinfo. Hot visitors auto-enrich into Contacts so you can r…
• F5 — Qualification Chatbot (Website Widget)Extends the existing CRMown chat widget (ChatWidget model) with AI-driven lead qualification. The bot asks 3-5 configurable questions (BANT-style or custom), scores the visitor against your ICP, and a…
• F6 — Lead Magnet GeneratorOne prompt → 6 generated assets: long-form content (Markdown), branded PDF (Playwright), landing page (SitePage), capture form (Form), thank-you email (MessageTemplate), and a 3-step nurture drip (Dri…
• F7 — Intent SignalsReal-time scoring of every contact based on intent signals: page visits, email opens, form starts (without finishing), repeat visits, pricing-page hits, and high-value content downloads. Hot contacts …
• F8 — AI SDR AgentAutonomous Sales Development Rep that runs daily at 8am: prospect → enrich → score → sequence → digest. Targets your F1 ICP (or custom Apollo filters), enriches new leads via the Hunter→Apollo waterfa…
• F9 — Referral & Viral Loop EngineTurn happy customers into referrers. AI scores your customers by referral readiness (engagement + tenure + advocate signals), generates a personalized "ask" message via Haiku, and sends it from YOUR m…
• F10 — Lead Generation DashboardCross-channel funnel + source attribution + AI recommendations. Aggregates over all 9 other Lead Gen features. No new schema — reads Contact.source attribution + per-feature counters from OutboundSequ…
• Website Capture Hub — Install + Verify on Your SiteThe Website Capture hub at /dashboard/leadgen/visitors (sidebar: Lead Generation > Website) is the single page that answers "How do I get leads from my website and social media into CRMown?". It surfa…
• Universal Lead Capture Embed FormA drop-in capture form that any website can render with a one-line script tag. Different from the form builder — this is one universal form per org, designed to be the "I just want to capture leads on…
• Social Channels — Inbound Lead Capture from DMs / Comments / MentionsEvery inbound DM, comment, mention, or story reply on Facebook / Instagram / WhatsApp / X / LinkedIn / YouTube becomes part of the unified inbox AND auto-creates a tracked SocialProfile (per platform …
• Social Bio Link — Single Shareable Link for Instagram / TikTok / X BiosA branded link-in-bio page at /l/{your-slug} that you put in your Instagram, TikTok, X, LinkedIn (or anywhere) bio. Shows your logo + brand color + a list of clickable buttons (website, booking pages,…
• Tap Card — Pocket CRM (NFC / QR Business Card)A physical NFC/QR card that puts a digital profile in your pocket: tap it (or scan the QR) against any phone and the person lands on your public page — name, title, company, links, a Save Contact butt…