Lead Capture
When potential clients call, we’re on the ball. PATLive’s all-star receptionists take phone lead qualification to the next level, collecting all the customized data you need to turn random callers into real opportunities.
Key Benefits
If you’re looking for specialized screening, well, you’ve come to the right answering service. PATLive is a leader in the industry for our virtually limitless customization options. Thanks to specific criteria tailored to your business, only leads that align with your goals make it through to your team, saving you precious time on prospects who were never a fit.
The PATLive Effect
More of your viable leads turn into real opportunities
Prospects receive immediate human attention, upping their likelihood to choose you
No promising leads slip away because their call wasn’t answered quickly enough
Clear, relevant lead details are dropped directly into your CRM of choice
High-value leads stand out sooner, so you can respond faster
You avoid spending time on inquiries that were never a fit
Lead follow-up is easier because the essentials are already captured
You land more opportunities without taking on more workload
Common Lead Capture Scenarios in Practice
Prospects responding to ads or promotions seeking quick follow-up
New inquiries wanting pricing, availability or basic service information
Callers ready to share details before a sales convo is scheduled
Leads requesting a quote or estimate to capture their options
Custom lead screening to determine best fit
More Ways We Can Help
Client Intake
Appointment Scheduling
After Hours Answering Service
frequently asked questions
As part of setup, you’ll decide how callers will reach you. Keep using your existing business number by forwarding calls, port your current number to PATLive or choose a new local or toll-free number.
That’s entirely up to you. Some customers use short and simple lead forms, and others use lead forms that are fairly lengthy. There really are no limitations on our end, it just comes down to what you need to collect and what you feel is appropriate for your type of caller.
It depends how your lead forms are being hosted.
If we’re hosting them on our platform, you’ll receive an email, text and/or alerts in our web and mobile apps anytime you receive a new lead.
If we’re submitting leads directly to your CRM or other software that you’ve directed us to use, you can rely on the notifications built into that software and/or we can still send a notification from our platform as well if you’d like.
Yes, each lead form has its own delivery options, so it’s easy to get your leads to the appropriate person or team.
Just create a unique form for each type of lead that you want to distribute, and leads will automatically be sent to the right person or team based on the form that was used to collect it.
Give us a call at 800-775-7790 or email hello@patlive.com and member of our Customer Care team will be happy to assist.
Get Started
You’ve built a business worth calling. Let’s make sure every caller feels that from the very first hello. Start a Free Trial or schedule a call. Let’s talk!
