System 04
Every opportunity in one place, ordered by priority
Lead capture, qualification and routing
Contacts arrive through different channels with very different levels of intent. Treating them all the same means the good ones wait while the ones who will never buy consume your team's time.
An industrial core receiving signals through several inlets, processing them internally, and releasing opportunities already sorted by priority.
The problem
Volume is not the problem. Disorder is.
- Contacts are spread across email, WhatsApp, spreadsheets and notes.
- There is no quick way to know which deserve a call today.
- The same contact enters twice and two people work it.
- Nobody knows which campaign or page each opportunity came from.
- Contacts who will not buy now get lost instead of being kept for later.
What NOVIQ installs
One entry point, one record per contact, and an explicit priority rule.
Multichannel capture
Forms, WhatsApp, email, campaigns and calls all enter the same record.
Forms that ask only what is needed
Minimum fields so you do not lose the contact, with qualifying questions spread through the conversation that follows.
Deduplication
If the contact already exists, their record is enriched rather than duplicated.
Qualification and priority
Scored against the criteria your business considers relevant: fit, timescale, area and level of intent.
Commercial routing
Each opportunity reaches the right person or department, following rules you define.
Source traceability
Where each contact came from is stored, so you can see which channel produces real opportunities.
How it works
The commercial criteria are agreed before a single rule is written.
Define the criteria
What makes a contact a priority in your specific business.
Design the intake
What gets asked, where, and at what moment.
Routing rules
Who handles what, by area, service, language or workload.
Connect the CRM
Automatic registration, with the conversation history attached.
Review
Criteria are tuned against the data from the first weeks.
Sources it centralises
Any point an opportunity reaches you through today.
- Website forms
- Advertising campaigns
- Inbound calls
- Sector portals and marketplaces
- Referrals and manually added contacts
From contact to opportunity
What happens between someone writing and someone on your team calling.
Signal arrives
A contact comes in through any connected channel.
Checked
Validated, and matched against existing records.
Qualified
The information needed to decide is completed.
Classified
New, qualified, urgent, long-term follow-up or reactivation.
Prioritised
Moves up or down the list against the agreed criteria.
Assigned
Reaches the right person with the full context.
Notified
The owner is alerted, and reminded if it goes untouched.
Use cases
Where order changes the outcome.
Real estate
Separating genuine intent from curiosity, and splitting by area and property type.
Clinics
Distinguishing first consultations from follow-ups and assigning by speciality.
Renovation
Prioritising by job type and timescale before sending a team to visit.
B2B
Detecting company size and fit before spending sales time.
Automotive
Telling interest in a specific vehicle apart from a general enquiry.
Education
Grouping by programme and intake so each group is worked separately.
Working with your team
The system orders and proposes. Who to call and what to offer is still your sales team's decision.
- The priority criteria are yours, and can be changed.
- Any opportunity can be reassigned manually.
- The score is visible and explainable, not a black box.
- Nothing is discarded automatically: what does not fit now moves to reactivation.
Data, permissions and compliance
Working with contact data means doing it properly from the start.
- Lawful basis and consent captured at the point of collection.
- Profile-based access: each person sees what is theirs.
- Source and date recorded for every data point.
- GDPR-compliant opt-out and erasure procedure.
- No purchased or third-party enrichment data without a lawful basis.
Frequently asked questions
What exactly is a lead score?
A number calculated from criteria you define: fit with your service, timescale, area and signals of intent. It is not a magic prediction — it is your commercial judgement written down so the system can apply it consistently.
Is it worth it if we only get a few contacts a month?
Yes, though the value shifts. At low volume the point is not prioritising but losing none of them and following up consistently.
Can we still add contacts manually?
Yes. Manual contacts enter the same system and follow the same rules.
What about the old contacts we already have?
They can be imported and classified against the same criteria, which usually surfaces forgotten opportunities.
Connected systems
This system works on its own, but it does more connected to these:
← Back to systemsDo you know your best opportunity this week?
If answering that means checking three different places, there is a system to build.