Work · Product
Leads
Capture, score, and convert dream clients with AI summaries, SMS threads, and a board that matches how your front desk works.
Names pile up. Nobody knows who is hot. Follow-up is a person with a memory. Morning callback loses the job.
Today’s agenda
- 01Capture from ads, forms, SMS, and missed calls into one board
- 02AI summaries and a next action on every card
- 03The same thread that qualified them offers a real calendar time
How this area works
New
Qualified
Booked
Work
From a name to a booked slot.
A card moves New → Qualified → Booked. The SMS thread and the next action sit on the same lead.
- CaptureAd, form, or missed call becomes a card — not a spreadsheet row.
- QualifyAI summary + the services you actually sell.
- BookOffer real times from the live calendar.
A day on this queue
Alex Rivera is a card, not a spreadsheet row. The ad that brought them, the SMS thread, and the next action sit together. New → Qualified → Booked — without a morning callback list.
You still approve. Blasts and anything that spends. Working a lead who just contacted you is the job.
Home → Leads in the live preview.
Morning callback loses the job →
Rest of the loop
- InboxOne queue for approvals, lead replies, review drafts, and moments that need a human — so nothing important sits unread.→
- CalendarBook into your real schedule, fill open slots from the waitlist, and cut no-shows with automated recovery.→
- MarketingCreate and optimize campaigns with AtlaSynq recommendations — approve budget shifts before anything goes live.→
- WebsiteGrow organic demand with site health, treatment-page opportunities, and drafts you approve before publish.→
- ReputationCapture reviews, draft replies, and turn happy visits into local proof that brings the next customer.→
- CommercePackages, deposits, and memberships tied to the campaigns and bookings that created them.→
- AI EmployeeYour always-on teammate for SMS follow-up, qualification, and next actions — with you approving spend and sensitive steps.→
- AutomationsRepeatable workflows — new lead to book, no-show recovery, review requests — that run after you activate them.→
- IntegrationsConnect ads, calendar, SMS, reviews, and payments so growth data lives in one loop.→
We bring the customers. You take care of the rest.
Book a 30-minute walkthrough. We'll show how AtlaSynq fits your lead flow, calendar, and marketing setup.