Products – sales management & CRM

AdLead

Smarter lead capture, seamless CRM integration. Modernize the way you manage leads

Products – sales management & CRM

Notes Consolidator for
Dynamics 365

Unify your notes experience with Notes Consolidator

Many businesses miss growth opportunities because of disjointed tools, slow response times, and manual data entry. AdLead solves this by connecting your website directly to Dataverse and Dynamics 365 Sales, creating a single streamlined process for capturing, tracking, and qualifying leads.

When a visitor completes a Power Pages form on your site, their information is instantly recorded in Dataverse and made visible in a model-driven lead management app. Sales teams can view and act on leads immediately, supported by dashboards that display lead status, monthly volumes, and regional insights.

Key features of AdLead

Unified view

AdLead gives sales teams a clear picture of all leads in one place. Monthly trends can be seen at a glance, segmented by status such as Open, Qualified, or Disqualified. Built-in indicators show how leads are performing across different regions, helping teams prioritize where to focus.

Dashboard-Driven insights

The app provides easy-to-read dashboards showing lead inflows over time, making it simple to spot growth patterns or sudden changes. Breakdowns help identify which markets bring in the most opportunities, guiding both sales and marketing strategy.

Seamless integration

Embedded within Dynamics 365 Sales, AdLead ensures CRM users can manage leads without leaving their primary workspace. All lead information is available within their daily workspace, making the process natural and uninterrupted.

Streamlined navigation

With just one click, users can drill down into details like contact information and submission history. This reduces the time spent searching for records and allows teams to move faster from capturing a lead to qualifying it.

Addressing challenges

Low productivity

Minimize existing process loops and increase your productivity. A single point of control for notes for all the tables within Dynamics 365 makes it convenient and easy to use.

Scattered notes

Wasting valuable time switching between screens and modules to locate specific notes. Imagine jumping between accounts, contacts, and opportunities just to find a relevant note!

Time-consuming navigation

Stay abreast of the latest e-invoicing regulations, mitigating the risk of non-compliance.

Incomplete context

Inability to gain a holistic view of an account or relationship due to fragmented notes. Without a central location for all notes, it’s difficult to understand the complete history and key details of your interactions

Benefits of using AdLead

For Sales teams

AdLead removes the hassle of dealing with scattered data. Instead of switching between spreadsheets, emails, or different tools, sales professionals can see all their leads in one place. The app allows them to categorize each lead, view detailed records, and take quick actions without losing time. This improves response speed and ensures no opportunity is missed.

For Marketing leaders

Marketing teams often struggle to understand which campaigns generate quality leads. AdLead simplifies this by showing clear reports on the volume of incoming leads each month, along with regional performance data. These insights make it easier to refine campaigns, allocate budgets effectively, and focus on the markets that bring the highest return. With better visibility, marketing leaders can connect their efforts directly to measurable outcomes.

For Business operations

Operations teams need reliable data to plan ahead and allocate resources. AdLead offers on-demand reports that reflect real-time activity, helping leaders understand demand patterns and prepare accordingly. Automated intake means that leads are sorted and prioritized without manual effort, allowing teams to scale without adding extra workloads and to identify high-potential prospects. This ensures that as the business grows, the system grows with it, with a scalable design to support increasing lead volumes, while maintaining efficiency and reducing the risks of human error.

Why choose AdLead?

Comprehensive capture

Many businesses lose potential customers because inquiries fall through the cracks. AdLead ensures every website submission is recorded immediately directly into Dataverse. By having a central place for all inquiries, companies can build a complete view of customer interest and never miss out on an opportunity.

Integrated workflows

Instead of requiring teams to learn or switch to a new system, AdLead works directly within the Dynamics 365 environment they already use every day. This minimizes training needs, improves adoption, and allows sales representatives to stay focused on engaging customers rather than managing data

Analytics at a glance

Understanding the performance of a sales pipeline requires clarity and speed. AdLead provides dashboards that present data in a straightforward way, allowing decision-makers to track lead trends, monitor performance across different regions, and identify where new opportunities are emerging. These real-time insights help teams act quickly and with confidence.

Faster qualification

Delays in assessing lead quality often result in lost sales. AdLead makes qualification simpler by highlighting which leads are more promising based on the information submitted. This allows sales teams to prioritize the right opportunities and move them forward faster, reducing the overall sales cycle.

Scalable growth

As a business expands, so does the volume of leads. AdLead has been designed to handle both small and large volumes without requiring additional resources. This scalability means organizations can grow their sales efforts without worrying about system limitations or added complexity.

Efficiency at scale

Manual processes slow down teams and increase the risk of errors. By automating capture and reporting, AdLead ensures that sales, marketing, and operations can work in sync. The result is smoother workflow, more productive teams, and consistent performance regardless of lead volume.