Managed Operations
Turn website enquiries into sales-ready opportunities.
Uproc operates the complete intake workflow - from conversational capture to qualified opportunity in your CRM - so your team only talks to ready-to-buy prospects.
Static forms capture nothing but a name and an email.
Most websites use contact forms that collect very little context. The sales team then has to call back, re-ask questions, qualify the lead and follow up manually. By the time the conversation starts, the lead has already cooled.
Static forms collect minimum context
Team has to call back just to understand the need
Manual follow-up delays response time
No visibility on which leads are ready and which are not
Hot prospects get lost in a shared inbox
How work arrives
- Conversational form (recommended) - replaces or complements static forms with adaptive questions
- Email - captures leads arriving in inbox inboxes
- Campaigns - imports from ad platforms and landing pages
- Spreadsheets - bulk imports from marketing lists
- CRM / Webhooks - integrates with existing lead sources
The workflow
- 1 Capture Collect information from the channel (form, email, webhook, upload)
- 2 Ask Adaptive questions fill gaps (service required, location, scope, urgency, budget)
- 3 Validate Check contact data, deduplicate, verify email/phone
- 4 Enrich Append firmographic and technographic data from public sources
- 5 Qualify Score against your rules (budget, authority, need, timeline)
- 6 Route Deliver to the right owner in your CRM with full context
What Uproc operates
Uproc runs the complete intake workflow. You focus on the conversations.
- Configures the conversational script or intake rules to your services
- Adapts questions per sector, service and buyer persona
- Maintains enrichment sources and validation rules
- Manages the qualification scoring logic and thresholds
- Monitors volumes, response times and qualification rates
- Handles all exceptions and unclear cases automatically
Before / After
Before
- Name
- "I need a quote."
- No context beyond the form fields
- Sales calls back hours or days later
- No qualification score or status
After
- Company name and domain
- Service required and scope
- Location and delivery area
- Project size and frequency
- Urgency and preferred date
- Files and photos attached
- Contact verified (email + phone)
- Qualification status and score
- Assigned owner and CRM record ID
What you receive
A qualified opportunity delivered to your CRM, email or webhook with all required context - ready for the sales team to call or email.
- Complete lead record in your CRM
- Qualification score and status
- Full context: needs, timeline, budget range
- Verified contact details
- Conversation history or transcript
- Exceptions and unclear cases in a review queue
Exceptions and human oversight
Not every lead qualifies automatically. Uproc flags borderline cases, low-score leads that need manual review, and any data that doesn't validate. These go into a review queue where your team can add context, mark them as valid or discard them.
- Low-score leads with potential - flagged for manual review
- Invalid contact data - returned for correction
- Multi-service requests - routed to specialists
- High-value leads - escalated immediately
- Audit trail for every decision and exception
Reporting and visibility
Every intake is visible through a dashboard Uproc builds and maintains. Your team can see volumes, qualification rates, response times and the status of every lead at a glance.
- Live intake volume by source and date
- Qualification rate and average score
- Response time from capture to CRM
- Lead source performance
- Exception queue status and turnaround
- Weekly and monthly operation reports
Integrations
- CRM (HubSpot, Salesforce, Pipedrive and more)
- Email and webhooks
- Campaign platforms (Google Ads, Meta, LinkedIn)
- Document storage (Google Drive, Dropbox)
- Spreadsheets (Google Sheets, Excel)
- Custom APIs via Uproc's API
Pricing and availability
- Managed monthly plan: priced on agreed capacity and scope, not per item.
- Volume is absorbed within the operating plan; capacity is set with you during discovery.
- Third-party and messaging costs billed at cost.
- Available direct or white-label.
Rollout
Discovery
Map your current intake sources, forms and qualification rules.
Configure
Set up the conversational script, enrichment sources and CRM routing.
Pilot
Run with real traffic from one source (form, email or campaign).
Expand
Add more channels, refine scoring and scale volume.
Managed Lead Intake & Qualification
Uproc operates the complete intake workflow - from conversational capture to qualified opportunity in your CRM - so your team only talks to ready-to-buy prospects.