Leads go cold in minutes. TracelyCRM brings them in from every ad and form, gets each one to the right rep in under two seconds, and has AI follow up until they book.
Leads arrive from 40+ places your customers already are
Meta Lead AdsInstagramGoogle AdsLinkedInTikTokWordPressShopifyWebflowTypeformCalendlyHubSpotZapierIndiaMART99acresZillowRightmoveBayutGoogle SheetsWebhooksMeta Lead AdsInstagramGoogle AdsLinkedInTikTokWordPressShopifyWebflowTypeformCalendlyHubSpotZapierIndiaMART99acresZillowRightmoveBayutGoogle SheetsWebhooks
Every enquiry lands in one place, duplicates merged.
24/7
Follow-up from AI agents
Leads keep hearing from you at 11pm and on day five.
0
Funnel signals sent to Meta
Your ads learn to chase buyers, not form-fillers.
Why teams switch
Slow replies lose deals. That ends here.
The lead who hears back first usually buys first. Tracely makes sure that's you, every time, without anyone working late.
The usual way
Leads scattered across Meta, email, WhatsApp and sheets
First call the next morning, after a competitor already called
Follow-up stops after one or two tries
Ads optimised for cheap form-fills
No idea which campaign actually makes money
With TracelyCRM
Every lead in one inbox, the second it arrives
The right rep notified in under two seconds
AI agents follow up until the lead replies or books
Meta learns from your qualified leads and sales
Revenue for every campaign, ad set and ad
How it works
From ad click to closed deal, on autopilot.
01 · Capture
Every lead lands in one place.
Meta and Instagram lead ads, Google, LinkedIn and TikTok forms, your website and 40+ more sources flow into one inbox in real time. Duplicates are merged and nothing is typed in by hand.
No more lost enquiries
02 · Respond
The right rep answers in seconds.
Round-robin or rule-based routing hands each lead to the right person the moment it arrives, with an alert on WhatsApp, email or push. A response-time target keeps everyone honest.
Be first to call, every time
03 · Follow up
Follow-up that never forgets.
AI agents reply on WhatsApp and email, answer questions, qualify and book the meeting, in your tone. Start with approve-first, switch to autopilot when you trust them.
Hours back every week
04 · Improve
Ads that find buyers, not form-fillers.
As leads move through your pipeline, Tracely sends each stage to Meta's Conversions API. Your campaigns learn what a real customer looks like and bring you more of them.
Better leads from the same budget
Meta AdsInstagramGoogle AdsLinkedInWebsiteZapier
Inbox128
SR
Sofia RossiGoogle Ads · Kitchen remodel
New
0.0sto assign
SCSarah3 open
DKDaniel2 open
SMSam4 open
Daniel notified on WhatsApp
Follow-up agentAutopilot
Day 0
WhatsApp sent
Hi Lucas, thanks for asking about the 3-bed. Want to see it this week?
Day 1
Email follow-up
Floor plans and prices attached, plus two times that work.
Day 3
Lucas replied
"Thursday works. Can I bring my partner?"
Day 3
Meeting booked
Thu · 4:00 PM, invite sent to both.
Sent to Meta Conversions API
Lead receivedsent
Contactedsent
Pre-qualifiedsent
Qualifiedsent
Converted · $4,800sent
Cost per qualified leadIllustrative
The platform
Everything your team needs to close. Nothing it doesn't.
Replace the spreadsheets, the shared inbox and the five tools in between with one CRM built around speed. Explore all features
AI agents
Agents that reply, qualify and book.
Your best rep's follow-up, on every lead, around the clock. You approve first, or let them run with a daily limit.
Do you have anything this week?
Yes! Thursday 4pm or Friday 11am?
Thursday please!
schedule_eventThu 16:00
send_emailConfirmation
update_stageQualified
Ask Tracely
Ask your CRM anything.
Plain-English answers about leads, reps and campaigns.
Spring offer on Meta: 34 qualified, up 26%.
Pipeline
See every deal move.
A board that updates itself as leads reply and book.
Contacted
Qualified
Won
Booking
Meetings that book themselves.
A booking page and calendar with reminders built in.
MTWTF
Thu 4:00 PM booked
Calls, WhatsApp & email
Reach leads where they reply.
One click to call, message or email, with templates.
WhatsAppCallEmail
Teams & security
Each rep sees only their leads.
Roles, permissions and encrypted connections. AI included.
SCDKSMEL
AES-256 · per-workspace data
Campaign ROI
Know which ad makes money.
Spend against leads, qualified leads and revenue for every campaign, ad set and ad. Move budget to what sells.
Campaign
Leads
Revenue
ROAS
Spring offer
212
$42.1k
5.2×
Retargeting
88
$18.6k
3.8×
Lookalike 2%
140
$9.4k
2.0×
Broad · video
301
$3.2k
0.6×
Connects to everything
Plugs into the tools you already pay for.
Connect 40+ lead sources in a few clicks. Build on the REST API and webhooks, or let Claude, ChatGPT and Cursor work your pipeline through our MCP server, with the same permissions as your team.
It's built for teams that live on inbound leads. Leads arrive from every ad platform and portal in seconds, speed-to-lead is tracked and enforced, AI agents handle replies and follow-ups, and lead outcomes go back to Meta so your ads improve. All without months of setup.
Do I need a developer to set it up?
No. Connect Meta with a token from your Business Manager, paste one line of code (or nothing at all) for website forms, and follow the step-by-step guide for each source. Most teams are live in under 10 minutes.
Will AI agents send emails without my approval?
Only if you want them to. Agents start in "Ask first" mode, where every email and change waits for your approval. You can edit, approve or reject. Once you trust an agent, switch it to Autopilot with a daily sending limit.
Can I manage several clients from one account?
Yes. Agency mode gives each client a separate workspace with its own leads, Meta connection, lead sources, pipeline and team. You switch between them from the sidebar, see them all on one overview, choose which of your teammates can open each client, and invite the client's own staff to just their workspace.
What exactly is sent to Meta?
One event per stage you choose (lead received, contacted, pre-qualified, qualified, converted with the deal value), linked by Meta's lead ID. Email, phone, name, city and other details are SHA-256 hashed on our server before they're sent, so Meta can match them without seeing them.
Can I use it with Claude, ChatGPT or my own tools?
Yes. Connect Claude, ChatGPT, Cursor or VS Code to your CRM with one MCP link, or build on the full REST API with API keys. Every request respects the same roles and permissions as the app.
Does it work outside India?
Yes. Each workspace has its own country, timezone, currency and phone code, and lead sources cover the US, UK, UAE, Europe and India, plus any website or tool through webhooks.
Is my data safe?
Yes. Connected account tokens and passwords are encrypted with AES-256, every workspace's data is kept separate, and reps only see the leads assigned to them. You can export or delete your data at any time.
Your next lead is on its way. Answer it first.
Connect your first source in minutes. Your next lead can be answered today.