Capture the customer details behind every inquiry
Marshanam captures lead information from customer conversations on WhatsApp and website chat. During a conversation, the customer's name, phone number, and email can be captured when available and included with the lead for funnel reporting.
Lead Capture
Important customer details can be buried inside conversations. Without structured capture, names, phone numbers, and email addresses may be difficult to collect consistently from incoming inquiries.
Marshanam makes lead capture part of the conversation workflow. During a conversation, available customer details such as name, phone number, and email can be captured and shown with the lead. Captured leads are included in the lead funnel report.
What's included
- Lead capture from WhatsApp and website conversations
- Customer name, phone number, and email captured when available
- Lead information kept with the relevant conversation context
- Lead funnel report showing where inquiries stall
- Captured leads are included in the lead funnel report
What you can actually do with it
Capture without data entry
The lead can be created from an incoming conversation without requiring separate manual data entry.
Customer details in context
Capture the customer name, phone number, and email when those details are available during the conversation.
Lead funnel reporting
Captured leads are shown in the lead funnel report, giving your team a view of leads generated from conversations.
Keep capture simple
Marshanam focuses on capturing lead information from conversations rather than providing lead tracking or follow-up automation.
Four steps, no developer needed
A message arrives
An eligible inbound WhatsApp or website chat can create a lead record, while AI can use approved business knowledge to handle suitable routine questions.
Details are connected
Available contact details, channel information, and conversation history can be kept with the lead record.
Work the stages
Capture the customer's name, phone number, and email when available during the conversation.
Measure and re-engage
Captured leads are included in the lead funnel report so your team can view the leads generated from conversations.
Turn conversations into structured lead information
Lead capture helps turn useful customer details inside conversations into structured information your team can report on.
- Less manual capture, including during busy periods
- Customer contact details captured during conversations
- Lead funnel reporting from captured conversations
Teams that lean on this one
Real estate
Site-visit requests can be captured and staged so the team can prioritize follow-up.
Coaching institutes
Admission enquiries can be captured through the season instead of being scattered across individual staff conversations.
Home services
Quote requests can become a structured follow-up list instead of remaining only as unread chats.
Questions about Lead Capture
Marshanam focuses on lead capture rather than lead tracking and follow-up management. Captured lead information is available for your team and is included in the lead funnel report.
During a conversation, Marshanam can capture the customer's name, phone number, and email when those details are available.
Yes. Lead information can be captured from both WhatsApp and website conversations and included in the lead funnel report. Separately, the RAG-based AI can use approved business information retrieved from a connected knowledge base to help answer suitable customer questions. RAG grounds the AI response in your business knowledge but does not guarantee every response is correct.
Works alongside
Reports & Analytics
Review conversation activity, response-time trends, team activity, and captured-lead reporting in one place for clearer day-to-day decisions.
Chat Inbox
View and manage WhatsApp and website conversations in one centralized inbox, with each channel's conversations kept separate for clear and organized handling.
Webhook Configuration
Real-time events pushed to the tools you already run.
Ready to stop losing inquiries?
Start free for 14 days, or book a walkthrough with the team first — no credit card either way.