What Sets Our Lead Management Apart?
Automated Data Entry
Save countless hours by eliminating manual data entry. New inquiries from your website, forms, or emails are automatically captured and entered into your CRM.
Watch DemoAdvanced Filtering & Routing
Route leads to the right team or workflow automatically. When a user selects a service, our system identifies the next step—no manual intervention needed.
Watch DemoReal‑Time Updates
Already have an existing client? We automatically update their record with every new inquiry, creating a comprehensive interaction history.
Watch DemoMulti‑Channel Communication
From text reminders to automated emails, ensure your leads receive timely, relevant info via their preferred channels.
Watch DemoDeep Integrations
Integrate with your favorite tools—Airtable, Notion, Capsule CRM, Trello, Twilio, Slack, Zapier, and more—so data flows seamlessly wherever you need it.
Watch Demo
Industry Case Studies: Our Impact in Action
Real results speak volumes. Below are two examples of how our custom Ottermation solutions transformed lead management for very different types of organizations.
Sunrise Lawsuit Funding
Cut response time by 70% with automated SMS & AI triage.
Full Story
Suburban Golf Club
Halved application turnaround and boosted member satisfaction.
Full StoryCase Study: Sunrise Lawsuit Funding
Challenge — Needed faster lead qualification, especially after hours.
Our Solution
- AI-Powered Qualification: Flags qualified leads in real time.
- Automated Follow-Ups: SMS/email sequences gather docs & schedule calls.
- Central Dashboard: Airtable + Notion integrated into one view.
Results
- 70% reduction in average lead response time
- Higher conversions via instant, personalized follow-ups
- Freed staff from manual data entry
"The Ottermation system doesn’t just track leads—it actively helps us close them."
— Ops Manager, Sunrise
Case Study: Suburban Golf Club
Challenge — Wanted a paperless membership process & faster approvals.
Our Solution
- Automated Intake: Forms feed into Capsule CRM & generate PDFs.
- Review Workflow: Dashboard shows each application’s stage in real time.
- Personalized Comms: Automated emails, final approval messages.
Results
- 50% faster membership processing
- Error-free data, no manual retyping
- Enhanced member experience from day one
"This system helped us accept and onboard new members with unmatched efficiency."
— Membership Director, Suburban
Our Impact in Numbers
Key Features at a Glance
Automated Intake Forms
Capture leads from Typeform, Airtable, or your site—no manual copying.
AI-Driven Qualification
Instantly sort qualified vs. unqualified leads with OpenAI insights.
CRM Sync
Automatically update Airtable, Notion, or Capsule with real-time data.
Automated Follow-Ups
Nurture leads with timely emails or texts triggered by specific actions.
See How It Works
Get a quick walkthrough of our Ottermation lead management and automations
Built to Plug In Seamlessly
Our automations enhance the tools you already use—no need to replace your entire tech stack.
Frequently Asked Questions
Do I need a specific CRM to use Ottermation?
Not at all. Our platform integrates with popular CRMs like Capsule, Airtable, and Trello. We can also build custom APIs for proprietary systems.
Can you handle after-hours leads?
Absolutely—our Twilio integration plus AI-based flows qualify leads 24/7, even if your team is offline.
How do I get started?
Simply click “Schedule a Workflow Review” above. We’ll chat about your current process, identify automation opportunities, and propose a plan.