Leads
Lead characteristics
2 articles
Create a lead manually
Capture a new residential lead for prospects you sourced outside of Reonic's lead-broker integrations: referrals, walk-ins, your own outreach, or a site visit at a customer's home.
Bulk-import leads from Excel
Bring in many leads at once from a spreadsheet or another CRM, instead of keying each one in by hand.
Overview of lead characteristics
Understand what a lead in Reonic actually is: its data, its lifecycle, who works it, and what happens when it closes.
Phone receptionistAI feature
Give your business a number that's always answered. The receptionist takes the call, qualifies the enquiry, and creates the request — or puts an urgent caller through to a person.
Use ready-made lead-broker integrations
Connect Reonic to inbound lead brokers such as Wattfox, Aroundhome, DAA, Einfach zum Angebot (Eza), Interlead, and Bitrix, so the leads they sell you land automatically as Requests in your kanban.
WhatsApp lead autopilotAI feature
Let an assistant answer WhatsApp enquiries the moment they arrive, collect the details you need, and create the contact and the request — then hand the conversation to a person when it needs one.