Lead generation: How to find potential clients and keep them using CRM Uspacy

Lead generation is the process of attracting potential clients, known as leads, and passing them on to the sales department for further processing. The main goal is not just to find interested people, but to act systematically and respond quickly, ensuring they aren’t lost at the early stage. Without a clear system, even the highest-quality leads can easily get lost in the chaos of daily work.

Every stage matters, as a mistake at any point can affect the entire process. Adopting a structured approach from the start lays a solid foundation for future sales.

Online channels usually generate a larger number of leads, whereas offline events often produce higher-quality, “warm” contacts. The main goal is to centralize all lead sources in one system to ensure every potential client receives attention.

No matter the source—website form, Telegram bot, or conference business card—Uspacy CRM brings all leads together. It automatically generates a contact profile, unifying inquiries from multiple channels into one database, preventing duplicates and lost information.

For example, integrating your Weblium website allows form submissions to flow directly into Uspacy’s sales funnel. No manual copying is needed—a lead instantly appears in the system. Similarly, connecting a Telegram bot lets you not only gather contacts but also respond immediately to common client questions, even before a manager gets involved. This greatly improves response speed and increases potential client loyalty.

Uspacy CRM for lead generation is an active tool that structures workflows, disciplines the team, and ensures that every potential client receives the attention they deserve.

Finding potential clients is just the beginning. The real work lies in processing inquiries and guiding each lead through every stage of the sales funnel toward a successful deal. A clear and well-defined process is essential. Each stage—such as “New lead,” “In progress,” or “Proposal sent”—should be accompanied by specific actions from the manager.

Uspacy provides tools to increase conversion rates. Setting up a sales funnel with defined statuses gives a complete overview of all leads. Email and message templates speed up communication, while the communication history stored in each lead’s card allows for a personalized approach. The system also monitors task deadlines, ensuring no client is forgotten.

Using a CRM funnel significantly improves the chances of closing deals. It guides managers, suggests the next steps, and makes the entire sales process transparent and manageable.

Sales automation frees up managers’ time for what matters most—communicating with clients. It also minimizes human error, as the system never forgets to send reminders or create tasks. Uspacy allows you to set up a variety of automated scenarios that simplify workflow.

Upon receiving a new lead, the system automatically creates an activity for the assigned manager with a ‘contact today’ deadline. If the lead remains in any stage beyond the predefined duration, Uspacy sends a reminder to the manager.

A feature is planned for the near future that will automatically reassign a lead to another employee or alert the manager if the assigned manager has not acted on it within an hour.

To understand what’s working and what’s not, analysis is essential. Without data, any conclusions are just assumptions. Analytical reports help identify which acquisition channels deliver the most high-quality leads and at which stages of the funnel potential clients are most often lost.

Uspacy provides clear, visual reports for analysis. Key metrics to focus on include the number of new warm and cold leads segmented by channel, lead-to-deal conversion rates, average time to first manager response, and client acquisition cost (CAC). Analyzing reasons for lost deals and rejections helps identify gaps in the process.

CRM analytics enable fact-based decision-making rather than relying on intuition. This allows marketing spend to be optimized and overall sales effectiveness to be improved.

Lead generation is a fundamental process for the growth of any business. A CRM system like Uspacy is a powerful tool that helps establish a systematic approach to turning leads into loyal clients. With automation, reminders, and built-in analytics, Uspacy ensures a steady flow of sales while minimizing lost opportunities.