Add contacts manually or from documents
Create leads through manual entry or document capture. Review the extracted names, phone numbers, email addresses and addresses before importing selected contacts.
METEOR CRM · LEAD MANAGEMENT
Meteor CRM brings contact capture and personal lead management into one workspace. Add leads manually or extract contact details from supported photos and documents. Review missing information, uncertain values and possible duplicates before deciding which records to create or merge.
WHAT YOU CAN DO
Structured operations from intake through follow-up.
Create leads through manual entry or document capture. Review the extracted names, phone numbers, email addresses and addresses before importing selected contacts.
Compare contact details and supporting information to identify potential matches. Review the reasons behind a match and decide whether the records represent the same enquiry.
Maintain multiple phone numbers, email addresses and addresses for a lead. A confirmed merge preserves existing contact values and adds unique new values.
Search your saved leads, update their stage and maintain follow-up metadata as your work progresses.
Where available, lead-quality indicators highlight completeness, recorded stage and missing qualification information. Optional AI assessment can evaluate supplied enquiry text when enabled. These indicators do not predict conversion.
Authorize supported accounts and select the assets available through each connection. Connecting an account does not automatically enable lead imports, messaging or inbox synchronization.
Where configured, save campaign, ad set and ad details as drafts. Explicit execution creates the corresponding Meta objects in a paused state by default; activation requires confirmation.
QUESTIONS AND ANSWERS
Clear facts on deduplication, document imports, and accounts.
Meteor CRM compares contact details, names and supporting information, then returns potential matches with reasons and conflicts. A matching name alone does not establish that two leads are duplicates. You review the result before creating or merging records.
No. You select the contacts to import, review uncertain or missing values and confirm the save operation.
Yes. Matching contact details do not necessarily mean the enquiry is duplicated. The review process supports distinguishing an existing contact from a separate requirement.
No. Account authorization and asset selection are separate from automatic lead import and message delivery.
Explore how Meteor CRM or a customized lead intake architecture fits your team’s capture sources and review procedures.