New messages wait too long
Customers reach out after hours or switch channels. Sales teams need context and a clear next step.
SALES & GROWTH WORKSPACEDon’t let a promising conversation
Don’t let a promising conversation
end on “seen”.
Leadviser helps consultative businesses understand customer needs, reply in context, follow up on appointments or demos, and trace the path from lead source to revenue. AI suggests. People stay in control.
● The demo uses illustrative data and is not connected to live channels or customers.
leadviserSample business
Consultation inbox
LNew lead · needs adviceMessenger · 09:47
MFollow-up neededInstagram · 08:20
Linh Pham · customer advisorSource: paid campaign
In consultation✦ Sales Coachask about budget or key constraints before arranging a consultation.
02 / Booking
From conversation to meeting
Choose an available slot and have a teammate confirm before booking.
✓
Suggested timeTuesday · 10:30Team confirms · customer receives details
03 / Outcomes
From lead source to outcome
One connected journey shows where an opportunity stalls.
New leads128
Meetings / demos56
Attended42
Deals27
Lead sourcesPaidOrganicReferral
Figures and calendar slots in this preview are illustrative.✦ Conversation → appointment
Channels on our integration roadmap
MessengerInstagramTikTokZZalo OATelegramSShopee ChatPhone AI
These icons show planned channels. The current demo is simulated. Live access depends on platform APIs and the business account.
THE REAL FRICTION
Revenue leaks through small gaps.
A slow reply, an unconfirmed booking or a campaign measured only by views can hide lost opportunities.
Customers agree to meet, then disappear
A consultation, examination, property viewing or demo needs timely confirmation and follow-up.
Leads arrive, quality stays unclear
Marketing needs to know which sources create qualified conversations and real sales opportunities.
A VIEW FOR EVERY ROLE
One customer journey. The right view for each team.
Role and branch permissions help advisors act, managers spot bottlenecks and executives see outcomes.
CEO
See where growth stalls
Track new leads, appointments, visits, deals and like-for-like trends. Reconcile every figure with real records.
Explore demo ↗New leads128Illustrative figures
Meetings / demos56Illustrative figures
Attended42Illustrative figures
Deals27Illustrative figures
Marketing
Connect content and campaigns to real visits
Separate organic from paid leads and judge quality by the next action, not message volume alone.
Explore demo ↗New leads128Illustrative figures
Meetings / demos56Illustrative figures
Attended42Illustrative figures
Deals27Illustrative figures
Advisor
Know what to say and do next
See the conversation, evidence-based reply suggestions and leads awaiting follow-up. Staff approve before sending.
Explore demo ↗New leads128Illustrative figures
Meetings / demos56Illustrative figures
Attended42Illustrative figures
Deals27Illustrative figures
TRY AN INTERACTION
What does a better consultation sound like?
Choose a scenario. See how Leadviser recognizes a concern, drafts a warm and informed reply, and suggests the next step.
Consultation inbox
Clinic
I want to improve my lip color, but I’m afraid it will look too bold.
I understand you prefer a natural result. What kind of change are you hoping for? I can share clinic-approved examples for reference.
✦ Sales Coach
Ask about the desired outcome; use approved information and images; hand clinical questions to a professional.
Ask about the desired outcome; use approved information and images; hand clinical questions to a professional.
Evidence-based suggestion · reviewed by a person
Go beyond message counts.
- 01Source & campaign
- 02Conversation
- 03Next commitment
- 04Attended
- 05Sale
Consultation inbox
Dental
I’m thinking about braces but don’t know where to start.
An examination would help a dentist assess your case. Are time, appearance or cost most important to you?
✦ Sales Coach
Avoid diagnosing in chat. Ask about goals and offer a dentist appointment.
Avoid diagnosing in chat. Ask about goals and offer a dentist appointment.
Evidence-based suggestion · reviewed by a person
Go beyond message counts.
- 01Source & campaign
- 02Conversation
- 03Next commitment
- 04Attended
- 05Sale
Consultation inbox
Real estate
Is this apartment still available? I’d like to view it this weekend.
I’ll check the latest availability and viewing schedule. Is location, budget or move-in date your top priority? Then I can suggest suitable options.
✦ Sales Coach
Verify inventory and approved property facts; ask about buying criteria; confirm the viewing with an agent.
Verify inventory and approved property facts; ask about buying criteria; confirm the viewing with an agent.
Evidence-based suggestion · reviewed by a person
Go beyond message counts.
- 01Source & campaign
- 02Conversation
- 03Next commitment
- 04Attended
- 05Sale
Consultation inbox
Services
How would you run marketing for a small business?
To recommend the right scope, what is your goal for the next three months and which channel brings customers today? Then I can outline our service and arrange a short call.
✦ Sales Coach
Clarify goals and budget; use an approved service scope; hand qualified leads to a specialist.
Clarify goals and budget; use an approved service scope; hand qualified leads to a specialist.
Evidence-based suggestion · reviewed by a person
Go beyond message counts.
- 01Source & campaign
- 02Conversation
- 03Next commitment
- 04Attended
- 05Sale
Consultation inbox
Digital products
Would this software work for a team of 12?
Let’s check against your current workflow. Which issue matters most: capturing leads, assigning work or reporting? If there is a fit, I can arrange a focused demo.
✦ Sales Coach
Ask about use case; do not promise unavailable features; offer a demo for a qualified need.
Ask about use case; do not promise unavailable features; offer a demo for a qualified need.
Evidence-based suggestion · reviewed by a person
Go beyond message counts.
- 01Source & campaign
- 02Conversation
- 03Next commitment
- 04Attended
- 05Sale
FROM SOURCE TO OUTCOME
Go beyond message counts.
One connected journey shows where opportunities stall and what the team can change.
01
Source & campaign
Capture paid, organic and referral sources.
02
Conversation
Understand needs, objections and lead quality.
03
Next commitment
Book a consultation, exam, property viewing, quote or demo.
04
Attended
Confirm the customer joined or completed the meeting.
05
Sale
Connect revenue and reasons for lost deals.
DECISIONS WITH EVIDENCE
Reporting built for action.
Review cold leads alongside conversation evidence, identify missing steps and compare like-for-like periods.
From content to real sales opportunities
Link videos, articles and campaigns to qualified leads, completed meetings and deals. Media teams verify the source of trend ideas.
128New leads
56Meetings / demos
42Attended
27Deals
Turn cold leads into learning
Suggest possible reasons a customer stopped replying, show the supporting exchange and let staff confirm or correct the label.
✦ Sales Coach: ask about budget or key constraints before arranging a consultation.
ONE SHARED SALES MOTION
For businesses that sell through consultation.
Leadviser focuses on products and services customers want to discuss before deciding. One data core; industry-specific voice, knowledge and next steps.
Beauty clinics
Understand goals, introduce specialists and approved results, then arrange a branch consultation.
Dental practices
Answer basic questions, book examinations and route clinical questions to a dentist.
Real estate
Qualify area, budget and needs; check verified inventory and schedule viewings.
Professional services
Clarify objectives and scope, then arrange a call or appropriate quote.
Consultative digital products
For SaaS, courses or higher-value solutions: discover use cases, book demos and follow decisions.
A SUPPORTED TRIAL
14 days to see what is improving.
Agree on goals, record a baseline, use one real workflow and review outcomes together. Support is included throughout the trial.
Set a baseline
Choose channels, lead sources and measurable goals.
Approve knowledge
Review tone, service details, schedules and human handoff rules.
Work with oversight
Monitor conversations, bookings and feedback, then adjust.
Review results
Compare leads, bookings, visits and bottlenecks with the baseline.
Start a 14-day trial
A registration channel will be available once onboarding is ready. You can explore the interactive demo now.
Results depend on input quality, implementation and business verification. We do not promise a closing rate before measuring.
LEADVISER JOURNAL
Practical ideas for better selling.
Guides to customer journeys, marketing measurement and responsibly assisted conversations.
Clinic · Operations
Where do clinics lose leads between inbox and appointment?
A practical review of the path from first message to actual visit for clinic advisors and managers.
Read article →Marketing · Measurement
Stop counting leads alone: connect ad campaigns to revenue
Follow the path from source and conversation to booking, visit and sale to understand what spend produces.
Read article →AI · Consultation
How can beauty-clinic AI sound human and stay accountable?
A practical framework for tone, approved knowledge, evidence and human handoff in customer consultations.
Read article →FREQUENT QUESTIONS
Before bringing AI into your team.
Will AI send messages automatically?
The demo is simulated. In production, the business chooses automation scope, approved content and human handoff rules.
Does Leadviser work for small businesses?
Start with one branch, one channel and one core metric. Packages can match actual size and needs.
How do we measure trial value?
Record a baseline and define qualified leads, bookings, visits and deals. Compare the same scope after 14 days and disclose data limits.
Can staff, managers and CEOs have different permissions?
Role and branch permissions, audit logs and data policies are in the product plan. The demo shows role views; real security must be enforced server-side.
Start with a better conversation.
Explore the workflow, then identify your business’s main bottleneck.