DAOJIE LeadSale Product Briefing
Hello everyone, I am Louis from DAOJIE Business Team. Today I will share with you the product briefing of DAOJIE LeadSale.
Welcome to watch the LeadSale product briefing.
Today, we will not introduce to you how many buttons and functions a tool has at the beginning. Because we know that what really matters to you is not what a tool can do, but whether it can really change your current sales dilemma and bring you real value. We are not only talking about a system, but also a way to change “sales destiny”.
Have you encountered these problems?
You advertise every month, but customer traffic has never settled, and the conversion rate is pitifully low?
You have a lot of leads, but the follow-up is too chaotic, high-intent customers are forgotten, and low-value customers are time-consuming?
You assigned the sales task to the team, but they work on their own, with overlapping orders from customers, resource conflicts, and unclear responsibilities?
You use CRM, forms, online customer service, and content platforms, but these tools are independent of each other and there is no complete closed loop;
What’s more serious is that you feel that you are busy every day, but you are not sure whether “busyness” can bring “results”.
If you are familiar with these, you are not alone. Many customers, institutions, entrepreneurs, and small and medium-sized enterprises we have served – from front-line sales staff to mature team managers – have almost experienced similar situations before using LeadSale.
We used to think that “using more tools can solve problems”; but practice tells us that only systems can truly solve the root cause of “sales chaos”.
What is a “system”?
It is not an independent CRM, not a chat tool, not an advertising management platform, nor a calendar or landing page tool.
It is a thinking logic: let customers start from “seeing you for the first time”, step by step to “trust you”, and finally “buy yours” and be willing to “recommend you”.
It is a set of process structures:
It allows you to quickly collect leads;
Automated follow-up;
Systematic education;
Double output with the lowest manpower;
Finally, it can track where every penny of advertising is spent, where every customer comes from and where they go.
It is also a bottom-level method:
You no longer rely on “gold medal sales”, but use processes to make ordinary people easily close deals;
You no longer rely on “feelings to do marketing”, but rely on data to drive every decision;
You no longer work overtime every day to deal with customers, but let the system actively serve customers.
LeadSale is a system, but it is more like a “sales growth partner”.
We don’t want you to just click a button when using it, but we hope that you can use it to build your own sales process, conversion model, and customer asset database for your team.
The goal of this briefing is not to “impress you to buy”, but to “make you understand”:
If you want to systematically manage customers, improve team collaboration efficiency, and create a stable and controllable sales growth model, then you must listen carefully to today’s content.
From now on, you will see a set of systematic processes that can truly bring customers from strangers to transactions, from the first interaction to long-term repurchase.
This is the LeadSale AI automated drainage system we prepared for you.
Next, let’s enter this journey of “system reshaping the destiny of sales” together.
🧩 Part 1: Why does every company have to establish a sales system now?
In the past ten years, the growth methods of most companies in China and the world can actually be summarized in one sentence: “Rely on people, traffic, and resources”.
What we have are sales elites, channel partners, big platform bonuses, and the convenience of advertising algorithms. In that era, as long as you were diligent enough, caught the trend, placed advertisements, and organized activities, most products could be sold.
But it is different now.
❗Change 1: Traffic costs soared, and advertising is no longer a “guaranteed profit”
If you have ever done online promotion, you must know:
In the past, a Google ad cost less than one dollar to get a potential customer, but now it may cost several dollars or even more than ten dollars;
After placing thousands of dollars in advertising on Google or Facebook, there may be only dozens of forms, and the quality is uneven;
In the past, after you placed an advertisement, customers would come to ask; now after you place an advertisement, you have to rely on customer service to follow up repeatedly;
Advertising costs are getting higher and higher, but customers are getting “colder”.
This is not only a technical problem of placement, but also has a lot to do with the current Internet business environment:
Information flooding + customer fatigue + peer competition → advertising customer acquisition efficiency has declined across the board
In this context, companies have only two choices:
Either keep paying more to buy traffic (and end up losing money);
Or improve traffic utilization and “receive, retain, and convert” every customer.
This is the first value of the sales system: improve conversion rate, rather than burning money and gambling on luck.
❗Change 2: Customer cycle becomes longer, and “instant transactions” become less and less
Ten years ago, customers used to be like this:
After reading your website, advertisements, and product introductions, as long as there is a demand, he may directly place an order or call;
And now customers:
First look at your website to see what others say about you and whether there are good reviews;
Check your company on the Internet to see if you are a “reliable company”;
Maybe it will take three to five days, and then “return the visit” after a while, or…no follow-up.
They are smarter, more cautious, and slower.
So you will find that your sales have changed from “on-the-spot transactions” to “repeated education + slow decision-making”.
In other words, you have to accompany customers for a longer time, the links are more complex, and the process requires more system support.
If you rely on sales staff to remember and use forms to remind, you will be in a mess when there are too many customers. If you miss the golden follow-up window, lose customers, and want to get them back, you have to spend advertising money again.
What the sales system can do is to make these processes automatic:
Customers enter the system → automatically assign sales → automatically send welcome emails/text messages;
No interaction for a week → automatically remind sales → automatically send content follow-up;
Browse the price page but don’t place an order → automatically follow up with discounts/questionnaires → classify and label.
For this entire line, sales staff can do nothing, but customers can still feel that they are being “precisely cared for”.
This is the second value of the system: solving the efficiency loss under the “long sales cycle”.
❗Change 3: People are becoming more and more difficult to manage, and team efficiency is out of control
Have you ever encountered such a sales team situation?
Every day, someone says “too few customers”, but in fact, there are hundreds of them in the CRM that have not been followed up;
Customers overlap and snatch customers, everyone blames each other, and no one can tell whose is whose;
Sales reports are getting better and better, but the boss doesn’t know who really brought the results;
Some sales are very good, but they take all the customers with them after leaving, and the new people who stay can’t keep up with the process.
These problems are not people’s problems, but lack of process.
Without a set of “standardized action” processes, it is impossible to form “replicable sales capabilities”.
The third value of the sales system is:
Make sales a set of “SOPs that everyone can execute”;
The source of customers is clear, the ownership is clear, and the behavior track is traced;
Everyone knows what stage the customer is in and what to do.
With the system, even newcomers can get started within 7 days; even if a salesperson leaves, his customers will not be “cut off” – the system is still there, the process is there, and the growth is controllable.
❗Change 4: Customers only make one transaction, and it is difficult to repurchase and refer others
Have you found that the most painful part of doing business is not the difficulty in acquiring customers, but “disconnection after the transaction”?
After the customer buys once, it’s like he disappeared from the world;
Want to make a repurchase reminder, but there is no system to automatically track;
Want customers to refer others, but there is no automated process to guide;
Want to do old customer activation activities, but don’t know who is an old customer and who has potential.
This is the manifestation of “lack of life cycle management”.
Today’s customers need to be accompanied for a long time-
Use content to continuously deliver value;
Use discounts to guide re-purchase;
Use stratification and grouping for targeted operations;
Finally, turn customers from “users” into “disseminators”.
And these things can only be done by the system for a long time and without interruption.
LeadSale’s lifecycle management system can help you:
Identify old customers → Automatically push repeat purchase content;
Customers who have been silent for 60 days → System activation and awakening;
Good customers → Automatically send invitation links → Guide referrals;
The LTV (lifetime value) of each customer can be visualized, and the strategy is clear at a glance.
So, why do you have to build your own sales system?
Because the external environment is getting more and more difficult, customers are getting more and more sophisticated, people are getting less efficient, and traffic is getting more and more expensive.
Enterprises no longer have the space to “survive by just doing it casually”.
What you need to do is not to find a new advertising channel or hire two more salesmen.
What you need to do is: use the system to replace blindness; use processes to replace manpower; use intelligence to improve efficiency; use data to determine decisions.
You only have one chance to really open up your sales process.
From now on, all the nodes between the customer from “first meeting you” to “repurchase multiple times and willing to recommend you” – let the system complete.
This is the meaning of LeadSale’s existence.
Part 2: What company does LeadSale come from and who is the founder?
Our background: from the first-tier market and more than ten years of real experience in Internet marketing
LeadSale’s core product team has been deeply involved in sales and marketing in the past few years:
Let’s get to know the company behind this product – DAOJIE Media, and its founder – Daojie.
DAOJIE Media is headquartered in Toronto, Canada. Since its establishment in 2016, it has always focused on serving global companies and has built a professional elite team across North America, Asia and other international markets.
For many years, we have been committed to building a systematic and sustainable overseas marketing system for enterprises. The service content covers: enterprise-level AI automation architecture, advertising delivery strategy, sales funnel design and optimization AI automation customer acquisition and conversion tools, overseas market localization operations, cross-border marketing consulting and solutions, advertising delivery semi-managed/full-managed services, etc. From helping customers achieve the initial layout from 0 to 1, to helping accelerate the breakthrough from 1 to 100, DAOJIE Media has always been result-oriented and technology-driven growth, creating a truly efficient and replicable overseas growth engine for global customers.
The founder, Sister Dao, is an expert product manager who has been deeply involved in overseas Internet marketing for more than 15 years. She has held senior advertising management positions at Google and Meta, leading advertising projects worth millions, and has a very strong practical background and data analysis capabilities. She is good at starting from a strategic perspective and tailoring hacker-level fission growth plans for customers, especially in the application and implementation of Google, Facebook, and YouTube advertising systems.
Against the background of the rapid development of artificial intelligence, Sister Dao has led the team to invest in the research and development of AI automated commercial applications since 2022, and officially launched its core product, LeadSale, a one-stop automatic diversion and conversion system, at the end of 2023. This is a digital solution that integrates AI technology, automation systems, and advanced advertising strategies. It has now become one of the leading similar products in the North American Chinese community.
In addition to technology and services, Daojie Media is also actively building brand influence. The company has created a personal IP channel “Dao Jie” on YouTube, focusing on sharing AI-driven marketing skills, sales strategies and digital entrepreneurship dry goods. So far, it has attracted more than 120,000 subscribers. It ranks first in the industry in the AI automated network marketing segment of YouTube Chinese channels, and is a highly influential Chinese content output platform.
In terms of actual market performance, Daojie’s “3H Content Marketing System” sold more than 10,000 to 20,000 sets in a short period of time, achieving millions of US dollars in revenue. The LeadSale system has also quickly accumulated thousands of long-term paying users within less than a year of its launch, and with its product innovation and technical strength, it has won the honorary title of “Best Digital Marketing Service Enterprise in 2024” awarded by the Canadian government.
Why did we create LeadSale?
Before answering this question, I would like to talk about the birth background of this system, that is, why the founder Dao Jie decided to personally develop this LeadSale product.
Daojie and her team have served thousands of clients in the past years. Clients come from different countries and work in different industries. However, when implementing Internet marketing systems, they generally face a similar problem:
Everyone needs to repeatedly build similar things – sales funnels, websites, CRM systems, automation tools, email tools, advertising tools… and the lack of coordination between these functions leads to data stagnation, complex operations, high error rates, extreme waste of time, and high costs.
Many clients are stuck with “tool integration” and “technical configuration” when they just start, and their energy is exhausted before the promotion begins.
Daojie realized that instead of assisting clients in installing and configuring various tools every time, it is better to directly create a “fully automatic, replicable, and standardized” one-stop system so that clients can quickly build their own closed loop of traffic conversion without having to understand technology.
So, LeadSale was born.
Through this system, clients only need to focus on their own content, products and services, and everything else, from website building, marketing, automatic follow-up to advertising optimization and customer management, is completed by the system.
We have also personally verified that after using LeadSale, customers can save up to 80% of their operational management time, truly achieving the operational efficiency of a “one-person company”.
You can understand it as: in the past, you needed to find more than ten different platform tools to complete the construction of an online business. Now, with only one LeadSale account, you can start the complete Internet business process with one click – this is not only an improvement in efficiency, but also a significant reduction in the threshold for entrepreneurship.
Before formally explaining the product, we would like to answer a question first:
Why do we have to rebuild a system called “LeadSale” when there are already so many marketing tools, CRM, and sales software on the market?
The answer is simple: we are a group of people who have come out of pain.
We do not build the system from the perspective of “technology”, but from the perspective of “problems” – we know that the real challenges faced by small and medium-sized enterprises are not the lack of functions, but:
The lack of structure, the lack of closed loop, the lack of coordination, and the lack of efficiency.
🔧 Market status: There are a lot of tools, but the efficiency is lower
We have investigated the status of marketing tools of more than hundreds of companies and found a terrible fact:
70% of companies use more than 3 tools to manage customers and sales every day, but sales conversion has not increased.
Why?
Because you are using:
A form tool to collect customers;
An Excel or CRM to follow up with customers;
A social tool to send messages;
An email platform for mass messaging;
An appointment system for appointments;
An advertising system to view data…
But these tools are not connected to each other, the data is fragmented, and the process is interrupted.
Every link relies on people to “manually connect”, so:
Customer disconnection → Unable to track;
Sales disconnection → Easy to grab orders;
Customer service overload → Easy to lose tickets;
Marketing department → 10 tables are imported every week to see if the advertisement is converted.
You are not inefficient, you are using the wrong system combination.
Therefore, our core vision for creating LeadSale is:
Use a system to help you get through the complete closed loop from traffic generation to transaction, from service to repeat purchase.
🧩 Three design principles of LeadSale
When we designed LeadSale, we always adhered to the three most important product philosophies:
① Automation first
For any process that can be completed by automation, we don’t let people repeat work-
Automatically assign when customers come, automatically reply when messages come, automatically remind when leads are silent, and automatically generate advertising ideas
② Full-link closed loop
LeadSale is not a tool for a certain department, but a unified system from “market to transaction”-
Advertisement → Form → Customer → Follow-up → Transaction → Repeat Purchase → Remarketing, all strung together.
③ Ordinary people can also use it
We don’t make high-threshold tools that “only professional marketers can operate”-
Even if you are just a sales assistant in a small or medium-sized team, you can learn to operate it within 1 hour; even if you are a boss, you can control everything by looking at the data panel.
Our mission: Turn complex sales into simple deals
You can understand LeadSale as:
A digital carrier of “sales system thinking”;
An executable version of “automatic deal flow”;
Even a “super sales assistant + elite operation team” who works 24 hours a day.
We built it not to show off, but to keep every customer and every opportunity for you.
Part 3: What is LeadSale? What problem does it solve?
At this point, you may have developed a certain interest in LeadSale.
But you may still ask in your heart:
“You have said so much, what is LeadSale? What is the difference between it and the CRM, automation tools, and delivery systems I used before?”
We give the simplest answer:
LeadSale is a full-process sales automation system designed around the “customer conversion closed loop”.
It is not a tool, but a complete system from drainage, interaction, conversion, repurchase, remarketing, and fission.
It can not only help you “collect customers”, but also help you classify customers, follow up customers, automatically convert customers, track customer behavior, activate silent customers, form social trust, and promote secondary transactions.
To put it more bluntly:
It is a sales machine that “turns customers into transactions and transactions into repeat purchases.”
🚦LeadSale’s core positioning: digitalization, automation, and intelligence of sales processes
You can imagine LeadSale as a collection of four systems:
System type Common tools on the market LeadSale integrated value
1. Advertising automation system Creative tools, advertising data analysis tools AI creative advertising production + data analysis + multi-platform intelligent delivery + automatic advertising optimization
2. Intelligent collaboration and service system Customer service software AI intelligent customer service robot + AI phone robot + multi-platform message integration (Facebook, Instagram, WhatsApp, Live Chat, etc.)
3. Marketing automation system Form tools, SMS tools, email platform Automated marketing process + remarketing + lead follow-up + automatic content publishing + subscription management automation
4. Customer relationship management system (CRM) Excel, traditional CRM Multi-dimensional tags + customer cards + sales reminders + sales funnel visualization + automatic customer allocation
But we don’t just put these tools together, but:
We string them together with the logic of “sales process”.
Where the customer comes from, what happens after they come, whether you follow up, what is the conversion rate, how long after the conversion, no contact, whether there is any evaluation, whether there is any recommendation… All of this, LeadSale can record, analyze and execute.
🧩 What problem does it solve? ——Use questions to disassemble the value of LeadSale
We do not talk about the system from the “function”, but from the “real pain points of the enterprise”.
The following are the most common typical problems encountered by the enterprises we have served. Each problem corresponds to one or more functional module solutions of LeadSale.
❓ Problem 1: There are many leads, but the follow-up is always chaotic and inefficient
✅ Solution: Customer Tag System + CRM Customer Card + Sales Reminder System
➤ Each customer will be automatically labeled with source, interest, behavior, etc. Sales can clearly view the historical interaction and current stage in the customer card, and the system will also regularly remind the follow-up nodes.
❓ Problem 2: Teams often “collide” and “grab orders” and unclear responsibilities
✅ Solution: Customer attribution mechanism + automatic task allocation system
➤ The sales that customers contact for the first time automatically obtain attribution rights, and the system records the source of the first contact. New customers can set multiple rules such as carousel allocation, weight allocation, label matching allocation, etc. to automatically distribute, and completely say goodbye to manual confusion.
Automatic carousel distribution, completely say goodbye to manual confusion.
❓ Problem 3: Advertising costs money, but the source of customers and the effectiveness of delivery are completely unclear
✅ Solution: Advertising tracking and analysis system + customer path restoration
➤ Each customer’s incoming link carries advertising channel parameters, and the system automatically records the source platform, click behavior, and conversion path to form a complete data report.
❓ Problem 4: Customers come in, but there is only one transaction and no repeat purchase
✅ Solution: Customer Lifecycle Management + Remarketing Process + Course/Knowledge System
➤ How long the customer has been silent, purchase frequency, and historical behavior, the system can clearly see at a glance; it can automatically set “churn reminder”, “repurchase activation”, “membership advanced course” and other content to achieve long-term repurchase activation.
❓ Problem 5: Customer service is too tired to handle it, and it always can’t answer customer questions
✅ Solution: AI intelligent customer service robot + telephone robot
➤ Set keywords and intent classification, AI automatic answering + guidance + labeling + information collection, saving more than 80% of repeated customer service work; multilingual telephone robots can automatically call back, identify customer tone and needs, and further complete product introduction, consultation, appointment and other work.
❓ Problem 6: The team works hard, but the boss can’t see the data and can’t manage the results
✅ Solution: Data dashboard and report system
➤ Automatically summarize sales, conversion rate, process performance, advertising ROI, customer trends every day, display them in charts, and handle global business data on one page.
❓ Problem 7: I want to write copy and post ads, but it’s difficult and inefficient every time
✅ Solution: Content generation AI module
➤ Just enter basic business information, the system automatically generates full website copy, 52 weeks of email marketing content, 4*4 email marketing copy, advertising slogans, sales talk, social postings, and quickly produce a year of high conversion content, while supporting multi-language output.
🎯 Summary in one sentence:
The core mission of LeadSale is: Let your customers see you → understand you → believe you → buy you → come back again, the whole path is assisted by the system, no longer relying on “artificial will”.
Part 4: Introduction to the functions of LeadSale’s 26 core modules
The real value of a sales system does not lie in the stacking of tools, but in the logic, coordination, and results of each link.
Next, we will disassemble LeadSale’s 26 core modules one by one, so that you can clearly understand what it can do, how to do it, and why it is important.
🔹 01. System Overview
｜Module Function: Quickly familiarize yourself with the system interface and menu structure
When entering LeadSale for the first time, many people will worry that “there are too many functions and I don’t know where to start.” The original intention of the design of the system overview module is to help every new user master the overall architecture of LeadSale in the shortest time.
You will see:
On the left is the module navigation bar, which clearly distributes the main paths such as sales, marketing, automation, data, and settings;
The home dashboard will show your number of leads, customer activity, conversion data, and to-do items;
All functions are deployed in a “process-guided” form to avoid getting lost in the menu.
This module is very suitable for new employee training, initial deployment or team reorganization, so that every member knows where the customers are, where the process is, and where the goal is from the beginning.
🔹 02. Sales lead management
｜Module function: add, filter, and follow up sales leads (customer management foundation)
Lead management is the “entrance” of the entire sales system and the starting point of all conversion processes.
LeadSale’s lead management module not only stores customer lists, but also can do the following:
Automatically collect customer information from forms, advertisements, robots and other channels;
One-click import of Excel and CSV data, support for fast import of historical customers;
Multi-dimensional screening of leads, such as source, behavior, stage, whether followed up, etc.;
Support lead scoring mechanism to let sales know who are high-intent customers;
Set follow-up records and reminders to avoid “forgetting halfway through the follow-up”.
The goal of this module is to enable every salesperson to focus on following up the “most valuable customers” instead of blindly “casting a net” to promote.
03. Customer Tag System
｜Module Function: Set customer tags to achieve accurate customer classification
The tag system is the “brain” of LeadSale, which helps you transform customers from “names and phone numbers” to “portraits and behaviors”.
We support:
Multi-level tags (such as source tags: advertising, exhibitions, introductions; behavior tags: browsed price pages, consulted customer service; interest tags: fitness, workplace, parent-child, etc.);
The system can automatically tag, for example: click a link → automatically mark “interested”; fill in a form → automatically add “intention”;
Tags can be used to filter customers, distribute sales, enter automated processes, accurately push content, etc.
For example: you can set up a process – any customer who clicks on the “price page” will be automatically marked as “high intention” by the system, and a “limited time discount email” will be pushed within 1 hour.
The value of the tag system lies in turning the “messy customer library” into a “precise operating asset”.
🔹 04. CRM Customer Management
｜Module Function: Use customer cards to record communication logs and customer information
CRM customer management is the “central nervous system” of the entire sales process and the information support system behind every transaction.
In LeadSale, each customer will generate a “customer card” in which you can complete the following operations:
View basic customer information (name, mobile phone, email, source, creation time, etc.);
Add notes and communication records (support voice input, file upload, screenshot saving);
Set the customer’s current sales stage (such as: first visit, quotation, hesitation period, completed);
Bind the sales person in charge with the next follow-up reminder;
View the customer’s historical behavior trajectory (which ads have been clicked, which pages have been visited, which emails have been opened, etc.).
The core value of the CRM customer card is: to make customer information “never lost”, “available at any time”, “collaborative”, and realize the complete life cycle tracking from first acquaintance to repeat purchase.
🔹 05. Automated Process (Workflow)
｜Module Function: Create automated sales processes and realize batch conversion actions
In traditional sales teams, many things need to be “man-to-man”: reminders, follow-ups, sending quotations, invitations, reminders for payment, after-sales care… As long as there are more people and more customers, they will inevitably be missed.
In LeadSale, as long as you define it once, the system can help you “continue to run automatically”.
The Workflow automated process module supports:
Drag-and-drop process creation, simple and easy to understand;
Set trigger conditions (such as submitting a form, clicking a link, successful purchase, label changes, etc.);
Define system actions (sending emails, assigning sales, pushing courses, labeling, notifying customer service, etc.);
Support multi-branch judgment logic (such as: click A to go this line, and go another line if you don’t click).
For example: You can set up a complete “appointment conversion process”:
Customer submits an appointment → automatically send a confirmation email → send a calendar link → if not confirmed within 24 hours → send a text message reminder → automatically assign customer service to follow up.
The automated process module is the “programmer” of the sales team, helping you turn the experience process into execution.
🔹 06. Sales funnel construction
｜Module function: Build a sales funnel and track the conversion rate at each stage
“Sales funnel” is a key indicator to measure the health of the entire sales system.
In LeadSale, you can freely create a sales funnel model, which usually includes these stages:
Potential customers → First contact → Intention → Quotation → Deal → Old customers
The system will automatically track:
The number of customers at each stage;
The conversion rate from the previous stage to the next stage;
Comparison of funnel data of each salesperson;
Funnel abnormal warning (such as: a large number of customers piled up without conversion at a certain stage).
You can quickly see:
Which stage has the most customers dropped?
Which sales follow-up is poor?
Which type of customers is easiest to close?
The sales funnel module helps you move from “perceived deal” to “scientific deal”, so that sales strategies are based on data, not feelings.
🔹 07. Landing page production
｜Module function: quickly build a landing page with high conversion rate
Today, when traffic is getting more and more expensive and users’ attention span is getting shorter and shorter, if you want to turn ad clicks into effective leads, the performance of the landing page determines the success or failure of the conversion rate.
LeadSale has a built-in visual landing page editor, so you can quickly build a high-conversion page without knowing the code:
Drag-and-drop components: titles, pictures, videos, forms, countdowns, evaluation modules, buttons, etc. are all available;
Multi-industry templates: dozens of conversion templates such as education, e-commerce, service industry, training, live broadcast, etc. are ready to use and modify;
Mobile terminal adaptation: the page automatically adapts to mobile phones, tablets, and PCs;
Form binding process: after the user submits, it automatically enters the automated process, tags, allocates sales, etc.;
Page access data can be tracked: exposure, stay time, button clicks, and bounce rate are all visible.
LeadSale’s landing page is not a “display page”, but a “conversion page”.
Its goal is one: to maximize your advertising traffic into leads.
🔹 08. Forms and lead collection
｜Module function: Design smart forms and connect with automated processes
Forms are the first step for online customers to “raise their hands”; but many forms only collect information but do not really “activate customers”.
In LeadSale, the form system is not only a collection tool, but also the first touchpoint of the sales process:
Form fields can be customized (text, options, ratings, uploads, etc.);
After the form is submitted, actions are automatically triggered (such as sending welcome emails, labeling, joining processes, notifying sales);
Supports pop-ups, embedded, link jumps and other styles;
Each field can be used as a filtering and grouping dimension (such as: industry = fitness → push fitness version of the speech);
Support “heat tracking”: statistics on visits, submission rate, abandonment rate.
For example: You can design a “trial application form”, and after the customer fills it out, the system automatically:
→ Send a trial description email → Notify sales to call → If no action is taken within 3 days → Send a reminder SMS → Enter the remarketing funnel.
LeadSale’s form system is the starting point of your full chain of lead collection → distribution → conversion.
🔹 09. Calendar appointment system
｜Module function: Create an appointment calendar to improve customer experience and team efficiency
The customer is interested, but has not made an appointment for a meeting or call? The reason is simple: the process is too complicated, there is too much communication, and the time arrangement is too troublesome.
LeadSale’s calendar appointment system helps you complete the appointment confirmation with the minimum communication cost:
Create a team/personal calendar and define the time period available for appointment;
Support different service item settings (such as “30-minute consultation” and “1-hour in-depth communication”);
Automatically confirm the appointment and send reminder emails/SMS;
Can bind form information collection and post-appointment action configuration;
Support cancellation/reschedule mechanism and automatically synchronize sales itinerary.
It is suitable for all scenarios that require “one-to-one communication” such as education consulting, service industry, private domain sales, financial insurance, training, etc.
Send a link, customers can make an appointment with one click, sales do not need to communicate time repeatedly, experience is improved, and efficiency soars.
🔹 10. Automated task allocation
｜Module function: Automatically assign customers to appropriate sales staff
When you get dozens or hundreds of leads a day, if you still rely on “manual allocation”, both efficiency and fairness will become a problem.
LeadSale provides a powerful automatic allocation mechanism to help you achieve seamless lead acquisition:
Carousel allocation: distribute evenly in sequence to ensure fairness of team resources;
Weight allocation: set the proportion according to sales experience/ability/position;
Tag matching: intelligently assign appropriate sales according to customer tags (such as region, interest);
Time setting: support different allocation logic for working days and non-working days;
Conflict protection: ensure that a customer is only assigned once to prevent “collision of orders”.
You can also set up a coordinated notification mechanism (WeChat reminder, system pop-up window, SMS reminder) to ensure that sales respond in the first time.
The goal of allocation automation is: the fastest speed, the most suitable person, and follow up with the most interested customers.
🔹 11. Customer attribution settings
｜Module function: Set customer attribution rights to ensure that sales efforts are not wasted
In sales-oriented companies, one of the most common internal conflicts is “Who does the customer belong to?”
Especially when a customer has been contacted by multiple salesmen, or has not been closed for a long time and then followed up again, there will often be orders, competition, and wrangling.
LeadSale’s customer attribution system uses system rules to automatically determine attribution rights and protect the results of sales efforts:
First contact record: When a customer clicks, consults, or submits a form for the first time, the system will automatically record the attribution sales;
Customer attribution lock: Within a certain period of time, only the attributable person is allowed to view and follow up the customer;
Administrators can view all customers and perform management operations such as transfer and allocation;
Supports setting the attribution validity period, and resources can be automatically released if they are not followed up for a long time.
This mechanism ensures that: sales who work hard to follow up first will not suffer losses, managers can clearly control customer distribution, and customer relationships are orderly and stable.
🔹 12. AI intelligent customer service
｜Module function: Set up intelligent chat bot to automatically reply to customer messages
What should I do if a customer asks a question online and the customer service is not there? What if hundreds of customers ask the same question? Chatbots are your “intelligent customer service” that never goes offline.
LeadSale’s AI intelligent customer service supports:
Multi-platform access (websites, communities, landing pages, etc.);
Keyword recognition → Automatically send preset answers (such as “price”, “function”, “refund”);
Customize button replies, jump links, form filling;
Collect user information (name, phone number, question) and label it accordingly;
Intelligently classify customer intentions (consultation, complaint, purchase intention, etc.);
You can set “transfer to manual” rules to push manual intervention when customers enter specified words or there is no answer for a long time.
AI Bot can help you solve 80% of repeated problems, release manual customer service resources, and screen out high-intent customers for sales follow-up.
🔹 13. Telephone robot
｜Module function: Configure AI telephone robot to realize batch outbound calls and intention recognition
The telephone is still a key communication method in many industries, but manual outbound calls have problems such as high cost, low efficiency, and missing data.
LeadSale’s AI phone robot can:
Import customer lists in batches (such as today’s leads, silent customers, and unpaid users);
Automatically dial → play scripts → receive customer answers → identify keywords and tone in real time;
Classify customer intentions (such as: interested, considering, and explicitly rejected) and label them;
Bind subsequent processes: such as potential customers → push to sales, cold customers → enter the remarketing process;
View call summaries, call duration, and customer answer records, and support quality inspection and analysis.
Its power lies in: you can “let the system make hundreds of calls for you” every day, screen out those who really have the opportunity to close a deal, and let sales make precise breakthroughs.
14. Omnichannel Message Center
｜Module function: Unified management of Instagram, Facebook, WhatsApp, LinkedIn, TikTok, email, SMS, Webchat and other channel information to achieve a unified communication portal
Your customers may contact you through WhatsApp, leave messages through forms, or send emails, calls, or private messages.
But the reality of many companies is that these messages are scattered across various platforms, customer service is tired of following, and information is easily missed.
LeadSale’s “Omnichannel Message Center” aggregates all customer communication messages into one interface, including but not limited to:
Instagram, Facebook, WhatsApp, LinkedIn, TikTok, SMS, form messages, web conversations;
View all recent customer conversations, sources, and behavior paths on one page;
Messages are automatically labeled, and support search, filtering, and export;
Message trigger actions (such as: automatic labeling, entering the process, assigning sales, etc.);
Backend and front-end chat records are automatically synchronized to form a “customer interaction archive”.
From now on, you no longer need to switch between 10 platforms, and you don’t have to worry about missing key customers-all customer conversations are controlled on one page.
🔹 15. Email Marketing Module
｜Module Function: Create email content and set automatic sending conditions
Email is considered an “outdated channel” by many people, but real data tells us that among all online marketing methods, email conversion rate is still among the best.
LeadSale’s email marketing module is an “automatic, efficient, and traceable” email system:
Drag-and-drop email editor supports graphics, buttons, links, and dynamic variables (such as customer name, product name);
You can create precise push emails, and set up automated email processes (such as welcome letters, abandoned purchase reminders, holiday greetings, and content subscriptions);
Supports filtering and sending according to customer tags/behaviors (such as “browsed the price page but did not place an order”);
Email opening, clicks, jumps, and unread data are clear at a glance;
You can quickly generate high-quality content with the AI copywriting module.
Application example:
Customer submits a form → Receive a welcome email immediately → No response within 48 hours → Automatically send again → Click the email to enter the next process.
LeadSale’s email module is not a mass messaging tool, but an automatic engine for “customer education and transaction”.
🔹 16. SMS marketing module
｜Module function: configure SMS content, sending frequency and trigger rules
Although SMS is short and has a limited number of words, its arrival rate and opening rate are almost 100%. Especially in scenarios where “strong reminders” are required, SMS is still the most reliable contact tool.
LeadSale’s SMS module provides:
Scenario templates: such as appointment reminders, payment notifications, discount expiration, event notices, etc.;
Automatic trigger mechanism: SMS can be set to be sent when a certain behavior (such as non-payment, form not submitted);
Anti-harassment settings: frequency limit, anti-duplicate sending mechanism;
Combined use of SMS + link: send SMS and attach landing page/form entry to improve interactive conversion;
Support SMS channels and sending statistics in different countries.
Typical application scenarios:
Customers have not completed the appointment process → the system automatically sends SMS reminders + calendar links;
Old customers have no activities for 3 months → send wake-up SMS + limited-time discount links.
The SMS module is suitable for the “instant wake-up + high reach” scenario, and is an invisible killer to increase the transaction rate.
🔹 17. Advertising traffic analysis
｜Module function: view advertising sources, data and customer paths
Many companies are investing in advertising, but they can’t figure out where the money is spent? Which ads really bring customers?
LeadSale’s advertising tracking system helps you clearly understand:
Customer click sources (such as FB ads, TikTok short videos, Google searches, Youtube videos, Linkedin and other friend circle promotions);
The entry page and time for each lead to enter the system;
Customer subsequent behavior path (whether to submit a form, make an appointment, or purchase);
UTM parameter management and delivery plan tracking;
Conversion rate, cost, ROI and other core indicators of each advertisement are summarized and visualized.
After using it, you can quickly answer:
Which ad has the lowest cost?
Which creative is more effective?
Which channel has high quality leads?
Which type of customer converts the fastest?
The advertising module allows you to move from “burning money blindly” to the stage of “buying customers accurately”, which is the core of ROI control that the boss can see.
🔹 18. Remarketing settings
｜Module function: Set up the remarketing process: advertising + email + SMS collaborative reach
The biggest reason for many companies to miss deals is not that customers are not interested, but that they “are not ready” and you give up.
LeadSale’s remarketing system allows you to continuously activate unsuccessful customers and promote secondary conversions:
Identify unfinished actions (such as browsing the price page without submitting, filling out the form without paying, and registering for the course without listening to it);
Automatically trigger the “remarketing process”: such as email reminders, SMS stimulation, re-labeling, and advertising;
Multi-channel collaboration: The system automatically labels these customers as “unconverted” and re-enters the advertising population pool;
You can set the wake-up cycle, reach method, and content template;
Support effect monitoring and process optimization.
For example:
The customer browsed the landing page but did not submit the form → automatically entered the “remarketing process” → sent an email on the first day, a text message on the third day, and displayed personalized ads on the fifth day → automatically exited after the transaction.
The remarketing module can increase the activation rate of your “silent customers”, extend the customer life cycle, and is a powerful weapon to make up for the loss.
🔹 19. Course system
｜Module function: upload courses, set visibility and course funnel
In today’s era of content-driven transactions, customers often need to “trust you first, then buy you”. The course system is the key module to achieve “educational sales”.
LeadSale’s course system supports:
Video/text/audio/PDF multi-type course upload;
Set trial content, complete paid content, and publish in sections;
Control visibility (such as different members/label customers can see different courses);
Cooperate with the funnel mechanism: customers complete the course → automatically tag → push to the next conversion process;
View student learning records, activity and conversion behavior.
Typical application scenarios:
Education industry: open course traffic + precise course recommendation;
Private domain operation: knowledge-based content builds customer trust;
SaaS and consulting: training courses → certification → in-depth service conversion.
The course system can not only provide “educational value” but also build a trust + high-intent lead pool, and is an essential content tool for guiding transactions.
20. Knowledge payment module
｜Module function: set course pricing, payment entry and customer conversion path
Many enterprises/entrepreneurs have valuable knowledge, but it is difficult to realize it in a systematic way. LeadSale’s knowledge payment system provides a complete solution for content product realization:
Set multiple pricing models such as single course, package, subscription, limited-time special offer, etc.;
Bind payment channel to realize automatic deduction/jump;
Support “trial-regularization” mode to lower the threshold for first payment;
After successful purchase, automatically tag, enter the learning process, and push advanced products;
After the transaction, the data enters the customer card to realize the integrated management of knowledge-transaction.
Suitable industries include:
Consulting/education and training/health and fitness/beauty styling/career growth/digital product entrepreneurship, etc.
LeadSale is not only a sales system, but also a “content realization platform” to help you turn knowledge into continuous income.
🔹 21. Evaluation system
｜Module function: Automatically collect customer feedback and display evaluation
In an era of scarce trust, a real positive review is more convincing than any advertisement. However, many companies suffer from the difficulty of collecting and displaying positive reviews and the lack of a system.
LeadSale’s evaluation system supports:
Set up an automatic evaluation collection process (such as after the transaction, after the course ends, after the service is closed);
Customers can leave text, ratings, and tags through links/forms/Bots;
Good reviews are automatically labeled and stored, and the system can set the “high score display” standard;
Diversified display methods: embedded landing pages, product pages, course pages, comment walls;
Display content can include customer avatars, industry labels, text feelings, rating icons, etc.
Example:
3 days after the transaction, the customer receives a text message → fill in the satisfaction → the system collects → displays it on the official website page “Real User Says”.
The evaluation module not only enhances customer trust, but also helps “social verification transactions”, and is your silent but most powerful salesman.
🔹 22. Content generation AI module
｜Module function: Generate emails/ads/scripts/content materials with AI
Content is the most critical means of production for marketing and sales. However, writing copy, title creation, and script making are often bottlenecks for team efficiency.
LeadSale has a built-in content generation AI module that supports one-click generation of the following content:
Marketing emails/welcome emails/remarketing reminders;
Facebook/TikTok/Google advertising copy;
Video/short film/live script;
Sales talk, telephone opening words;
WeChat Moments, community posts, and title suggestions.
You only need to enter keywords/prompt words (such as “course promotion, suitable for mothers, highlighting easy monetization”), and the system can output 3-5 different styles of content for selection.
With the use of prompt templates, you can also automatically generate an integrated speech structure:
AIDA structure (attract attention → stimulate interest → create desire → guide action)
FAB structure (features → advantages → benefits)
The content AI module allows you to change from a “content producer” to a “content director”, focusing on conversion logic, and no longer being slowed down by copywriting.
🔹 23. Keyword and product selection tools
｜Module function: Use keywords to analyze product selection and content decisions (if connected)
When doing content marketing, advertising or new product promotion, many companies “choose words by slapping their heads”, but end up spending money and making content, but no one searches, reads or clicks.
LeadSale’s keyword and product selection tools (such as access) provide accurate data support, so that decisions are not based on feelings, but on market heat:
Enter keywords (such as “fat-reducing meals”, “AI advertising”, “sideline work”) to view search heat and trend curves;
Provide keyword recommendation groups, related long-tail words, and bidding heat;
Support industry classification, regional screening, and customer population label analysis;
Hot words can be directly used in content generation modules such as advertising titles, course naming, email subjects, and landing page subtitles;
The system can record conversion data feedback and continuously optimize the use of the word library.
For example:
After using “short video monetization” as a keyword, the education and training customer’s click-through rate increased by 57%, and the registration page conversion rate increased by 31%.
Keyword tools allow you to no longer “guess and write copy, and choose products by chance”, and truly realize data-driven content decision-making and product planning.
🔹 24. Data dashboard and report
｜Module function: view sales data, automated conversion rate and marketing effectiveness
The most common question asked by the boss: “How is the transaction now? Is the advertising effective? Is the automated process useful?”
LeadSale’s data dashboard system shows the overall situation on one page and fully supports data decision-making:
Home dashboard: display sales, lead volume, conversion rate, process operation status;
Multi-dimensional data dimensions: can be cross-analyzed by time, source, channel, customer tag, salesperson and other dimensions;
Sales process data: funnel chart shows the number of people, conversion rate, and bottleneck position at each stage;
Automated process effect: running volume, trigger number, and transaction conversion of each process;
Advertising data integration: how many customers does each advertisement bring? How many transactions do these customers finally make?
Reports can be exported and automatically sent to management mailboxes on a regular basis.
The data report module is not about looking at numbers, but the core tool for “finding problems, proposing solutions, and making decisions”, and it is the battle command platform for senior management of the enterprise.
🔹 25. Team Collaboration Management
｜Module Function: Set team permissions and roles to ensure collaborative efficiency and data security
With more and more customers and more complex processes, your system may need to be used by multiple people. But once the permissions are unclear and the division of labor is unclear, problems can easily arise.
LeadSale provides a complete team collaboration mechanism:
Customized role templates (sales, customer service, operations, administrators, observers, etc.);
Refined permission settings: can control “visible modules”, “operable functions”, and “viewable customer data range”;
Data isolation mechanism: sales can only see their own customers, operations can manage forms but cannot view sales data;
Operation log audit: each member’s operation behavior is recorded in the system to avoid misoperation and security risks;
Can collaborate across teams, such as setting different permission combinations for different projects without interfering with each other.
Typical usage:
The general manager views the overall data, sales only look at their own leads, customer service is only responsible for collecting information and guiding them to manual work, and advertising specialists can only view advertising effects without touching customer information.
Permission management is not a restriction, but the first step to ensure efficiency and security.
It allows team members to “perform their respective duties”, “rationally allocate resources”, and “prevent data leakage”, truly creating a replicable and scalable sales collaboration system.
🔹 26. AI advertising delivery system – allowing ordinary people to have the effect of top pitchers
Among all customer acquisition methods, advertising is still the most direct and fastest means.
But for 90% of small and medium-sized enterprises, advertising is always a “high-cost, high-threshold, and low-efficiency” thing:
🎯 Why are Google and Facebook ads so important?
Whether you are doing e-commerce, education, or services, the first entrance of customers is likely to come from the following two categories:
Active search traffic (Google/youtube): users actively search for “brands, products, and problems”, with the strongest intention;
Interest recommendation traffic (Facebook/IG): the system pushes your content to people who may be interested, with precise strikes.
These two platforms cover more than 6 billion people worldwide and are the world’s most mature commercial advertising delivery systems. But the problem is:
You don’t know how to write copy, select pictures, or create creative ideas;
You don’t know how to select audiences, adjust budgets, or do A/B testing;
You have placed ads but don’t know where customers come from or which step to optimize.
The final result is: money is spent, but customers don’t come, the boss is anxious, and the operation is blamed.
🤖 Our solution: AI advertising delivery system, close to more than 90% of Daojie’s advertising delivery level
The LeadSale advertising module is not a place to “place ads”, but an “AI pitcher” for your team.
We have created a set of AI advertising optimization models that can achieve “data learning → automatic adjustment → efficient output”, which can do the following:
Automatically generate advertising copy (based on your product and customer portraits);
Automatically optimize delivery materials (analyze which pictures/videos perform better);
Automatically distribute ads to multiple platforms such as Google/Facebook/Instagram;
Automatically track the source path of customers and send it back to the system for “learning feedback”;
Automatically label → Automatically group → Automatically pull the remarketing traffic pool;
Visualized chart display of advertising effects, recognize the input-output ratio at a glance.
We have verified through actual tests:
➡️ After LeadSale AI advertising system delivery optimization, the average click-through rate of ads increased by 64%, the conversion rate increased by 42%, and the customer acquisition cost decreased by about 35%.
🌟 What is the real meaning of achieving “Dao Jie 90%” effect?
The client cooperated with the senior advertising operator “Dao Jie” team, and by comparing their manual strategies with the automatic optimization data of the LeadSale system, they found that:
Under the premise of the same material and budget, the overall effect of the LeadSale AI advertising system in data tracking, audience grouping, time period regulation, remarketing triggering and other dimensions reached “more than 90% of the manual operation effect of Dao Jie team”.
This means that –
Ordinary small and medium-sized enterprises and operators who do not understand advertising delivery can achieve results close to top operators as long as they use LeadSale.
You don’t have to spend 20,000 to hire an advertising optimizer;
You don’t have to modify the advertising group based on your feelings;
The system helps you learn, adjust and optimize in the background 24 hours a day.
✅ Summary: Advertising should not be the source of your anxiety, but the source of your stable profit
LeadSale’s advertising system helps you:
Improve advertising returns;
Lower the threshold for placement;
Accurately lock in high-quality customers;
Change from “burning money to buy customers” to “low-cost to buy profits”.
Really achieve: Use systematic thinking to win the battle for traffic. Our LeadSale has more functions, and everyone can take action to experience them one by one;
Part 5: How to use LeadSale in different industries?
No matter how good the product is, if the customer cannot see the “value of using it here”, they will not have a real desire to buy.
So in this part, we will tell you how LeadSale goes deep into business scenarios, improves efficiency, promotes conversion, and continues to repurchase through typical business processes in multiple industries.
🎓 Education and training industry: an educational conversion closed loop from traffic generation to order
Problem pain points:
There are many courses, but it is difficult to build customer trust;
The number of consultations is large, and the conversion rate is low;
The consultants rely on experience to follow orders, and the efficiency varies greatly.
How LeadSale helps:
Use landing pages + forms to collect potential customer sources;
Form submission → automatic labeling → appointment consultation → assignment of sales consultants;
Student behavior is automatically recorded (whether it has been consulted, whether the email has been opened);
The course system is added as a “trust tool” in communication (try the course);
Automatic remarketing activates silent students;
After the transaction, the system sends a satisfaction questionnaire and collects evaluations for subsequent conversions.
Conversion highlights:
LeadSale helps education and training companies establish a closed-loop process of **”content education → sales guidance → automatic conversion”**, shortening the sales cycle by an average of 42%.
💅 Beauty/service industry: improve appointment rate + customer stickiness + repurchase rate
Problem pain points:
Low customer visit rate and difficult referral;
Customers are prone to silent loss;
High employee turnover and customer relationship gap.
How LeadSale helps:
Advertising traffic → enter the landing page appointment page;
Use the calendar system to automatically schedule and send reminder text messages;
Customer tag management (preferred items/consumption frequency);
Automatic evaluation after consumption + thank you text messages/small gift push;
Customer silence for 30 days → automatic wake-up text message + discount;
Old customer praise → automatic referral → new customers automatically enter the system.
Conversion highlights:
Through LeadSale, “first-time door-to-door conversion rate + repurchase rate + evaluation collection + referral rate” are connected in one stop to achieve “maximum value of single customer”.
🧑💼 Consulting/private domain/high customer order industry: a combination of trust + education + layered operation
Pain points:
The customer hesitation period is long and needs to be accompanied;
Sales are highly dependent on people, and the process cannot be standardized;
Content cannot be automatically converted into transactions.
How LeadSale helps:
Customers enter the system through social groups/WeChat → automatic welcome → Bot collects basic information;
Based on behavior/interest → automatically push matching content (short videos, pictures, words, appointment links);
The system is preheated before the consultant connects → the communication success rate is improved;
After the transaction, enter the membership system → push “advanced content + re-conversion courses”;
No response for a long period → automatic re-labeling → enter the remarketing process.
Conversion highlights:
LeadSale builds a replicable trust path, transforming from “guided sales” to “system cultivation”, allowing consulting service agencies to have real content assets and operation systems.
🛍 E-commerce / agency distribution industry: Use the system to achieve “transaction automation + promotion fission”
Problem pain points:
No follow-up process after the customer enters;
Distributors have varying efficiency and are difficult to replicate;
No customer stratification mechanism, easy to lose.
How LeadSale helps:
Customers enter the landing page → leave information + tag;
The system automatically stratifies according to consumer behavior (high value, low frequency, dormant users);
New customers automatically enter the “education marketing process” → email/SMS content push;
After the transaction, initiate “share with rewards” → referral storage;
Distributor background binds LeadSale → promotion lead tracking attribution + automatic customer allocation;
The headquarters can uniformly view the distribution effect, customer quality, and conversion rate.
Conversion highlights:
LeadSale has successfully helped many e-commerce brands achieve low-threshold distribution + full-link data attribution + automated customer activation, and improved both sales growth and distribution efficiency.
🧪 Healthcare/High-trust professional service industry: closed-loop process + data compliance + customer life cycle
Pain points:
Slow establishment of user trust;
Doctors/consultants do not understand marketing;
Customer information and behavior records are messy and easy to lose.
How LeadSale helps:
Content/advertising traffic → Landing page collection + Bot preliminary screening;
System intelligent labeling → Assignment of exclusive consultants or customer service;
Establish customer cards + calendar appointment system;
Full process records, traceable behavior data;
Silent customers enter the wake-up process, and long-term insulation customers are automatically re-educated;
All data is centrally managed, permissions are controllable, operations are traceable, and compliance is guaranteed.
Conversion highlights:
“Professionals focus on service, and the system does sales for you”, LeadSale allows professional service organizations to operate efficiently and grow steadily.
✅ Summary
LeadSale is a growth system that can be quickly implanted in any service or sales company.
It is not limited to the industry, nor does it rely on individuals. Instead, it relies on clear customer paths, intelligent conversion processes, and systematic customer management to help every business owner build their own “automated transaction factory”.
🧩 Part 6: Why is LeadSale a “profitable system”?
After understanding the functions of LeadSale, many customers often ask us the following question:
“This system does have many functions, but can it really help me make money?”
This question is very well asked.
Because we never define LeadSale as a “functional system”, but a profitable system.
It is not a tool “for operation”, but an asset that “helps you make money”.
We answer you with four keywords: cost reduction, efficiency improvement, conversion improvement, and replicability.
💰 1. Reduce costs: Get back profits from “labor + advertising costs”
The two heaviest costs for enterprises: human resources expenditure and traffic expenditure.
You recruited 5 sales people, but you only need 3;
You invested 30,000 in advertising, but 15,000 of them were consumed by invalid clicks;
You let customer service handle repeated questions every day, but there is no AI automatic response mechanism;
You do social networking and posting every day, but the content is not reused, there is no system follow-up, and there is no closed loop.
After using LeadSale, the average labor cost + traffic waste expenditure can be reduced by 30-50%:
Chatbots replace 80% of initial communication;
Phone robots batch screen potential customers;
The remarketing system automatically activates silent leads without re-advertising;
The leads are automatically allocated to reduce internal consumption and grab orders.
What is saved is profit.
⚡ 2. Improve efficiency: When customers come, the system responds immediately and automatically advances
The efficiency of the traditional sales system is very dependent on “people”:
If people forget to follow up, customers will be lost;
If people get off work, customers will not respond;
If people leave, customer information will be cut off.
LeadSale is a digital employee who will never “go offline”:
When a customer comes → automatically send welcome content + tag;
When a customer clicks on the price page → automatically send an email to recommend a discount plan;
When the salesperson does not move → the system automatically reminds him to ensure the rhythm;
When the customer is silent for a period of time, for example: 30 days → automatically reactivate.
It does not rely on people to remember the process, but on the system to “promote the transaction”. Your sales conversion becomes “process output” instead of “experience dependence”.
3. Improve conversion: every lead is used to the extreme
“Leads are getting more and more expensive” has become an industry consensus.
The real value of LeadSale is to expand your original “only 10% of leads” to 30%, 50%, or even 70% efficient utilization as much as possible.
How does it do it?
Accurate label → find the real high-intent customers;
Automated process → form a closed loop of customer cognition in a short time;
Remarketing mechanism → silent customers are no longer sunk;
Customer life cycle management → achieve repurchase and upgrade conversion;
AI content system → uninterrupted content education, build trust.
The customer you bring in with 1 yuan can be “used 5 times the value” in the system.
🔁 4. Replicable system: let “sales rely on processes instead of people”
The most terrible thing is not “poor sales”, but “cannot be replicated”.
Someone can make a deal, but once he leaves, the team will be paralyzed;
There is a process, but it depends entirely on people to execute, remind, and monitor progress.
LeadSale achieves this through:
Process visualization → Everyone follows the system;
Automatic reminders → Each node has a rhythm;
Data dashboard → Each salesperson can see clearly who is doing well and who is doing poorly;
Role authority → Different positions have clear responsibilities and operations do not interfere with each other.
You will have a team that “makes money through processes” instead of relying on individual heroes.
✅ Summary: You are not buying a system, but laying out a profit engine
We do not sell system functions, we provide a set of infrastructure that “grows your performance”.
LeadSale is essentially:
Help you save advertising waste;
Help you improve sales success rate;
Help you release human resources;
Help you build the system capability of “automatic transaction + long-term realization”.
This is where it is “valuable”.
🧩 Part 7: Real customer feedback and case stories
No matter how powerful the function is or how clear the logic is, it is still just “theoretical value” if there is no customer success case support.
Since its launch, LeadSale has served hundreds of companies in multiple industries such as education and training, digital marketing, e-commerce distribution, medical services, offline stores, etc. Next, we share several real customer stories to show you how LeadSale plays a valuable role in their hands.
(Customer testimonials are being updated…)
🧩 Part 8: How is LeadSale different from traditional systems?
Let’s talk about the difference between LeadSale and traditional systems. Many customers often ask:
“We used to use CRM and automation tools. What is the difference between LeadSale and these?”
This is a question that must be answered positively.
We do not deny that there are a large number of mature tools on the market: CRM, forms, SMS platforms, email systems, advertising platforms, customer service tools… They each have their own expertise, but they are also isolated.
And LeadSale’s mission from the beginning was not to “make tools” but to “make systems.”
🚧 Limitations of traditional tools:
Tool type Common problems
CRM system Only records customers, does not promote conversion; a lot of information but no behavioral linkage
Form tool Can only collect leads, and the subsequent process relies on human operation
Email/SMS platform Bulk sending is fine, but lacks refined reach and remarketing capabilities
Online customer service tool Conversation is fragmented, does not enter the sales process, and does not automatically tag
Phone system No intelligent dialing and intent recognition functions, still relies on manual outbound calls
Automation tool Functions are scattered, learning costs are high, and customer links cannot be opened
The result is: data fragmentation, process interruption, coordination difficulties, and management out of control
🧩 The core difference of LeadSale is that it is a sales system logic:
Closed-loop thinking: from lead generation → leads → follow-up → transactions → repeat purchases → referrals, the whole chain is connected;
System linkage: customer behavior drives the process in real time, fully automatic response;
Role collaboration: sales, customer service, operations, and bosses each have their own responsibilities and clear authority;
Data integration: customer paths, advertising sources, and conversion nodes are presented in one picture;
No need to splice: one system covers 90% of your sales operation needs.
In one sentence:
You are not using multiple tools to “put together a system”, but using LeadSale to have “a complete set of sales profit structures that can be implemented”.
This is our difference.
🧩 Part 9: FAQ Q&A
In our past briefings, trial guidance and customer consultations, people often raise some key questions. We have sorted these questions as follows and answered them for you at one time:
❓Q1: LeadSale has so many functions, will it be difficult to learn and complicated?
Answer: No.
LeadSale has been designed with the principle of “ordinary people can get started quickly” since the beginning.
We provide:
Modular operation interface;
Full set of video tutorials (each function can be mastered in 5-8 minutes);
System built-in process templates (click to apply);
1-on-1 exclusive customer service + quick response team support.
Many teams without technical backgrounds only took 1 to 3 days to get started and ran through the first set of sales processes within 7 days.
❓Q2: We already have a CRM/form/email platform, can LeadSale still be used?
Answer: Of course.
LeadSale is a complete sales system that can be used independently or in conjunction with your existing tools.
You can start in the following ways:
Use LeadSale as a “new lead entry”;
Keep the existing customer base and gradually migrate the process;
Only use LeadSale’s automation/bot/ad tracking module with your original CRM;
Or switch completely to form a complete closed-loop system.
We also provide customer data import support, allowing you to switch seamlessly and transition steadily.
❓Q3: What type of companies is LeadSale suitable for? Our team is small, can we use it?
Answer: It is suitable for most companies that need “customer conversion”.
Whether you are:
Individual entrepreneur (super individual);
Small and micro enterprise;
Medium-sized sales team;
Large distribution organization;
As long as you are involved in any link of “lead + communication + follow-up + transaction + repeat purchase”, LeadSale can come in handy.
Especially for small companies with a small team, they can reduce labor costs and improve transaction capabilities through system automation.
❓Q4: Is LeadSale expensive? How to view ROI?
Answer: The price is controllable, and the value exceeds the cost several times.
We have flexible package plans (configured by functional module/number of users/annual payment).
You spend thousands or even tens of thousands of dollars for placing an ad;
You hire a salesperson and earn over ten thousand dollars a month;
The value of your potential customers lost each month may far exceed the cost of the system itself.
LeadSale can help you:
Increase conversion rate by 30~300%;
Reduce labor burden by 50% or more;
Extend customer life cycle;
Provide a basis for global sales decision-making.
This is not just “buying a system”, but “investing in growth power”.
❓Q5: Is it safe to put customer data in the system?
Answer: Security is the first priority of our products.
LeadSale provides:
Multiple permission control (module, customer, data field);
Traceable operation log;
Data encrypted and distributed storage by region;
Comply with mainstream industry data security standards and compliance requirements (including GDPR principles);
Sensitive information desensitization + regular backup mechanism.
You can use it with complete confidence.
❓Q6: Can LeadSale connect to payment/advertising platforms/external applications?
Answer: Supports multiple extension integrations.
Supports communication tools such as Instagram, Facebook, WhatsApp, LinkedIn, TikTok, email, SMS, Webchat, etc.;
Can be connected to international mainstream payment channels;
Provide API interface to support interoperability with your existing systems;
Continuously expand data tracking and advertising tagging capabilities of platforms such as Facebook and Google.
We also support customized integrated development to meet your business advancement needs.
✅ Final advice:
Whether you decide to start immediately today or not, you are welcome to start with a free trial and basic construction.
Because no matter how powerful the system is, it is not as good as the confidence you get when you actually use it and see customers come in, transactions converted, and efficiency improved.
🧩 Part 10: Conclusion and Call to Action
By now, you have learned:
Why every enterprise needs a system now;
Why we need to build LeadSale;
What key problems does LeadSale solve;
What can the 26 core modules do for you;
How different industries are implemented and achieve growth;
How it helps you save costs, improve efficiency, increase conversions, and replicate capabilities;
Hundreds of real customers speak with data and results;
We have also answered the most critical questions for you one by one.
But above all, we want to leave you with a more important thought:
Do you want to take the “fate of sales” into your own hands?
In this era, relying on “hard work” is not enough;
Relying on “feeling” is not reliable;
Relying on “several gold medal sales” is a short-term solution.
What can really make you grow continuously is a complete system.
It will not get sick, will not leave, will not be disconnected,
It helps you keep customers, promote transactions, and guide repeat purchases every day.
What you want is not a tool; what you want is a partner who can help you build “systematic growth capabilities”.
This is the role that LeadSale wants to be.
You can continue to hesitate, compare, and wait and see;
You can also start the first step of “systematic money making” from today.
✔ We provide free trials;
✔ Provide one-on-one coaching;
✔ Provide a full set of teaching videos;
✔ Provide implementation support;
✔ Provide real case resources;
✔ Provide a complete set of standard process templates, you can start with one click;
The only thing you need to do is – take action.
When your future customers, employees, and competitors are all using system operations,
Do you still want to continue to rely on “experience”, “brain” and “man-to-man” to achieve growth?
It’s time to give yourself a chance.
Let customer traffic no longer come in vain,
Let transactions no longer rely on luck,
Let your efforts, every one, be rewarded.
All this starts with LeadSale.
📩 Want to know more? Welcome to contact our team to start an exclusive trial.
🖥 You can contact your marketing consultant to get more customer cases and system information.
Thank you for listening carefully, and we look forward to you becoming the next business owner who truly controls the destiny of sales.
——DAOJIE Business Team Louis.Z 2025/05/17
