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Agent library / Prospects and proposals / Inbound lead intake

Inbound lead intake

PitCrew logs each new inquiry in your CRM with its source, checks it against your client minimums and fit rules, and drafts a reply offering a first call. An advisor approves the reply.

When it runsWhen an inquiry arrives
Who approvesAn advisor
Works withCRM, Outlook, website form
Get in touchDescribe your version of this task

How it works

5 steps. Nothing is written or sent until step 4.

  1. Reads the inquiryFrom the website form, email or a note from the front desk
  2. Logs itA new prospect in the CRM, with the source
  3. Checks fitAgainst your minimums and the kind of clients you serve
  4. A person approvesAdvisor reviewsApproves or edits the reply
  5. Follows upReminds the team if the prospect does not respond

What it reads and what it produces

Reads

  • Inquiries from your website, inbox or front desk
  • Your minimums and fit rules
  • Your CRM

Produces

  • A new prospect record with source and notes
  • A draft reply offering a first call
  • A flag when the inquiry is below your minimum

Rules it follows

  • Never turns anyone away on its ownBelow-minimum inquiries are flagged for an advisor to decide.
  • Drafts, never sendsReplies go to the advisor's drafts.
  • Pauses on duplicatesIf the person may already be in the CRM, it asks first.

Questions firms ask

Last updated: October 2026

What if the inquiry is below our minimum?

It flags it for an advisor. Many firms waive minimums for family of clients or referrals, so a person decides.

Will it change our CRM records without asking?

No. Every update is shown to a person first. Nothing is written until it is approved.

How long does it take to set up?

5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.

More in Prospects and proposals

See all of Prospects and proposals →

Background and sanctions screeningRuns identity and sanctions checks on a prospect before you invest time, and logs every result.Risk profile scoringScores a completed risk questionnaire with your firm's method and flags answers that don't fit together.Prospect proposal from statementsReads a prospect's statements and builds the current versus proposed comparison for the advisor.Prospect pipeline reportCounts inquiries, meetings, proposals, closes and sources each week from your CRM.Lost prospect follow-upReminds advisors to check back with prospects who did not sign, and drafts the note.
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