Sell Leads & Calls
Turn your marketing into leads, booked appointments and calls that your team or buyers can handle.
In the CRM: Sell Leads & Calls
Connect the enquiry to the sale
A local advertisement, website form or conversation can become a useful business opportunity. Mango9 brings the customer record, your team, buyers, delivery rules and reporting together so you can manage that journey from one place.
Telnyx is your carrier. Your business connects its own Telnyx account for phone numbers, calls and texts. Mango9 uses that connection for your calling and messaging tools, while Sell Leads & Calls manages the commercial side: which buyer receives an opportunity, its price and the recorded outcome.
Choose what your business sells
| Opportunity | A practical marketing example | Where to manage it |
|---|---|---|
| Lead | A homeowner asks for a roof estimate. Capture their contact details and qualification answers, then deliver the enquiry to a roofing buyer. | Campaign Management, Lead Routing and Lead Report |
| Appointment | An AI or staff agent helps an interested customer choose a time for a consultation. Share the campaign appointment with the receiving business. | Campaign Management and Appointments Report |
| Call | An advertisement invites people to call your business number. Route the number to the intended destination and use a call campaign to price and track eligible calls. | Call Campaigns, Call Dashboard and Call Log |
Build the working path
- Activate your Mango9 plan and connect Telnyx. Buy your business numbers in My Numbers, then create the extensions you need.
- Add staff agents and lead buyers. Assign extensions to the users and buyers who will answer calls, then set each number’s destination.
- Configure AI agents for the numbers and tasks you want them to handle. Give them your business information, qualification questions, appointment instructions and the relevant calendar connection.
- Create a lead, appointment or call campaign. Select the buyers, set prices and agree on delivery rules, capacity and payment arrangements.
- Prepare SMS templates for common replies and follow-up. Use SMS conversations to answer questions, confirm the next step and keep interested prospects engaged.
- Follow the Distribution Log and the appropriate sales report. Compare enquiries, deliveries, buyer sales and costs to decide where to focus your next promotion.
Put the tools to work in your marketing
Home services: advertise a local number, let an AI agent ask about the job and arrange a consultation, and send the qualified opportunity to the appropriate service buyer. A reusable text template can confirm the appointment details.
An appointment-based business: use website chat and SMS to answer common questions, then guide the prospect toward an available booking. Staff can continue the conversation from the shared inbox or a Mango9 app.
A lead-generation agency: organize buyers by campaign, set daily lead and budget caps, and compare delivery results with revenue and acquisition costs. Your team can focus on the offers and audiences producing useful enquiries.
Supervisor can help you find the right settings and guide configuration through chat. Open its guide for examples of asking Mango9 to help organize your numbers, agents and campaign workflow.