Lead lifecycle stages
Every lead moves through five stages from first contact to close. DeltaLead tracks and displays the current stage in the unified inbox and syncs it to your connected CRM or DMS.Lead profile fields
Each lead profile consolidates data collected across all channels and conversations. The table below lists the core fields available in the dashboard and via the API.Active leads — the billing unit
Growth and Advanced are priced by bands of active leads per month: the count of distinct leads you worked with during a calendar month. The Starter plan includes unlimited leads, and above 10,000 active leads per month the Enterprise plan applies. A lead counts as active for the month if any activity occurred — a single inbound message, an outbound follow-up, a phone call, or a team member action. The volume of interactions within that month does not change the count: a lead you exchanged 30 messages with counts the same as a lead you sent one follow-up to. If a lead was active in August, went quiet in September, and received a follow-up in October, it counts as active in August and in October — not in September. You never pay for your historical base of inactive leads.If you exceed your contracted active-lead band, operations continue without interruption. Additional leads are billed as overage per block of 100 leads. Current bands and rates are on the pricing page; the model is explained in Plans.
Lead deduplication
When the same person contacts your dealership through multiple channels, DeltaLead automatically identifies and merges them into a single profile with one unified history. For example: a prospect sends a WhatsApp message on Monday, calls on Wednesday, and fills in a web form on Friday. DeltaLead recognizes these as the same person — using phone number, email, and conversation context — and consolidates all three touchpoints under one lead record. Your team sees a single, continuous conversation rather than three separate contacts. It also counts as one active lead, not three.Deduplication relies on matching identifiers (phone number, email). If a lead uses a different phone number and email on each channel with no overlapping data, DeltaLead creates separate profiles until a match can be confirmed. You can merge profiles manually from the dashboard.
Data ownership
Your dealership owns all lead data generated in DeltaLead. Leads, conversation transcripts, call recordings, AI summaries, and reporting metrics belong to you. DeltaLead processes this data solely to deliver the service. You can export your data at any time from the dashboard or via the REST API — no approval or support ticket required. If you end your contract, you receive a full export and migration support before any data is removed.Export formats include CSV and JSON for lead records and conversation data, available on request from support, or programmatically via
GET /leads and GET /conversations on the DeltaLead API (https://platform-api.deltalead.ai/v1). Call recordings are exported as MP3 files.