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Lead traceability in DeltaLead means you can follow every contact from the first message they send to the moment a deal closes — and measure every step in between. Instead of guessing which campaigns are working, which sellers are converting, or where leads are dropping off, you get a live funnel with breakdowns by source, model, and team member. Every conversation, call recording, AI summary, and CRM event is attached to a single lead timeline so nothing gets lost between channels.

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Full funnel metrics

DeltaLead tracks the complete commercial funnel, not just inbound activity. Your dashboard shows the progression of leads across every stage, updated in real time.

Leads captured

Total new contacts entering the system from all connected channels in the selected period.

Conversations

Leads that progressed beyond initial capture to an active AI or seller conversation.

Qualified

Contacts scored and summarized by the AI as having identifiable purchase intent, budget, and timeline.

Appointments scheduled

Test drives or showroom visits confirmed — either by the AI directly or by a seller after takeover.

Showroom visits

Leads that physically showed up, tracked against the appointments that were booked.

Sales

Closed deals, synced back from your CRM or DMS and attributed to the original lead source.
Break down every metric by:
  • Source — Meta Ads, Google Ads, organic web, MercadoLibre, portals, WhatsApp, email, and more
  • Vehicle model — see which models drive the most qualified leads and the most sales
  • Seller — compare individual team member performance across the full funnel

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Lead timeline view

Every lead has a single chronological timeline that consolidates every touchpoint across all channels. You never have to switch between apps or ask a seller what happened in a conversation. The timeline includes:
  • Chat messages — full transcript from WhatsApp, MercadoLibre, web forms, and email, in chronological order
  • Call recordings — every inbound and outbound call attached to the lead profile, with playback
  • Call transcripts — automatic transcription of every call so you can read or search the content without listening
  • AI summaries — the structured summary the AI generated after each qualifying conversation, showing intent score, vehicle interest, financing preferences, trade-in, and timeline
  • CRM/DMS events — stage changes, reservations, invoice creation, and delivery milestones synced back into the timeline
  • Seller actions — manual takeovers, notes, and next-action logs added by your team

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Inbound analytics

Understand which advertising channels are actually generating qualified leads — not just clicks.
Track leads generated from Facebook and Instagram campaigns. See the number of leads captured, conversation rate, qualification rate, and appointments booked per campaign and per ad set. Conversion rates are displayed next to lead counts so you can evaluate cost-per-qualified-lead without leaving DeltaLead.

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Outbound campaigns

Launch targeted outbound campaigns to specific lead segments directly from DeltaLead — without exporting to a separate tool. Select a segment from your existing lead base, choose an objective (test drive booking, showroom visit, or vehicle reservation), pick the vehicle you want to promote, select WhatsApp as your channel, and send. DeltaLead tracks every campaign result end-to-end: message sent, opened, replied, appointment booked, and conversion to sale.
Outbound campaigns are available on the Advanced and Enterprise plans. See Campaigns for a full walkthrough of the campaign creation flow, audience segmentation, and analytics.

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CRM and DMS sync

Every piece of activity recorded in DeltaLead — conversations, AI summaries, qualification scores, appointments, call recordings, and stage changes — is automatically pushed to your connected CRM or DMS. No manual data entry, no copy-pasting, no duplicate records. Supported integrations:
  • Salesforce
  • HubSpot
  • Microsoft Dynamics 365
  • Pipedrive
  • Odoo
  • Bitrix
  • PilotSolution
  • Tecnom
  • Google Sheets
Data flows in both directions where the integration supports it: leads created in your CRM can be pulled into DeltaLead for AI qualification and follow-up, and leads qualified in DeltaLead are pushed back as enriched contact records with full conversation history attached.
You can export a full report of your leads, conversations, transcripts, and funnel metrics at any time — directly from the dashboard in standard formats, or programmatically via the DeltaLead REST API at https://platform-api.deltalead.ai/v1. Reports include all historical data, not just the current period, and require no special permissions request. Your data is always yours to export.