Capture the context
Keep the source and customer needs together so the next colleague can continue the conversation without starting again.
The CX Suite by CVMBack to Retail ChainsLeadMe
Retail Chains · LeadMe
Turn product questions into a clear store or delivery next step
An enquiry about a product is qualified against approved information and passed to the right store.
$179 / month per location
Explore the industry use cases ↓LeadMeProduct preview
✓ Understand the enquiry✓ Arrange the next visit✓ Follow up the outcome
How LeadMe works in Retail Chains
Illustrative operating examples, not client results or a promised return.
A use case in practice
A shopper asks at night whether an appliance is available, what it costs and when it could be delivered. Capture the item, preferred store and delivery area. Use approved product information and route stock or delivery confirmation to the responsible team. The store receives the customer's context before the visit, while management can connect the enquiry source to the recorded sales outcome.
Other uses within the industry
Furniture, electronics and specialist retailers can qualify requests for demonstrations, measurements or installation. Keep reservations distinct from confirmed stock allocations. Any automated price, stock or delivery promise depends on an approved, connected source of current information.
Workflow and responsibilities
Agree the next step
Assign a responsible colleague, agree the follow-up and confirm availability before committing to an appointment. Connected calendars and messaging are configured for the agreed rollout.
Record the outcome
Record attendance and the eventual decision. Separate enquiries, requests and confirmed outcomes so management can see where opportunities stop progressing.
What the team records and management sees
Information to capture
Product requested; store; delivery area; visit preference; enquiry source; assigned colleague
Responsible team
Store sales team or central customer service
Measures to review
Response time, qualified requests, store appointments, follow-up completion and recorded conversion by branch
Start with your own baseline and compare like-for-like periods after rollout. Use confirmed activity and outcomes to assess performance; illustrative examples are not guaranteed results.
An example conversation for this industry
Illustrative conversation with fictional details; wording and connections are agreed before rollout.
The shared product workspace below uses fictional automotive demo data; the industry-specific examples are explained above.
Inside LeadMe · 8 workspace tabs
Explore every tab.
See what you can do.
Select a tab for a closer look at its purpose, the work it supports and the actual interface. Click any screenshot to enlarge it.
Actual product screens · Illustrative Demo data. Available views depend on the user’s role.
Set up the workflow for your operation
Start with one agreed journey, its responsible team, data sources, permissions and follow-up targets. Calendar, CRM and operational-system connections, and WhatsApp or voice channels, are scoped before live use. The public demo is for exploration with fictional data.
Group Pro: $300/month platform fee plus $149/location for 10–24 locations.
Better together.
LeadMe
SurveyMe
CaseMeThe Pro suite is $299/month per location, compared with $377 for the three individual products — about 21% less.
LeadMe: $179 per location/month as a single product with applicable Pro features.