Multi-Channel Lead Consolidation

Firmao brings together leads arriving through mailing, cold calling, live chat, Google Ads, Facebook, and callback requests into one CRM record set. A Beam agent starts a new lead entry when a message or form submission arrives from any of these channels, reads the contact details and source channel, and creates or updates the lead record in Firmao under the account's approved deduplication rule. The agent tags the record with its originating channel. Leads that appear to duplicate an existing record with conflicting details, or arrive from an unrecognized channel, get routed to a human to merge or classify.

Sales Opportunity Stage Updates

Firmao organizes leads into sales opportunities that move through stages toward a close. A Beam agent acts when an approved event occurs, such as a quote being accepted in an inbox or a call outcome noted elsewhere, reads the opportunity record in Firmao, and advances the stage under the account's approved sales rule. The agent notifies the assigned salesperson once the update is made. Opportunities that stall past an agreed number of days, or that need a discount or value change, get routed to a human before the agent takes further action.

Live Chat Inquiry Handling

Firmao's live chat channel feeds inquiries directly into the CRM alongside other lead sources. A Beam agent begins a check when a new chat inquiry arrives, reads the visitor's message and any contact details provided, and creates a lead record in Firmao under the account's approved intake rule, tagging it as a chat source. The agent notifies the assigned team member so a reply can follow. Inquiries with no contact details, unclear intent, or a request needing a specific answer get routed to a human to respond to directly rather than left in the queue.