Features

Centralized Lead Management

Reachout Bridge brings all your leads from Facebook, Instagram, WhatsApp, LinkedIn, Google Forms, and your website into one unified dashboard. No more juggling between platforms — track, manage, and respond to every inquiry in real-time. Assign leads, set statuses, and monitor progress all in one place.

Key Benefits:

Team Management

Organize, Assign, and Empower Your Team

Managing a growing sales or support team can get chaotic — but not with Reachout Bridge. Assign leads to specific team members, define roles, set access permissions, and track performance from a central dashboard. Whether it’s 2 people or 200, your team works smarter and faster with total transparency.

Key Benefits:

Customer Engagement

Engage Every Lead Like Never Before

Reachout Bridge helps you build stronger relationships by making customer communication timely, personalized, and automated. Whether it’s a new inquiry or a warm lead, send instant replies, personalized messages, or follow-up reminders — all without switching platforms.

With smart automation and multi-channel support, your customers feel heard, valued, and more likely to convert.

Key Benefits:

Built-in Dialer

Call Leads Instantly – Right From the Dashboard

Speed matters when closing a lead — and with Reachout Bridge’s integrated dialer, your team can make and receive calls directly from the dashboard. No third-party apps, no switching screens. Just click, call, and convert.

Every call is automatically logged with lead details, saving your team time and ensuring nothing falls through the cracks.

Key Benefits:

WhatsApp Chatbot

Automate Conversations with a Smart WhatsApp Chatbot

Engage your leads 24/7 using a powerful, customizable WhatsApp chatbot. Automatically respond to inquiries, qualify prospects, collect information, and even guide users through your services — all while you’re offline.

Each team member can access and interact with the chatbot based on their assigned permissions. Whether it’s sales, support, or marketing, your team stays in control — without compromising data or security.

Key Benefits:

Form Builder

Custom Forms That Capture & Convert

Create powerful, no-code lead capture forms that connect directly to your dashboard. Whether you’re collecting inquiries from your website, running ads, or promoting on social media, Reachout Bridge’s Form Builder helps you design and deploy forms in minutes.

Drag-and-drop fields, conditional logic, and auto-sync with lead management — everything works seamlessly to capture, organize, and act on leads instantly.

Key Benefits:

Surveys

Collect Insights That Drive Better Decisions

Understanding your audience is key to growing your business — and Reachout Bridge’s survey feature helps you do just that. Easily create and share surveys with leads or customers to gather feedback, preferences, satisfaction levels, or product interest.

All responses are automatically stored in your dashboard and linked to individual lead profiles for smarter follow-up.

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QR Code Generator

Turn Offline Moments into Online Leads

With Reachout Bridge, you can generate dynamic QR codes that link directly to your lead forms, surveys, WhatsApp chat, or landing pages. Whether you’re printing flyers, setting up event booths, or packaging products — your audience can scan and connect instantly.

Each QR code is trackable, customizable, and linked to your CRM — so no opportunity is ever lost.

Key Benefits:

Tasks

Assign, Track, and Complete — All in One Place

Stay organized and boost team productivity with Reachout Bridge’s built-in Task Manager. Easily create tasks, assign them to team members, set deadlines, and track progress — all linked directly to specific leads or clients.

Whether it’s a follow-up call, demo, or internal reminder, everything stays visible and on schedule within your dashboard.

Key Benefits:

Create and assign tasks with deadlines
Attach tasks to specific leads or contacts
Track task status: pending, in progress, or completed
Team members get real-time task alerts
Improve accountability and timely follow-ups

Notes

Never Forget a Detail — Add Notes to Every Lead

Every conversation, every context, every promise — neatly documented. With Reachout Bridge, your team can add internal notes to each lead, task, or customer. These notes are only visible to your team, helping everyone stay aligned without cluttering the customer conversation.

It’s the simplest way to pass context, jot down meeting details, or track follow-up thoughts — right where they’re needed.

Key Benefits:

Payments

Track Customer Payments Seamlessly

Reachout Bridge makes it easy to manage and monitor your customer payments without needing any external tools. From partial to full payments, everything is recorded, organized, and accessible in one place — tied directly to each lead or client.

You’ll always know who paid, how much, when, and what’s pending — helping your team follow up with clarity and close faster.

Key Benefits:

Record full or partial payments for each lead
View payment history and status instantly
Link payments to specific services or campaigns
Improve collection tracking and reduce follow-up gaps
Export payment data for accounting or reporting

Reporting

Smart Reports. Clear Insights. Better Decisions.

With Reachout Bridge’s powerful reporting engine, you get real-time insights into your leads, team performance, conversions, payments, tasks, and more. No more guessing — make data-driven decisions with confidence.

Visual charts, downloadable reports, and filterable analytics make it easy to track what’s working, what’s not, and where to improve.