Platform feature
Every enquiry captured, every source attributed, every follow-up tracked — from the moment a prospect first makes contact.
Why it matters
Enquiries arrive from microsites, portals, referrals, social, and direct contact — all in different channels. Without a centralised system, leads are missed, sources go unrecorded, and the pipeline is invisible. Teams cannot measure which channels generate the most valuable clients, so marketing spend is guesswork.
Capabilities
Every enquiry form submission on your microsite feeds directly into MOZAIC. Name, email, source, and timestamp recorded at the moment of contact.
Each lead is tagged with its origin — portal, referral partner, social, direct, or campaign. Attribution is locked at entry and cannot be overwritten.
Full contact profiles with interaction history, notes, tags, and pipeline stage. Every call, email, and meeting logged against the record.
Leads are assigned to the relevant team member automatically or manually. Responsibility is clear. Nothing falls between the cracks.
Task prompts surface at each pipeline stage. Overdue follow-ups are flagged on the dashboard. No prospect is forgotten.
Filter and segment your contact base by source, stage, vertical, team member, or custom tag. Export for campaigns or reporting.
Existing contacts are matched on email before a new record is created. Merge duplicates cleanly without losing interaction history.
Leads introduced by a solicitor, estate agent, or partner are linked to the introducing party. Referral performance is measurable at any time.
GDPR-aware by design
EU data residency
Full audit trail
How it works
A prospect submits a contact form. MOZAIC creates a lead record instantly — source, property interest, and contact details captured automatically.
The record appears on your team dashboard. The assigned team member receives a notification. Stage is set to New.
Every call, meeting, and message is logged against the contact. Notes, documents, and tasks accumulate on the same record.
Stage is updated as the relationship progresses. Attribution is preserved throughout. Reporting shows conversion by source, agent, and vertical.
Who benefits
This feature is available across all supported verticals on MOZAIC Core.
We review every application manually. If your firm is the right fit, we will set up your organisation personally and walk you through this feature within 48 hours.
