PMI Business Systems.

Glossary

What is lead capture?

Lead capture is collecting enquiries the business has already earned into one place, with the person’s contact details, what they need and where they came from. It covers calls, web forms, texts, social messages and email, so an enquiry does not depend on someone remembering which inbox or phone holds it.

Last updated October 8, 2026. Written by PMI Business Systems.

Capture and generation do different jobs

Lead generation brings new enquiries to the business. Lead capture makes sure those enquiries become usable records.

For example, someone finds a cleaning business and submits its website form. Getting that person to enquire is generation. Saving their details and request somewhere the business can find and act on them is capture.

Buying more attention does not repair a form that sends requests to an abandoned inbox. First check what happens to the enquiries already arriving.

Walk every route into the business

Start with the places a person can contact you. Include the less obvious ones, such as an email address printed on an old document or a social account that still accepts messages.

RouteCommon leak to inspect
Website formSubmissions go to an inbox nobody checks
PhoneThe voicemail box is full
Social messagesRequests remain unanswered in the account
TextsThe enquiry lives only on one person’s phone
EmailThe request stays in an individual inbox without a shared record

Trace a test enquiry from each route to its destination. Seeing a form’s success message is not the same as finding the request in the business’s records.

Keep enough information to use the enquiry

A useful record holds the person’s name, a way to reach them, what they asked for and the channel they used. Keep the arrival time and the original message where available.

Record where the enquiry came from when that information is known. Do not guess a source just to fill a blank field.

Give the record a clear owner. Bringing messages together helps only if someone can see which enquiries need attention and who is responsible for them.

What to do about it

  1. Send a test enquiry through each route (form, phone, texts, social messages, email) and find where it lands.
  2. Check that each record holds a name, a way to reach the person, the request, the channel and the arrival time.
  3. Give each enquiry a named owner.

Questions

Is an email notification enough?

It can alert someone, but check whether the request also has a record the business can find later. An alert buried in one person’s inbox leaves the same visibility problem.

Does capture include replying?

Capture records the enquiry; speed to lead concerns the wait for a useful response. Treat them as connected steps and verify each separately.

Should social messages be included?

Yes. If the business accepts enquiries there, those messages belong in the same review as calls and forms.

How PMI handles this

PMI sets up and runs lead capture that brings calls, forms, texts and messages into one place. Lead Generation & Capture is quoted after the audit.

Tell us what you need.

A few questions, one at a time, and we reply within one business day. Not sure where to start? Start with the $97 Systems Audit, credited to your first invoice if you go ahead.

Get started