Trace
Lead Management CRM with Meta CAPI

Stop losing leads.
Start closing deals.

A complete CRM for businesses running Meta Ads, capture leads automatically, manage your pipeline, and send qualification signals back to Meta so it finds more leads like your best ones.

Server-side CAPILive in 15 minNo lock-inInstant access
01 / 06

Lead Pipeline

Visual status pipeline from first contact to closed deal. Never lose track of a lead again.

  • New → Contacted → Qualified → Converted stages
  • Assign leads to specific reps
  • Notes, tasks, and follow-ups on every lead
Active Leads
0
PS

Priya Sharma

Meta Ads

QUALIFIED
RK

Ravi Kapoor

Meta Ads

CONTACTED
AM

Arjun Mehta

WhatsApp

NEW
SK

Sunita K.

Meta Ads

CONVERTED
Unique to Trace CRM

Close the loop with Meta CAPI

Meta knows when someone submits your lead form, but after that, silence. It never finds out which leads actually qualified, followed through, or became paying clients. So Meta keeps optimising for form-fillers, not for the leads that convert. Trace CRM closes that loop.

Meta goes blind after the first form submit

Without CRM feedback, Meta optimises for form submissions, not for the leads that actually convert

  • Map your pipeline stages to Meta CAPI events, no code needed
  • Meta sees your complete lead pipeline, new enquiry, qualified, and converted
  • Send quality signals so Meta learns which leads actually close
  • Result: fewer junk enquiries, more leads that actually convert

How the feedback loop works

Meta Ad Clicked

User submits Instant Form

Lead Captured

Meta → CRM in seconds

Lead Qualified

Rep updates status in CRM

CAPI Signal Fires

Qualified lead → Meta notified

Meta Optimises

Better leads · fewer junk

Loop closes, Meta finds better leads next time

Why it matters

Still managing leads in a spreadsheet?

Most businesses lose 40–60% of leads simply because there's no proper system to track, follow up, and convert them.

Without Trace CRM
  • Leads buried in WhatsApp chats and Excel sheets
  • Follow-ups missed, no reminder system
  • No idea which ads are generating quality leads
  • Meta never learns which leads actually converted
  • Sales team working in silos, no shared view
  • Manual weekly reports that are always out of date
With Trace CRM
  • Every lead auto-captured in one clean pipeline
  • Task reminders and notes on every lead
  • Source attribution, Meta Ads, Website, Referral
  • CAPI feedback loop, Meta sees your full lead pipeline
  • Assign leads to reps with role-based access
  • Real-time dashboard, always up to date, zero effort

Features

Everything your sales team needs

Purpose-built for businesses that run Meta Ads, not a bloated enterprise CRM.

01 / 06

Lead Pipeline

Visual status pipeline from first contact to closed deal. Never lose track of a lead again.

  • New → Contacted → Qualified → Converted stages
  • Assign leads to specific reps
  • Notes, tasks, and follow-ups on every lead
Active Leads
0
PS

Priya Sharma

Meta Ads

QUALIFIED
RK

Ravi Kapoor

Meta Ads

CONTACTED
AM

Arjun Mehta

WhatsApp

NEW
SK

Sunita K.

Meta Ads

CONVERTED

Who it's for

Works for any business that runs Meta Ads

Not industry-specific. If you capture leads from Meta and need to convert them, this is built for you.

Education & Coaching

Turn course enquiries from Meta Ads into enrolled students. Track admissions pipeline end-to-end.

Real Estate

Manage property enquiries, assign to brokers, and track site visits, from ad click to deal closed.

Finance & Insurance

Handle lead flows from multiple ad sets. Log follow-ups and track policy conversions per agent.

Healthcare & Wellness

Track patient enquiries, appointment bookings, and treatment conversions from your ad campaigns.

Marketing Agencies

Manage leads for multiple clients in isolated workspaces. White-label ready for agency use.

Any Meta Advertiser

If you run Meta Ads and manage leads, Trace CRM works. Industry is irrelevant, the pipeline is universal.

How it works

Up and running in 15 minutes

No developers needed. No complex integrations. Just four steps.

01

Capture

Connect your Meta Instant Form directly to Trace CRM. Leads flow in automatically within seconds of a form submission, no manual entry.

02

Manage

Assign leads to reps, update status, log calls and notes, set tasks and reminders. Your entire team works from one shared pipeline.

03

Convert

Update a lead's stage. Trace CRM sends your configured CAPI event to Meta, your full funnel, positive and negative signals, server-side.

04

Optimise

Meta uses your lead signals to find more high-intent prospects. Fewer junk enquiries, more leads that actually convert, the loop closes automatically.

Pricing

Simple, transparent pricing

Monthly plans. Cancel anytime. Pick the plan that fits your team.

MOST POPULAR
Up to 3 usersUnlimited leads

Professional

₹1,499

/month · GST inclusive

  • Lead pipeline, all status stages
  • Direct Meta lead capture
  • Configurable Meta CAPI events
  • Task assignment & call logs
  • Admin + Sales Rep roles
Custom limitsDedicated support

Enterprise

Custom

Tailored to your team

  • Everything in Professional
  • Custom integrations
  • White-label setup
  • Multi-workspace support
  • Custom onboarding session
  • Priority & dedicated support

Cancel anytime · No lock-in · 7-day free trial included

Free · 20 min · No pressure

See it live with your own ads

Book a free 20-minute walkthrough. We'll show you the full lead-to-CAPI flow using your own Meta setup, and answer every question, before you spend a rupee.

  • Live walkthrough of the full CRM pipeline
  • Meta CAPI setup tailored to your pixel and events
  • Direct Meta Instant Forms integration demo
  • Q&A, no time limit, no pressure to subscribe

Book your free demo

We'll reach out within 24 hours to schedule.

1
We call you
2
20-min walkthrough
3
Your CRM goes live

FAQ

Frequently asked questions

Everything you need to know before you subscribe.

Still have questions?