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MorenaTech flagship product

Lead Automation for B2B sales

A flagship MorenaTech product that helps organize customer acquisition: from the lead list, through message preparation, to campaign activity reporting.

A system that supports B2B sales

Leads and segmentation

Leads go into one flow where they can be organized by industry, city, customer type, or your own criteria.

Email drafts and approval

The system helps prepare message drafts, but a person approves the send and decides which contacts should actually receive the email.

Open-rate signals and reporting

The report shows campaign activity, estimated open-rate signals, and the leads worth reviewing for follow-up.

Problem

B2B sales often get stuck in chaos

Leads sit in spreadsheets, inboxes, and notes. Messages are written by hand, follow-ups get lost, and after sending it is hard to see which contacts deserve the next step. Lead Automation brings that process into one panel.

Solution

What does Lead Automation do?

This B2B sales support system structures the process from the first company list to the campaign report. A person approves the send and chooses the next actions.

  • collects and organizes leads
  • lets you filter contacts by status, region, and campaign
  • supports message drafting
  • supports human approval before sending
  • stores contact history
  • shows estimated open-rate signals
  • helps choose leads for follow-up
  • provides a campaign report after sending

Control

A person still makes the decisions

The system helps prepare data, messages, and reports, but a person approves the send and decides on the next steps. It is a tool for organizing sales, not replacing commercial judgment.

Product

See the product in practice

Example screens show work with the campaign, leads, message template, and open report. The data in the screenshots is test data.

Lead panel

Contact list, statuses, regions, activity, and selected lead details in one view.

Campaign configuration

Campaign settings, regions, limits, and cost control before launch.

Message template

The email content can be edited before sending, and variables help personalize the message for each lead.

Activity report

After sending, the system shows estimated opens, pixel downloads, no-signal contacts, and leads for follow-up.

Case study

Case study: from company list to campaign report

Lead Automation shows how to organize a simple but time-consuming sales process: preparing a lead list, sending a campaign, and deciding on follow-ups.

01

Import or add a lead list

02

Segment by region, industry, or status

03

Prepare the message template

04

Manual approval before sending

05

Send the campaign

06

Track estimated opens

07

Review the report and choose follow-up leads

Email opens are only an indicative signal. A mail client, proxy, or security scanner may fetch the image without a real read, or block the fetch despite the message being opened. That is why the system treats them as estimated opens.

Reporting

What does the report show?

The campaign report helps you quickly see where activity appeared and which contacts are worth reviewing before the next step.

  • how many messages were sent
  • which contacts showed an estimated open signal
  • when the first and last signal appeared
  • which leads need follow-up
  • which contacts can wait until later

The report shows indicative signals, not certainty that a specific person read the message. That is why the next steps should be chosen after checking the lead context.

Who it is for

Who is Lead Automation for?

Lead Automation fits companies that already have a real customer acquisition process, but lack order between the lead list, messages, and follow-ups.

  • for small B2B companies that keep leads in spreadsheets
  • for local businesses acquiring customers by email
  • for service companies that want to organize the first contact
  • for teams that do not need a large CRM, only a tool built for one concrete process
  • for companies that want visibility into what happens after the campaign is sent