Turn Website Conversations into Revenue Automatically
Needle engages visitors, qualifies them in real time, and adds them to your CRM with full context so your sales team closes more deals, faster.
How It Works
Turn every visitor conversation into CRM contacts and booked meetings in seconds.
Chat & Capture
Your widget greets visitors, naturally collecting name, email, and key qualification details.
Auto-Create CRM Contact
Needle instantly creates or updates a contact in your CRM with full conversation history and lead source tracking.
Book a Meeting
When high intent is detected, Needle offers a Calendly link, securing meetings before the visitor leaves.
Create custom prompts and decide how you track your leads
Configure your AI assistant to ask the right questions for your business. Download our proven templates and start capturing qualified leads immediately.
Smart Conversation Templates
Pre-built conversation flows for different industries. Customize questions, lead qualification criteria, and follow-up sequences to match your lead generation process.
Built for inbound sales
Everything you need to convert website visitors into qualified pipeline
- Capture every lead
Email, name, and qualifying questions are collected in-chat—no forms or drop-off.
- Create CRM contacts automatically
Instantly create or update contacts in your CRM (HubSpot, Salesforce, Attio, Close, Pipedrive, Zoho, Freshsales, Monday) with deduping and property mapping.
- Book meetings on the spot
Offer a Calendly link directly in the chat once intent is detected.
Works with your favorite CRM & scheduling tools
Connect to HubSpot, Salesforce, Attio, Close, Pipedrive, Zoho, Freshsales, Monday, and Calendly
The Problem We Solve
Most visitors leave your site without a trace. Forms create friction, and live agents can not scale.
With Needle, every conversation becomes a revenue opportunity: captured, qualified, and routed to your sales team in seconds.
Why Sales Teams Love It
Conversational engagement captures far more leads than static forms.
Leads arrive pre-qualified with relevant context for faster sales cycles.
All details flow directly into your CRM automatically.
Add the widget, connect your CRM, and go live. No coding required.
Simple widget integration
Copy-paste our widget script, connect your CRM, and start capturing qualified leads from website conversations immediately.
CRM Field Mapping
Configure which chat data goes where in your CRM
Complete contact record with conversation context, lead source tracking, and automatic deduplication.
Common Use Cases
Perfect for high-velocity sales teams
Whether you're B2B SaaS, services, or e-commerce, automate your lead capture process and never miss another qualified prospect.
B2B SaaS & Technology
Capture demo requests, trial signups, and enterprise inquiries automatically. Qualify leads by company size, use case, and budget before routing to sales reps. Popular with: Software companies, MarTech, FinTech, cybersecurity platforms.
- Demo request qualification
- Enterprise lead scoring
- Feature request collection
Professional Services
Convert consultation requests into booked discovery calls. Pre-qualify project scope, budget, and timeline before sales conversations. Perfect for: Agencies, consultancies, law firms, accounting practices.
- Project scope qualification
- Budget pre-qualification
- Instant consultation booking
E-commerce & Retail
Capture high-intent shoppers, abandoned cart recoveries, and VIP customer inquiries. Segment by purchase history and shopping behavior for personalized follow-up.
- Cart abandonment recovery
- VIP customer support
- Product recommendation capture
Real Estate & Financial Services
Qualify mortgage applications, investment inquiries, and property viewings automatically. Capture detailed financial profiles and schedule appointments with licensed professionals.
- Mortgage pre-qualification
- Investment goal assessment
- Property viewing scheduling
Try Needle today
Join thousands of people who have transformed their workflow