LEAD MANAGEMENT MODULE
Turn inquiries into booked service revenue
Track every potential client from initial contact to proposal acceptance with an intuitive 4-stage pipeline.
2.4x
Higher Lead Conversion
100%
Follow-Up Accountability
< 5 min
Time to First Response
CAPABILITIES
Engineered for high-performing service teams
Visual 4-Stage Pipeline
Categorize leads effortlessly: New Inquiries, Contacted, Proposal Sent, and Closed Won.
Contact History & Logs
Keep past phone logs, emails, and client notes linked to the lead profile in one organized timeline.
One-Click Task Conversion
Convert won leads directly into active projects and dispatch immediate follow-up tasks to your team.
Pipeline Velocity Metrics
Monitor your team's deal flow, conversion rates, and revenue pipeline health in real time.
Frequently Asked Questions
Can I import existing leads from Excel or CSV?
Yes, you can import your contacts, companies, and open deals with our 1-click CSV importer.
Can multiple team members work on the same lead?
Yes, you can assign primary owners and tag collaborators on any lead profile.
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Bring your leads, tasks and projects together.
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