Lead Management
Every enquiry, worked to a yes.
Leads come in from campaigns or straight from your team, land on a pipeline board with their source attached, and move through qualification until they become deals — nothing forgotten in a notebook.
- Capture from campaigns or manual entry
- Sources tracked on every lead
- Pipeline boards for qualification
- One click from lead to deal
What it does
Lead Management, in practice.
- Lead capture
- Sources
- Qualification
- Pipeline boards
- Conversion to deals
A front door for demand
Every enquiry becomes a lead the moment it exists — from a campaign, a call, or a visit.
Sources you can trust
Leads carry where they came from, so you learn which channels actually produce business.
Boards, not lists
Qualification happens on a pipeline board — drag a lead forward and the status is the position.
Tasks on the lead
Follow-ups live on the lead itself, with owners and due dates, so “I’ll call them Tuesday” survives until Tuesday.
Conversion without re-typing
A qualified lead becomes a deal — and eventually a client with invoices — carrying its history along.
How you get it
Leads ship inside the CRM module — buy CRM and this whole page is yours on day one.
How pricing works →One platform
Plays well with the rest.
Lead Management shares its records with every other module you switch on — no connectors, no syncing, no re-typing.
Questions
Asked about lead management.
Is lead management a separate purchase?
Leads ship inside the CRM module. Buy CRM and lead capture, sources, qualification boards, and conversion to deals are all there on day one.
Where do leads come from?
Your team can enter them directly, and marketing campaigns capture them automatically with the campaign recorded as the source.
What happens when a lead is won?
It converts to a deal and, when the business is real, a client — the same client record your quotations and invoices use. The history travels with it.
Put Lead Management to work.
Tell us what your business runs. We’ll show you this module live — on its own or alongside the rest — and follow up with an itemized quote.