Creating and Managing Leads
Create sales leads with contact details, source, owner, priority and estimated value.
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Leads
Capture enquiries, work your pipeline and convert leads into customers.
The Lead Pipeline and Kanban
Work your leads on a Kanban board with search, filters and tags.
Converting Leads
Turn a lead into a customer and create a quote directly from a lead.
Outreach Leads and Emails
Send outreach emails to leads and keep every message in the communication log.
Lead Appointments, Notes and Questionnaires
Attach appointments, notes, attachments, messages and questionnaires to a lead.
Public Lead Forms and Embedding
Capture enquiries with public lead forms you can embed on your website.