Lead pipeline
Every lead, its history and its next step, in one place.
Every lead shows where it came from, what has happened so far and what should happen next, so anyone on the team can pick it up.
The details
Clear stages
Move leads through New, Contacted, Qualified and Converted, and filter or search the whole list.
An activity timeline
Log calls, emails, chats, meetings and notes on each lead so the history stays with it.
Follow-up dates
Set the next follow-up on every lead and see who is due today.
Sources, tags and notes
Know where every lead came from and add your own tags and notes.
Related features
Website lead capture
Every enquiry arrives as a lead, tagged with where it came from.
Read moreProject-aware AI assistant
Ask about your leads, accounts and posts and get answers from your own data.
Read moreSlack and Teams lead alerts
Hear about a new lead where your team already talks.
Read moreTry it with your own team
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