Lead management that keeps every enquiry in one pipeline

Capture leads from your website, work them through stages your team agrees on, and turn the ones that close into customers without re-entering a thing.

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Leads list with segmented status filters (new, contacted, qualified, proposal) and expected value per lead.

Leads arrive on their own

Put a form on your site or let customers book a time — either way, the enquiry lands straight in the pipeline as a lead. No inbox, no spreadsheet, no copy-paste.

  • Hosted lead-capture forms with spam protection
  • Bookings arrive as leads, with the appointment linked
  • Source recorded, so you can see what's working

A pipeline your team actually reads

Move a lead through stages as it progresses. Notes and comments live on the record, so the context lives with the deal rather than in someone's memory.

  • Stage-by-stage pipeline view
  • Notes and comments on every record
  • Full activity log of who changed what

Won a deal? It's already your customer

Converting a lead carries its details straight into a customer record — which is the same record your quotes, orders and invoices point at. Nothing is retyped and nothing drifts out of sync.

  • One-step conversion to a customer
  • Quotes and invoices attach to the same record

People see what they should

Role-based permissions decide who can view and edit leads. Give a junior salesperson their pipeline without giving them the finance module.

  • Per-resource view and edit permissions
  • Roles configured per organization

Leads — common questions

Can I import my existing leads?
Yes — CSV import covers leads along with 19 other record types, and the same format round-trips back out if you ever want to leave.
Do lead forms work on a site I already have?
Yes. The forms submit to a per-form endpoint you can call from any website, with spam protection and an allowlist for the domains permitted to post.
Is lead management included on the free plan?
Yes. The Free plan includes the CRM with a customer limit; paid plans raise the limits and add more seats.

Still deciding? Book a demo

Start free. Scale as you grow.

Run your whole business in one place — and pay for it like a founder, not an enterprise.

No card · No trial clock · Export everything · Cancel anytime