Leads

Tag leads as New, Contacted, Qualified, Won, or Lost—and create your own custom statuses if the standard ones don't fit your workflow. Every status updates instantly, so you always know exactly where each lead stands. Never lose track of a potential client or let a hot lead go cold again.

Every lead captures the full UTM trail-source, medium, campaign, and ad group. See at a glance whether they came from Google, Instagram, or that email you sent last Tuesday. Know exactly where your paying clients come from and double down on what's working

Log notes after every interaction and build a complete history for each lead. When you call them back two weeks later, you'll remember the wedding in 3 months, the payment plan questions, and exactly what you promised to send. Makes every follow-up feel personal.

Pull up leads from the last week, last month, or set your own custom range. Perfect for comparing campaign performance, reviewing slow periods, or prepping your monthly reporting. One click to see exactly what you need.

Toggle columns on or off and drag them into your preferred order. Hide the clutter, surface the essentials. Set it up once and get a clean view that matches how you actually work.

Track your conversion rate in real time - total leads, converted leads, and paid invoices all in one glance. Know exactly how your sales process is performing without digging through spreadsheets or guessing

Check the leads you want, then update them all at once. Change status, set follow-up reminders, assign to your team, or delete in bulk. Stop wasting time on repetitive clicks and move through your pipeline faster.

Invite sales reps from outside your team and assign leads straight to them. They only see what you give them - nothing more. Scale your sales with external help while keeping full control over who sees what.