Lead management
Leads are being built. Prospects from your forms, chatbot and outreach will land in one list in your CRM, and become clients when they buy.
Leads is being built. The list below describes what it will do; anything that already works is said plainly above. Tools marked Live work today.
What leads will do
- Will collect leads from forms, your website chatbot, outreach and manual entry.
- Will record where each lead came from.
- Will give each lead an owner and a next step.
- Will turn a lead into a client without retyping their details.
- Will flag likely duplicates before they are created.
Free tools
Related free tools
Questions
Can I manage leads today?
Not yet. Leads are being built. Client records are live now.
Will chatbot conversations create leads?
Yes. When a visitor leaves their details, the chatbot will save them as a lead with a follow-up task.
Keep everything you make
Sign in with your email and your drafts become documents in your own business, with clients, payments and books alongside.