An enquiry, before it is a customer.
Leads sit on a board by status, whether they came from your own web form, a phone call your team typed in, or a referral. Converting one keeps everything it already has — nothing starts over.
From first contact to customer
Captured
From your own web form on your site, or added by hand after a call or a referral.
Checked for duplicates
Matched against existing leads and customers on the fields you choose — email and phone by default.
Worked on the board
Moved by status, with notes and files against it, assigned to whoever owns it.
Converted
Becomes a company and a contact in one step. Its notes, files and conversation move with it.
Where leads come from
Your own web form
Built in Setup and put on your own site. Automated fills are filtered out before anyone on your team sees them, and every submission is kept so you can see what came in.
Added by your team
A call, a trade show, an email — added by hand in seconds, on the same board as everything a form captured.
An estimate request
A prospect asking what something would cost, on the same public form path, kept apart from a general enquiry so it reaches the right person.
Notified the moment one lands
A captured lead notifies the people named on the form and whoever it is assigned to, straight away. Once it is a customer, everything else in the product — estimates, invoices, projects, tickets — points at the company it became.