Record the sales context
Each lead retains name, company, contact details, source and notes.
- Status and temperature.
- Estimated value.
- Owner and next action.
Lead management
Organise and convert leads without losing opportunities
Separate the initial contact from a real opportunity and retain the information needed to decide who to follow up.
Qualify before converting
Work the lead until you confirm there is a real opportunity.
- Visible statuses.
- Search and filters.
- Related activities.
Convert without duplicates
Conversion creates or reuses the customer and contact and opens an opportunity in one operation.
- Reuse by email.
- Consistent pipeline and stage.
- Traceable origin.
Frequently asked questions
Do leads arrive automatically from my website?
No. The current version does not include public forms or automatic capture; leads are registered in the CRM.
What happens when I convert a lead?
The customer and contact are created or reused and an opportunity opens in the first pipeline stage.
Do old leads use the limit?
No. Only leads created within the instance current month count.
Organise the next step of every sale
Create a clear pipeline and bring leads, customers, opportunities and activities together from the Free plan.