Keep incoming opportunities from disappearing into conversation history. Organize leads by stage, preserve their source and guide the team toward a clear follow-up.
Product scene · example interfaceThis interface uses example data. Nothing is sent, booked or charged.
Leads and pipelines
Built for the work behind the conversation
01
Capture the source of the interest
Lead records can represent enquiries from your supported channels, website, forms, appointments or imports. Keep the source close when reviewing the opportunity.
02
Move work through clear stages
Use a shared board and qualification states to show progress. Ownership and next actions make it easier to see who should follow up.
03
Carry the relationship into a deal
Convert a qualified lead into a deal when the opportunity is ready. Keep the customer and conversation context connected to the sales process.
How it fits into your day
A gift enquiry becomes a qualified opportunity
Workflow · example data, not a customer result
01
Record the enquiry and its source, then assign a team member.
02
Clarify the customer’s requirements and update the lead’s stage and next action.
03
Convert the qualified opportunity into a deal with the context attached.
Choose the right plan
Plan availability
Availability depends on your plan and workspace setup. Channel permissions and provider eligibility also apply. Compare plans to see what each plan includes.