LEAD MANAGEMENT

Every Contact Form Enquiry Lands Somewhere

Your contact form feeds one shared inbox. See who enquired, what they asked, follow up on a pipeline board, and convert them into clients — nothing gets lost.

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No Enquiry Falls Through

Every form on your site feeds the same inbox, so the team always knows who asked, what they asked, and who’s following up.

One Shared Inbox

Every contact form submission arrives in the same place, never a personal inbox.

Pipeline Board

Drag a lead from New to Contacted to Qualified as the conversation moves.

One-Click Convert

Turn a lead into a client — every answer carries over to their profile.

Follow-Up Reminders

Set a next step and a date so nobody goes quiet on a warm enquiry.

PIPELINE BOARD

Move Leads Forward, Not Sideways

Drag a card across the board as the conversation progresses. Every column shows how many are waiting, so the team can see where things are stalling.

Lead detail panel with submitted answers owner next follow-up and conversion actions

LEAD DETAIL

Open a Lead and See Exactly What They Asked

Every answer they typed, every file they attached, which form it came from, and who on your team owns the follow-up — on one screen.

Full submission, including uploaded files
Assign an owner and set the next follow-up date
Reply by email without leaving the record
Convert to a client with one click

Manual Leads

Not Every Enquiry Arrives Through a Form

Somebody calls, messages you on Instagram, or hands you a card at an event. Add them in ten seconds and they join the same pipeline as everyone else — same owner, same follow-up reminders, same conversion path.

Add a lead by hand in one short form
Record the source — call, DM, referral or event
Assign an owner and a follow-up date on the spot
Duplicate check against existing leads and clients
“Save & add another” for a whole event’s worth

Private Magic Link

They Reply Without Making an Account

Every lead gets a private link of their own. Send it by email, WhatsApp or SMS — they click, they type, and the reply lands on the lead record. No password, no portal signup, no thread lost in somebody’s inbox.

One private link per lead — copy, open or renew it anytime
Expires on a 30-day window, renewable in one click
“Last seen” tells you whether they have opened it yet
Their replies thread into the same conversation you see
Revoke it the moment the lead converts or goes cold

CONVERT

From Enquiry to Client Without Retyping

Name, email, phone, and company map straight onto the client record. Their original answers stay attached, so whoever picks up the account has the full context.

Name, email, phone and company carry straight over
The lead becomes a client with status
Contact
Their original enquiry stays attached to the profile
Optionally create the first order at the same time
Convert lead form with mapped contact fields account setup invoice preview and portal invite option

Stop Losing Leads in Someone’s Inbox.

Give every enquiry a home, an owner, and a next step.

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