LEAD MANAGEMENT

Every Form Submission Lands Somewhere

Contact, intake, and onboarding forms all feed one 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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Leads dashboard listing submissions from contact intake and onboarding forms

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

Contact, intake, and onboarding submissions all arrive in the same place.

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 pipeline board with new contacted qualified converted and lost columns
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
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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.

Contact form → client with status Contact
Onboarding form → client with status Lead
Intake form → attaches to an existing order
Optionally create the first order at the same time.
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Convert lead form with mapped contact fields account setup invoice preview and portal invite option
★★★★★
“Our contact form used to dump into an inbox nobody owned. Now every enquiry shows up as a lead, someone’s name is on it, and we can see exactly which ones turned into paying clients.”
Tobias Lindqvist
Tobias LindqvistManaging Partner, Nordic Growth Studio

Stop Losing Leads in Someone’s Inbox.

Give every form submission a home, an owner, and a next step.

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