Never lose another lead to a forgotten sticky note
Store complete contact details, company information, lead value, and source—all in one place. Capture leads from websites, social media, email, or manual entry. Custom fields let you track exactly what matters for your business. Every lead gets a complete profile from day one.
Know exactly where your best leads come from
Track leads from Google, Facebook, LinkedIn, Instagram, referrals, and more. See which channels bring hot leads versus tire-kickers. Filter by source to focus on what's working. Stop wasting money on channels that don't convert. Invest in what actually brings customers.
See every conversation, file, and note in one timeline
Every email, call, meeting, and note lives on the lead's timeline. No more hunting through email threads or chat history. Team members see the complete context instantly. Pick up where anyone left off. Nothing falls through the cracks when everything's in one place.
Schedule calls and meetings without leaving your leads
Book calls and meetings directly from the lead record. Set reminders so you never miss a follow-up. See upcoming and past activities at a glance. Log call notes immediately after you hang up. Everything stays connected to the lead automatically.
Attach files, proposals, and documents to each lead
Upload contracts, proposals, presentations—anything relevant to closing the deal. Connect Google Drive files or add links. Everything stays organized by lead. Team members find what they need instantly. No more "where's that proposal?" messages.
Document conversations before you forget the details
Add notes immediately after calls or meetings. Rich text editor lets you format for clarity. Attach files to notes for context. See notes from your team to stay coordinated. Build a complete history of every relationship. When leads return months later, you remember everything.
