CRM · Leads

A lead nobody owns
is a lead nobody calls.

Capture from the sources you actually use, assign by rule the moment it lands, and keep the ones that fall through the cracks visible in a reassignment queue rather than at the bottom of a list.

Deletion is logged. Which sounds small until the month a hundred leads vanish and nobody can say who removed them.

Getting them in

From wherever they come.

Sources as recordsEvery channel is a source with its own record, so "where did this come from" has an answer that is not a guess.
Bulk importA file of leads brought in as a batch, with the mapping held rather than re-done each time.
Custom fieldsThe fields your business qualifies on, defined by you, not the six a generic CRM decided on.
Lead discoveryFinding the ones that came in without a source attached, which is where leads usually go to die.
Ownership

Assigned the moment it lands.

Auto-assignA new lead gets an owner by rule, because a lead waiting for a manager to allocate it is a lead going cold.
Bulk assign to a teamFor the imports and the reshuffles, without opening a hundred records.
Reassignment queueLeads whose owner left, went on leave or never acted — surfaced as a queue with a count, not left to be noticed.
Assignment historyWho owned this lead and when, so a dispute about who dropped it is answerable.
Moving on

Status, conversion and the audit of both.

Status changesRecorded rather than overwritten, so the path a lead took is readable afterwards.
Convert to a dealOne act that carries the lead across rather than re-typing it into a pipeline.
Deletion logDeleted leads leave a record of the deletion. The alternative is a number that quietly shrinks.
Nearby

Related capabilities.

Lead journey and follow-ups · Deals and pipeline · Facebook Lead Ads · Google Sheets sync

Every lead has an owner and a history.

Including the ones that were deleted.

Get started → See pricing