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Lead Management · Sales

Lead management software to track every opportunity.

Lead management software that captures enquiries from every channel, assigns them by rules, and tracks follow-up until close.

  • Multi-channel capture
  • Assignment rules
  • Follow-up tracking
  • Source reporting
lead-management.app

Illustrative interface

Features

Everything you need, nothing you don’t

Lead capture

Forms, ads, email, and calls in one inbox.

Assignment

Route leads by rules or round-robin.

Follow-ups

Reminders and sequences that stop on reply.

Quotations

Send quotes and track responses.

Targets

Team and individual goals.

Source reports

See which channels produce real deals.

Modules

Start with the modules you need

Enable more as your processes grow — each module is configurable.

  • Capture
  • Assignment
  • Pipeline
  • Follow-ups
  • Quotes
  • Reports
Integrations

Connected to the tools you already use

Integrations are scoped during implementation; anything with an API can usually be connected.

  • Email & calendars Sync messages and meetings.
  • Website forms Send enquiries straight in.
  • Messaging Notifications and conversations.
  • Accounting Invoices and customer records.
  • Payment gateways Payments and payment links.
  • REST API Connect your own systems.
Ways to get started

Flexible engagement options

Use the product as it is, shape it around your process, or build something entirely your own.

Ready to deploy

The product configured for your team, users, and data.

  • Configuration & setup
  • Data import
  • Team onboarding

Best for: Teams that want to start quickly

Request a demo
Most chosen

Customised

Workflows, fields, modules, and reports adapted to your requirements.

  • Everything in Ready to deploy
  • Custom workflows & reports
  • Integrations

Best for: Processes that need a closer fit

Discuss requirements

Custom build

A solution built from the ground up for your business.

  • Discovery & design
  • Custom development
  • Ongoing evolution

Best for: Unique or complex requirements

Talk to our team
FAQ

Questions about Lead Management

Ask us anything

Lead Management focuses on speed-to-lead and follow-up for high-volume enquiries; the CRM covers the full customer relationship. They can work together.
Request a demo

See Lead Management with your own workflows.

Tell us how your team works today and we’ll walk you through the product, configured around your process.

  • A walkthrough focused on your use case
  • Configuration and integration options
  • A clear view of timelines and next steps

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