Where to find it: Leads
Prospects and enquiries in a simple pipeline — capture them, track them, and convert a won lead into a client.
Leads is your lightweight CRM for prospects who aren't clients yet.
Where to find it
Sidebar → Clients → Leads.
What you can do here
- Capture enquiries manually or through an embeddable web form on your own site.
- Track each lead down a pipeline of stages.
- Convert a won lead into a full client in a single click.