Lead management
Every enquiry, tracked from first message to signed job.
Leads land from your website and inbox, get auto-captured and deduplicated, and stay visible until they're won or lost — no enquiry falling through the cracks in a spreadsheet or a forgotten inbox folder.
What's in lead management
Auto-capture from web and email
New enquiries are captured from your website and inbox automatically, with contact details extracted so nothing needs re-typing.
Automatic duplicate detection
The same enquiry landing twice — a web form and a follow-up email — is recognised and merged, not logged as two separate leads.
Status tracking and notes
Every lead carries a status, an activity trail, and notes, so you can see at a glance what stage each enquiry is at.
Convert to a project in one step
Once a lead is won, it converts straight into a project — no re-entering the client's details.
Lead management — frequently asked questions
How are leads captured?
Leads are captured automatically from your website enquiry forms and inbound email, with contact details and job info extracted so you are not manually copying them in.
Does it prevent duplicate leads?
Yes. The same enquiry arriving more than once is detected and merged automatically, so your pipeline stays clean.
What happens when I win the lead?
Winning a lead converts it straight into a project, carrying its details across so you are not starting from scratch.
Stop chasing enquiries across five inboxes
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