List, pipeline and graphical views
Configured around your company, team permissions and customer workflow.
Services Leads
Lead Management
Capture, import, qualify, assign and move enquiries through a visual sales pipeline.
Included capabilities
A complete working module
Custom stages, labels and salesperson assignment
Configured around your company, team permissions and customer workflow.
CSV import with preview
Configured around your company, team permissions and customer workflow.
Lead detail activity and follow-up
Configured around your company, team permissions and customer workflow.
Meta, forms and webhook lead sources
Configured around your company, team permissions and customer workflow.
Works alone. Connects naturally.
Activate this module without buying a bundle. Add connected workflows later while preserving your company data and roles.
Order Management
Run Shopify-style order operations with status, payment, fulfilment, tags and customer communication in one workspace.
Customer Inbox
Give agents one responsive inbox for website and supported messaging conversations.
Task Management
Create, assign and track operational work connected to leads, orders and conversations.
Start with Lead Management
Create a tenant-isolated workspace and activate only this module.