01Stages that match how you sell
Ten built-in stages from New to Converted, each with its own colour, plus custom stages such as "Site visit done" or "Negotiation" under any of them. Reports, Meta signals and revenue keep working off the built-in stage.
02Board, table or lead page
Drag leads between columns, change a stage straight from the coloured stage menu in the leads table, or work one lead at a time with its notes, timeline, meetings and tasks side by side.
03Follow-ups and tasks that come back on time
Set a follow-up on any lead, or a task with a due time, priority and assignee. Overdue items surface on Home, in the sidebar badge and as a notification, and reps tick tasks off without leaving the dashboard.
04Find anything fast
Filters for stage, source, form, tag, follow-up and date range, kept in the URL so a view can be shared. Bulk stage changes, tags and assignment, CSV import with column auto-mapping and a dry run, and CSV export.
05How it works
- 1Shape the stages
Add custom stages under the built-in ones in Settings.
- 2Work the queue
Home lists who is waiting, whose follow-up is due and what is newest.
- 3Reach the lead
Call, WhatsApp or email in one click; it is logged on the timeline.
- 4Move it forward
Change the stage and set the next follow-up.
06Questions
Can I rename or recolour stages?
Custom stages can be added, renamed, recoloured or deleted; each sits under a built-in stage so reports stay consistent.
Can I import my existing leads?
Yes. CSV import maps columns automatically and shows a dry-run preview before anything is created.
Do reps see each other's leads?
By default reps only see leads assigned to them. Owners can give a rep permission to see all leads.
Is there a mobile view?
Yes. Every page works on a phone, including the board, the lead page and the work queue.