Features
Everything your agency needs to manage leads.
Eight connected capabilities that take a lead from first enquiry to converted customer, for every client you serve.
Lead Management
Capture and organize every lead in one workspace.
Every enquiry from every channel lands in a single, searchable lead inbox with full context: source, campaign, client, owner, and history.
- Unified lead inbox
- Custom lead stages
- Notes and activity history
- Duplicate detection
Lead inbox
Sources connected- RSRiya ShahSummit Realty · Meta AdsNewJust now
- AMArjun MehtaUrban Dental · Google AdsNew2 min ago
- NKNeha KapoorAura Fashion · ShopifyAssigned9 min ago
- KRKabir RaoPeak Fitness · WhatsAppAssigned14 min ago
Auto-assigned by round-robin rule
Campaign Tracking
Know which campaign generated every lead.
Tie each lead back to the campaign, ad set, or form that produced it, so you can show clients exactly where results come from.
- Source and campaign attribution
- Per-client campaign view
- Lead quality by campaign
- UTM capture
Performance overview
All clientsLeads
622
Converted
132
Avg. response
7 min
Weekly conversions
- Summit Realty · Lead Form148 · 24%
- Aura Fashion · Retargeting184 · 21%
- Urban Dental · Search96 · 28%
Task Management
Turn every next step into a task with an owner.
Create follow-up tasks, set due dates, and see what is overdue across the whole agency, not just in someone's notebook.
- Follow-up reminders
- Due dates and priorities
- Overdue alerts
- Task views per teammate
Riya Shah
Summit Realty · 3 BHK enquiry
Owner
Priya N.
Next follow-up
Today, 4:00 PM
Activity
Lead captured from Meta Ads
Today · 09:02
Assigned to Priya (Sales)
Today · 09:02
WhatsApp intro sent
Today · 09:10
Site visit scheduled
Today · 11:45
Team Management
Assign leads and keep ownership clear.
Route leads to the right person, balance workloads, and control who can see which clients.
- Lead assignment rules
- Roles and permissions
- Workload visibility
- Team activity log
Riya Shah
Summit Realty · 3 BHK enquiry
Owner
Priya N.
Next follow-up
Today, 4:00 PM
Activity
Lead captured from Meta Ads
Today · 09:02
Assigned to Priya (Sales)
Today · 09:02
WhatsApp intro sent
Today · 09:10
Site visit scheduled
Today · 11:45
Client Management
Run separate pipelines for every client.
Give each client its own pipeline, sources, and reporting, while you keep an agency-wide view of everything.
- Client workspaces
- Per-client pipelines
- Client-level reporting
- Agency-wide overview
Overview
Good morning, team
New leads
622
+18.6%
Assigned
608
98%
Follow-ups due
46
12 today
Conversion rate
21.4%
+3.2%
Leads captured
This monthLeads by source
- Meta Ads44%
- Google Ads27%
- WhatsApp17%
- Website Forms12%
Clients
Sample data| Client | Leads | Change | Top source | Due today |
|---|---|---|---|---|
| SRSummit Realty | 148 | +18% | Meta Ads | 12 |
| AFAura Fashion | 184 | +24% | Shopify | 15 |
| NINova Interiors | 121 | +9% | Google Ads | 8 |
| UDUrban Dental | 96 | +12% | Website Forms | 6 |
Reports
See lead, campaign, and team performance.
Understand conversion rates, response times, and campaign performance with reports you can share with clients.
- Conversion reporting
- Response time tracking
- Team performance
- Shareable client reports
Performance overview
All clientsLeads
622
Converted
132
Avg. response
7 min
Weekly conversions
- Summit Realty · Lead Form148 · 24%
- Aura Fashion · Retargeting184 · 21%
- Urban Dental · Search96 · 28%
Automation
Remove repetitive lead handling.
Automatically assign, tag, notify, and create follow-ups when leads arrive or change status.
- Auto-assignment
- Status-based triggers
- Instant notifications
- Follow-up sequences
Lead inbox
Sources connected- RSRiya ShahSummit Realty · Meta AdsNewJust now
- AMArjun MehtaUrban Dental · Google AdsNew2 min ago
- NKNeha KapoorAura Fashion · ShopifyAssigned9 min ago
- KRKabir RaoPeak Fitness · WhatsAppAssigned14 min ago
Auto-assigned by round-robin rule
WhatsApp Integration
Keep WhatsApp conversations tied to each lead.
Start and track WhatsApp conversations from the lead record so context never lives only on one person's phone.
- Conversations on the lead record
- Message templates
- Click-to-chat from the pipeline
- Team-visible history
Riya Shah
Summit Realty · 3 BHK enquiry
Owner
Priya N.
Next follow-up
Today, 4:00 PM
Activity
Lead captured from Meta Ads
Today · 09:02
Assigned to Priya (Sales)
Today · 09:02
WhatsApp intro sent
Today · 09:10
Site visit scheduled
Today · 11:45