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Sales

Leads Management

Enquiries from your website, WhatsApp, phone and walk-ins all land in a single list, assigned to a person, with the next follow-up already set.

Every enquiry in one place, not in someone’s head.

What gets in the way today

  • Enquiries scattered across diaries, phones and chat groups
  • No record of who spoke to which lead, or what was said
  • When a salesperson leaves, their contacts leave with them
What's inside

What Leads Management gives you.

Lead capture

  • Website forms land straight in the CRM — no manual entry
  • WhatsApp enquiries attach to the right customer
  • Walk-in and phone leads added in one click
  • Source recorded — ad, website, referral or walk-in

Pipeline and ownership

  • Stages: new → contacted → quoted → booked → closed
  • Every lead owned by a named person
  • Bulk assign and reassign
  • Duplicate leads caught automatically

Follow-ups

  • Next call date on every lead
  • One screen showing everything due today
  • Reminders for your team, and for the customer if you want
  • Full conversation history on the record
How it runs day to day
  1. 01An enquiry arrives (website, WhatsApp or phone)
  2. 02It is assigned to a team member automatically
  3. 03A follow-up date is set and a reminder goes out
  4. 04The stage moves forward as the conversation progresses
  5. 05It converts to a booking, carrying its full history
Who it's for
  • Sales team
  • Front desk
  • Owners tracking the pipeline

Included in every plan — no feature is held back.

More

The rest of the platform.

Booking MasterBookingsFinancial AccountingFinanceTrips & OperationsOperationsAI Copilot HubAIAutomation CenterAutomationKnowledge CenterKnowledgeAudit & ComplianceAuditWhatsApp AgentIntegrationsMeta Ads CenterMarketing
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See it running.

A fifteen-minute live demo, walked through with your own packages and leads.

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