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Marketing & Lead Management
Lead pipeline management with activity logging. Track calls, emails, meetings, and convert leads to projects.
Lead Pipeline
1
New
New leads from inquiries
2
Contacted
Initial contact made
3
Qualified
Lead qualified
4
Proposal
Proposal sent
5
Won/Lost
Final outcome
Complete Lead Management
Manage your entire sales pipeline from initial inquiry to project conversion. Track every interaction and never miss a follow-up.
- ✓
Lead Creation & Tracking
Create leads from website inquiries, referrals, or manual entry. Track all lead information.
- ✓
Activity Logging
Log calls, emails, meetings, and site visits. Complete interaction history.
- ✓
Lead Prioritization
Prioritize leads by next contact date. Never miss a follow-up opportunity.
- ✓
Conversion Tracking
Convert won leads directly to projects. Track conversion metrics and analytics.
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Activity Types
- • Phone calls
- • Emails
- • Meetings
- • Site visits
- • Proposals sent
- • Follow-up reminders
Convert More Leads to Projects
Streamline your lead management and boost conversions.
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