Every lead lands in one table, scored and routed.

Yelp messages, web forms, cold calls and the canvassing crew all feed the same pipeline. Each lead arrives with a source, a channel, a branch and a confidence level, so the first question is never "where did this come from?"

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Meni works this table. It creates leads from the calls and texts nobody typed in, and drafts the first reply to a new Yelp message in your tone. A person approves before anything sends.
The Menaia leads table: 242 leads with status, lead source, channel, branch, confidence level and creator, with a list or map toggle
242 leads, each one accounted for. Waylon came in from Yelp through a web form and closed as Sold. Kim's cold call is marked Lost, with the history kept.

Leads come in however they come in.

Cold calls, Facebook ads, the canvasser knocking doors, a Yelp message at midnight. Menaia takes all of it and stamps each lead with where it came from.

Web forms

Your site posts straight into the pipeline through the leads API, and the source resolves automatically.

Phone calls

Calls get logged as leads with the caller set as the primary contact, ready to work.

Platforms

Yelp, Facebook and Thumbtack conversations become leads in one click from the inbox.

Manual entry

The canvassing crew's doors, entered from the field on the same table as everything else.

The right branch gets the lead, automatically.

When a lead has an address, Menaia computes the driving distance to each branch and assigns the nearest one. No dispatcher forwarding screenshots at 9pm.

Then it scores. Rate every lead Low, Medium or High and spend the morning on the Highs.

High Medium Low

Source, medium, campaign, term, content

Attribution that survives the handoff.

Every lead carries its full UTM set. Internal referrals record which employee sent it, external referrals record which company or person, and API keys live on the sources so each integration stays traceable.

When you know which channel produces Sold rather than which channel produces noise, the ad budget argument ends.

Publish the lead, get a client.

Publish a lead activity and the client records, property and project are created and linked back to the lead, ready for an estimate.

Statuses are yours to define, organized under New, In Progress, Done and Cancelled, with your names, colors and order.

Questions owners ask

Where can leads come from?

Web forms through the leads API, phone calls, platform inboxes like Yelp and Facebook, and manual entry from the field. Every one lands with a source, a channel and a branch.

Can I use my own statuses?

Yes. Statuses are yours to define and organize under New, In Progress, Done and Cancelled, with your names, colors and order.

How does a lead become a client?

Publish a lead activity and Menaia creates the client, property and project, linked back to the lead so the history stays intact.

How do you track referrals and integrations?

Internal referrals record which employee sent the lead, external referrals record the company or person, and API keys live on the source so each integration is traceable.

Where this fits

Lost leads Win back the ones that said not now. Sales pipeline See what all these leads add up to. CRM Where a published lead becomes a client. Groups Post the win when the lead closes.

See it on your own numbers.

Book a demo and bring a real job. We will price it, propose it, and invoice it in front of you.

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