Every lead tracked from first contact to closed deal.
Capture leads from web forms, phone calls, and external sources. Score confidence, track where they came from, and convert them into clients with one click — no duplicate entry.
How it works
Leads flow in through your website, phone, or API and land in your pipeline automatically. Each lead captures a primary contact, address, source, and confidence level. Schedule activities, assign salespeople, and add tags to organize your pipeline. When you are ready, publish the lead activity and the system creates the client, property, and project for you.
Key benefits
- Customizable pipeline
- Automatic lead capture via API
- Smart branch matching
- Confidence scoring
