Every enquiry gets an owner and a date for the next action. No lead quietly goes cold.
Lead management that sits in the same system your tasks, your clients and your billing already run in — so following a lead up is part of the work, not a second system somebody has to remember to update.
Most leads aren't lost to a competitor. They're lost to time.
A Harvard Business Review audit of 2,241 companies found a median first response of about 42 hours to an online enquiry, 23% that never replied at all, and firms answering within the hour nearly 7x likelier to qualify the lead. The MIT / InsideSales lead-response study puts that at 21x when the first attempt happens inside five minutes.
Want every enquiry to get an answer?
Leave your details and we'll walk one lead from the moment it arrives to the moment it closes.
A lead comes in, and gets handled to the close
From the website form to the call, the follow-up and who touched it: the lead card and its history, as your team sees them.
Want to see it on your own leads?→The leads exist. They're just not in the same place.
Some in a spreadsheet, some in the manager's WhatsApp, some in an inbox and the rest in the head of whoever answered the phone — and nobody actually knows who needs calling back today.
From the enquiry to the client, without leaving the system
Lead management that ends in a deal, not in another table
Everything it takes for an enquiry to arrive, get an owner, move through the process and finish — without anyone holding it in their head.
Every enquiry opens as a lead
By hand from the system or the phone, or automatically from your website form through a webhook that takes a name, phone, email, company and message.
Every lead has an owner
A lead is assigned to a handler, and permissions decide whether a rep sees every lead or only the ones they are responsible for.
A pipeline you define
Eight statuses arrive ready — from "New" through to "Closed won" — each with its own colour, and all of them editable.
Where each lead came from
Website form, Facebook, Google, phone, WhatsApp, referral or manual — so you know which channel actually produces deals and not just enquiries.
An activity log per lead
Call, WhatsApp, email, meeting or note — with the direction (outgoing, incoming or internal) and the outcome: answered, no answer, interested, follow up.
A date for the next action
Any activity can set when the next action is due, and the lead joins that day's queue instead of drifting out of sight.
Counters that show what is slipping
Active, new, due today, untouched for three days, never worked and closed — each one within what that user is allowed to see.
Events you can automate on
A lead's status change and a new activity are events in the system, so automation can run off them instead of somebody remembering.
A website form that opens a lead with nobody typing
Your workspace has a webhook address. Post the form's contents to it and the lead opens immediately with the contact name, phone, email, company, source and the message — in a single call.
A lead in Todo is not a record in a separate system
Here a lead and a task are the same object. So a lead sits in a project, takes comments and files, and turns into work — with nothing exported, imported or retyped. That is also why the team actually keeps it up to date.
The statuses arrive ready — and every one of them is yours to change
The system opens with a pipeline that works on day one: eight statuses in a sensible order, each in its own colour. If your process differs, change the names, the colours and the order — including which status counts as the opening one and which count as closed.
"I spoke to him, he asked me to call back Tuesday" — in the system, not in someone's head
Every contact with the lead is recorded with its type, its direction and its outcome — and sets when the next action is due. Whoever opens the lead tomorrow sees exactly what has already happened, even if they weren't the one who spoke.
Each rep sees their own leads. The manager sees all of them.
By default a rep only sees leads they are responsible for. A separate permission opens up every lead in the organisation, and another one allows creating and editing — so you can let someone look without letting them change anything.
Businesses where an unanswered enquiry is money walking out
If more than one person handles enquiries, or you pay for advertising that produces leads, this was built for you.
Everything you wanted to know
Technically almost nothing, and that is deliberate. A lead and a task are the same object with a different type: a lead carries a lead status, a source, contact fields, an activity log and a next-action date, and it appears on the lead board rather than in the task list. Because it is the same object, a lead can sit inside a project and take comments and files exactly like a task — and an existing task can be turned into a lead without losing its history.
Yes. Every workspace has a dedicated webhook address that takes a single POST and opens a complete lead from it: contact name, phone, email, company, source and status, with the form's message stored as the first note. Fields are matched by name rather than by id, and anything unmatched is appended to that note so no detail disappears. You can post to it straight from your site, or through Zapier and Make.
Facebook and Google exist as lead sources, so you can tag and measure where each lead came from. A one-click native connector for Facebook lead ads is not part of the module — in practice those are wired through the same webhook address, directly or through Zapier and Make, and it works well. We would rather say so up front than have you find out after rollout.
Yes. The system opens with eight statuses — new, contacted, awaiting reply, interested, meeting booked, not interested, closed won and closed lost — each with its own colour. You can rename, recolour and reorder them, add and remove them, and set which status every new lead opens in and which ones count as closed for the counters.
By default each rep sees only the leads they are responsible for. A separate permission opens up every lead in the organisation, and creating and editing is a permission of its own — so a manager can see everything without editing it, and a rep can work without seeing the whole book. The board's counters are computed within what that user is allowed to see, too.
It doesn't end its life as a status. Because a lead and a task are the same object, the work continues from the same place: the project, the tasks, the hours logged against it and the billing all sit on that client. That is exactly the difference between a CRM that is an island and a system where the sale is the start of the work.
For each lead the system records the source, the activity history and who touched it, and restricts access by permission — all of which help you answer "where did this information come from and who saw it". What it does not do: it does not manage marketing consent, opt-out lists or promotional sending for you. Marketing messages by SMS, email or WhatsApp are governed by communications law, and whether your lead database meets your privacy obligations is a question for a lawyer, not a claim for us to make.
Let the next enquiry get an answer instead of waiting to be remembered
Leave your details and we'll set up your statuses and sources with you, connect your website form, and walk one lead from the moment it arrives to the moment it closes.