Leads scattered across inboxes
Emails, spreadsheets and chat messages live side by side. Nobody has the full picture of a single enquiry.
Leads
Every enquiry automatically becomes a lead in your pipeline.
Swiftfunnel captures every funnel form submission as a lead and handles the complete workflow without a separate CRM. See who got in touch, where they are in your pipeline and what needs to happen next.
Privacy compliantNotes and activityRoles for your team
Leads
18 this weekNew
8
Contacted
5
Qualified
3
Won
2
Just received
N
Nora Becker
Meta Ads
Captured automatically
No extra step
Without connected lead management
Enquiries get lost before you can respond.
Many landing pages only send leads by email. Without a pipeline and timeline, nobody knows who has actually been contacted.
No stage, no priorities
Without a pipeline, it is unclear which enquiry has already been handled and which one needs attention next.
Knowledge disappears with every handover
Who was contacted, when and about what? Without notes and a timeline, that knowledge leaves with every team change.
The solution
A pipeline that fills itself from your funnel.
Every form submission instantly becomes a lead. Move enquiries through your own pipeline and always see what happened most recently.
Automatic capture
Every funnel form submission becomes a lead with name, contact details and source—no extra step required.
Fully customisable pipeline
Create your own stages and colours, then move leads through the pipeline with drag and drop to match your process.
Notes and activity timeline
Every note and stage change remains visible, so new team members understand an enquiry immediately.
Roles for your team
Members manage leads while admins and owners control settings. Every action is recorded in the audit log.
WhatsApp on every lead
Opt-ins, automated sequences and a genuine two-way chat appear in the lead timeline once your WhatsApp account is connected.
Privacy-compliant deletion
Archive, restore or permanently delete leads after confirmation, including their notes and timeline.
Workspace-wide lead inbox
Search and filter leads from every funnel by stage, source and period, accessible directly from each pipeline.
Assignment, tags and follow-ups (Pro and above)
Assign a lead to a team member, add up to ten tags, schedule a specific follow-up and apply bulk actions to up to 100 leads.
Funnel approval workflow (Pro and above)
Mark funnels as in progress, awaiting approval or approved, and request changes with a reason before a funnel goes live.
What your pipeline looks like
Leads
Leads 4
Created automatically from form submissions
New
2N
Nora Becker
Today, 10:24
T
Tim Richter
Today, 09:41
Contacted
1M
Mira Scholz
Yesterday, 16:08
Callback noted for Friday
Qualified
1J
Jonas Klein
Yesterday, 11:32
Won
1L
Lena Vogt
26 July
How it works
Four steps from enquiry to follow-up.
01
Connect your form
Use your funnel’s standard form. No additional tool or separate setup is required.
02
The lead is created automatically
Name, email address, phone number and source go straight into your pipeline when the form is submitted.
03
Manage stages and notes
Move the lead through your pipeline and record important details in notes.
04
Continue in the system you prefer
Send leads to your existing system via webhook, REST API or Remote MCP—or keep working in Swiftfunnel.
Privacy by design
Archive, restore or permanently delete each lead individually.
Role based
Members, admins and owners have distinct permissions in your workspace.
Open and connected
Webhooks, the REST API and Remote MCP deliver leads wherever you need them.
Frequently asked questions
Before you set up your pipeline.
Is lead management a separate CRM or part of Swiftfunnel?
It is built into every funnel. There is no separate product or additional login. Enquiries automatically appear in the same workspace that controls analytics and publishing.
How do leads enter my pipeline?
Every form submission from a published funnel is automatically created as a lead. No import or manual transfer is required.
Can I send leads to my existing CRM?
Yes. Signed new-lead webhooks, the REST API and Remote MCP connector pass every enquiry on as structured data, for example to Make or an external CRM.
Is lead management privacy-compliant?
Leads can be archived, restored and permanently deleted after confirmation. Permanent deletion also removes notes and the activity timeline.
Which plan includes lead management?
The pipeline, notes, activity timeline and workspace-wide lead search are included in every plan. Your funnel keeps accepting enquiries above the monthly allowance and is never throttled. Launch and annual subscriptions only show a notice; monthly Pro and Agency subscriptions charge €0.50 for each additional lead. Assignment, tags, follow-ups, bulk actions and funnel approvals are included from Pro.
Can I distribute leads across my team?
Yes, from the Pro plan. Assign each lead to a workspace member, organise it with up to ten tags and set a specific follow-up. The workspace-wide inbox also supports bulk actions for up to 100 leads.
Leads
Ready to capture enquiries automatically?
Choose your plan, add a payment method and collect enquiries in your pipeline free for seven days. Billing only starts after the trial unless you cancel.
Included in every plan
Automatic capture
From the Launch plan
Privacy-compliant deletion
Included in every plan
Each plan has a soft lead allowance—your funnel is never throttled.