Leads and CRM

Manage leads.

Every submitted enquiry appears in the funnel pipeline and the workspace-wide lead inbox.

Pipeline and details

Move leads between custom stages, open the detail drawer and maintain profile, organisation, deal value and notes.

Team features

  • Assign leads to workspace members.
  • Add tags and a follow-up date from Pro.
  • Use bulk actions for stage changes, assignments and tags.
  • Archive reversibly or let an admin delete permanently after confirmation.

Activity and messages

The timeline records funnel activity, notes, assignments and message delivery. The WhatsApp tab shows the full conversation and allows replies inside Meta’s 24-hour service window from Pro.

Continue with Understand analytics and A/B tests