Lead management that runs itself
Capture from anywhere, keep the pipeline honest, and let a Follow-up Policy you set once handle the calling, retries and escalation from there.
Three ways in, one pipeline
Website widget
Paste a snippet on your site; submissions become leads and are queued for a first call automatically.
CSV import
A guided wizard maps your columns, validates numbers and imports an existing book of leads.
Manual entry
Type a lead in from a phone call or a referral; it joins the same queue with the same rules.
Buckets that mean something
New holds fresh leads queued for contact. Cold holds the ones that went quiet, kept out of the day's work. Converted holds wins, with the conversation history that produced them. Counts are computed server-side, so the numbers are the numbers.
Built for a team
- Owner, manager and agent roles scope who can edit and assign
- Bulk-select leads for AI calling in one action
- Scheduled callbacks appear in a queue everyone can see
- Lead detail pages carry calls, messages and notes together
Using HubSpot, Salesforce or GoHighLevel? Two-way sync is built and in final provider approval; until it ships, CSV import is the bridge.