Features

Everything between the ad click and the closed deal

Capture attributed leads, work them as a team, and prove the results — without stitching four tools together.

01 · Capture

Tracking & attribution

One consent-gated script tag. Everything a lead did before converting, attached to the lead.

Automatic form capture

Works with the forms you already have — no rebuilds, no field mapping.

First & last touch

First touch is written once and kept; last touch follows the buyer's most recent campaign click.

Campaign context

UTMs, Google click IDs (gclid/wbraid/gbraid), referrer, landing page — stored per visit and per lead.

Consent-first

Nothing is stored until your cookie banner signals consent. One line to integrate; PECR-friendly by default.

Spam scoring

Honeypot and velocity checks flag junk automatically — flagged leads stay out of your reports.

Call & chat ready

The data model treats calls and chats as first-class lead types, ready for when call tracking ships.

02 · Organise

Lead management

A working surface for the whole team, not just a list.

Statuses & values

New → contacted → qualified → quoted → won/lost, with quote and sales values editable inline.

Assignment

Assign one or more teammates to every lead, with profile photos across the app. Members set their own instant email alerts.

Bulk actions

Select, archive, mark as spam, or delete in one pass; restore anything reversible.

Saved views & export

Save any filter combination; export the current view to CSV, permission-gated and audited.

Custom fields

Attach whatever your process needs — budget, source notes, anything.

Client isolation

Every project's data is separated at the database layer with row-level security, proven by tests.

03 · Prove

Reporting & analytics

Numbers that reconcile — the dashboard total always matches the Lead Manager.

Customisable dashboard

Drag-and-drop widgets for leads, visits, conversion, quote vs sales value, win rate, funnel, spend and cost-per-lead. Each person keeps their own layout.

Channel & campaign breakdowns

Donut and bar views with your own channel groupings (e.g. 'Paid' = paid search + paid social).

Attribution models

Last non-direct click by default; flip to first touch with one click — history is stored, never recomputed.

Report builder

Nine dimensions, tick-box filters, save as named reports.

Scheduled reports

Email any saved report daily, weekly or monthly to teammates or client inboxes — or send one-off.

Spend & CPL

Import from GA4 and Google Ads, or enter spend manually/CSV — cost-per-lead appears against campaigns.

04 · Foundations

Team, integrations & trust

Built for agencies from the first migration.

Roles & permissions

System and custom roles with granular permissions; account-scoped access for client users.

Webhooks & Zapier

Signed lead events to any endpoint; connect 1,000+ apps via a Zapier catch hook.

Lead alerts

New-lead emails to opted-in team members within seconds of submission.

Audit trail

Every material change — lead edits, exports, config — is logged with who and when.

UK data residency

Hosted in London; GDPR and PECR were requirements, not retrofits.

Client logo branding

Upload each client's logo and it brands their reports, printed PDFs and report emails. Full white-label is on the roadmap.

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