02 · Lead management

A lead manager for agency teams

Statuses, quote and sales values, team assignment, spam filtering, bulk actions and saved views, with permissions that keep each client's data separate.

Organise

What organise
gives you

Statuses, values, assignment, spam filtering and saved views — with each client's data isolated in the database.

Fig 2.3Organise · Lead Manager

Lead Manager

Filter, sort, saved views, CSV export. Edit inline.

Fig 2.4Organise · Assignment

Assignment

Assign one or more teammates, faces and all.

Fig 2.5Organise · Spam handling

Spam handling

Honeypot + velocity scoring keeps junk out of your numbers.

Fig 2.6Organise · Client separation

Client separation

Projects and profiles isolate every client, enforced in the database.

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