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 2.3 — Organise · Lead Manager
Lead Manager
Filter, sort, saved views, CSV export. Edit inline.
Fig 2.4 — Organise · Assignment
Assignment
Assign one or more teammates, faces and all.
Fig 2.5 — Organise · Spam handling
Spam handling
Honeypot + velocity scoring keeps junk out of your numbers.
Fig 2.6 — Organise · Client separation
Client separation
Projects and profiles isolate every client, enforced in the database.
The journey
See the rest
of the journey
01 · CaptureLead attribution at the moment it arrivesEvery form submission arrives with its campaign, keyword, channel and landing page attached — first and last touch, kept for good.Explore Capture 03 · ProveClient reports that show cost per leadDashboards, cost-per-lead, channel and campaign breakdowns, and scheduled reports that land in the client's inbox.Explore Prove
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