Know who to follow up, what they need and what the work is worth.
Bring enquiries, contacts and deals into one clear view. Move work forward without losing the conversation that started it.
No more promising leads hiding in your inbox.
New enquiry 2
Harbour & Co
Priya Shah
Estimate sent 1
Oak Lane Dental
Proposal sent 2
Moss Studio
Kerr Joinery
Won 1
Fern Coffee
The right tool at the right moment.
Use the pipeline from the moment somebody enquires until they become a client. It is your live picture of new business, follow-ups and likely revenue.
- Create separate pipelines for different services
- See deal value, stage and owner at a glance
- Keep the contact and project even if a pipeline is archived
- Agency owners can compare team contributions
Capture the enquiry
Forms, directory requests, booking links and conversations create a connected contact and follow-up.
Qualify and progress
Lead scoring and activity help you focus on the warmest opportunities first.
Move into an estimate
Create an early, non-binding estimate without retyping the client's details.
From first enquiry to a confident next step.
A new website enquiry can create a contact, a deal and a follow-up in one flow. You record what they need, set the likely value, move the opportunity as the conversation develops and keep every note beside the deal, so anyone returning to it knows exactly what should happen next.
Spend time on the right opportunities
Lead scores, values and next actions help you separate ready-to-buy prospects from conversations that need more time.
Build a forecast you can trust
Because each deal has a stage, value and win chance, likely work feeds your sales and capacity views without a second spreadsheet.
Keep the relationship intact
Emails, notes, estimates and projects stay attached to the same contact, so useful context is not lost when work changes stage.
Turn interest into a clear proposal
Start with an estimate, then move approved scope and client details into a full proposal.