Manage leads and client records

Track enquiries through a pipeline and connect won work to a client record.

Record an enquiry

Create a lead with its source and contact details. Public capture forms and source webhooks depend on the connector and its configuration.

Move the lead through your pipeline and log notes, calls, emails, or meetings so the next action has context.

Convert a lead into a client and create or link a project to carry the engagement into delivery.

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