Every opportunity. A place to go.

Keep the enquiry, source, status and next action together, so a new opportunity has an owner.

1. 01A website enquiry arrives with its source
2. 02assign an owner
3. 03record the next call and status.

See the customer’s properties and work history before the next conversation.

1. 01Open a returning customer
2. 02choose the correct property
3. 03review previous visits before booking.

Find unanswered enquiries and see the next follow-up instead of working from memory.

1. 01Filter enquiries waiting for a reply
2. 02contact the customer
3. 03advance the opportunity with a dated follow-up.

Bring enquiries from configured lead providers into the lead queue.

1. 01Configure the supported lead source
2. 02receive its enquiry
3. 03review attribution and assign the next action.

Bring existing spreadsheets in with mapping and duplicate checks.

1. 01Choose a spreadsheet
2. 02map names, phones and addresses
3. 03review duplicate warnings before importing.

Find duplicate or conflicting records before they confuse the team.

1. 01Find two records for one phone number
2. 02compare their history
3. 03review a resolution without discarding context blindly.