Managing leads and customers

Every person or company you work with lives in Clients & leads.

Statuses

• Lead — someone interested but not yet buying
• Customer — someone who has bought from you (set automatically when a deal is won)
• Inactive — past contacts you want to keep

Lead sources

Record where each lead came from: Facebook, website, referral, WhatsApp, phone, walk-in or manual entry. Reports show which sources bring the most business.

Follow-ups

Set a Next follow-up date. On that day the lead appears on your dashboard and in your morning email digest.

Interaction history

Use Log an interaction on a contact to record calls, WhatsApp chats, emails and meetings. Invoices, payments and quotation responses are added automatically.

Search, tags and import

Filter by status, source, tag or follow-up due. Use Import to paste a CSV from Excel, Google Sheets or Facebook Lead Ads, and Export CSV to download everything.