Pipeline & lead management
A pipeline your sales floor actually uses.
Kanban pipeline, custom statuses, tasks, reminders and saved views for every desk.
Agents live in one screen: the lead, its history, its next task. Managers get saved views, bulk actions and real-time status across every team.
See it in action
What's included
Kanban & table views
Drag leads between stages or work through a filterable table — your choice.
Custom statuses & sub-statuses
Model your own funnel with lost/unqualified reasons you can report on.
Tasks, reminders & My Day
Every rep starts the day with a prioritised list of calls and follow-ups.
Saved filters & bulk actions
One-click views for stand-ups; bulk assign, edit, tag, add to email list or automation.
Full activity timeline
Calls, emails, WhatsApp, notes and status changes on one timeline.
Lead journey badges
See which email automation each lead is in, right from the leads list.
How it works
- 01Set up your statuses and sub-statuses
- 02Agents work their queue and My Day list
- 03Managers track everything in saved views
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