Leads from every source
Every request lands in one list with its source: website, mailing, ads, call, trade show, referral or sales generator. A manager moves it through statuses and marks the purchase, and the marketer sees which channel brings money.
What is included
- Sources: call, email, website, ads, content, referral, trade show, CRM form, callback, sales generator, online store, mailing and others
- Statuses with counters: new, in progress, rejected, customer
- A “To customer” button with a revenue amount
- A click on a mailing tracking link creates a lead automatically
- Lead visibility by employee permissions: own, department or whole company
- Leads count in the funnel and the customer cost calculation
Which plan includes it. Included in all plans: Start, Business and Pro. Plans differ in limits on employees, companies and connected accounts. Compare plans
Common questions
How do leads get into the system?
Manually, through mailing tracking links, from the sales generator and via the API. The source is recorded for every request.
Does a manager see other people’s leads?
Only if allowed. Each employee has a visibility setting: own, department, department with child departments or the whole company.
Other features
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