Live demo · CRM & appointment setting
Mini CRM: lead pipeline
Leads go cold when nobody follows up. This board shows every lead's stage, what it's worth and who needs a call today. Drag cards between stages, open one to edit it, and import or export a spreadsheet.
Coaches & consultantsAgenciesReal estate & financeClinics taking enquiries
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Open pipeline
$26,400
Won
$6,100
Win rate
67%
Follow-ups due
9 (9 overdue)
Follow up today
New lead
3$8,600
- $2,400Website formOverdue
- $3,600ReferralOverdue
- $2,600Facebook adOverdue
Contacted
2$6,000
- $1,800WebinarOverdue
- $4,200Facebook adOverdue
Call booked
2$5,100
- $3,000LinkedInOverdue
- $2,100Website formOverdue
Proposal sent
2$6,700
- $5,200ReferralOverdue
- $1,500InstagramOverdue
Won
2$6,100
- $2,800LinkedIn
- $3,300Webinar
Lost
1$1,200
- $1,200Instagram