Capture, route, and convert more leads
Organize B2B and B2C leads effortlessly. Track every opportunity from discovery to closed-won with a visual sales pipeline designed to maximize your win rate.
Enterprise Sales Pipeline
8 Open DealsAcme Corp
Source: Organic Search
John Smith
Source: Referral
TechNova Inc.
Source: Ad Campaign
Global Logistics
Expected Close: Dec 15
Deal Won!
$150k • Enterprise Sales
Manage B2B organizations and B2C individuals seamlessly.
Automated pipeline routing based on territory, industry, or team.
Track expected deal value, conversion rates, and revenue forecasts.
Visual progression from Discovery to Contract Review.
Master your sales pipeline
Everything you need to convert leads into loyal customers. From rich data models to advanced routing and forecasting, we’ve got your sales process covered.
Comprehensive Lead Data Model
Support for both B2B and B2C entities. Store business info like employee count and revenue, alongside location, source, budget, priority, and nested decision-maker contacts.
Advanced Lead Routing
Automatically assign leads to the right owner or team based on territory, region, pipeline rules, or industry logic, ensuring no prospect falls through the cracks.
Rich Dashboards & KPIs
Visualize Total Leads, Conversion Rates, and Expected Deal Value. Use progress bars to analyze leads by source or industry, and pie charts to see B2B vs B2C distribution.
Opportunity Management
Track qualified deals with expected revenue and win probability. Manage complex pipelines tracking stages like Discovery, Proposal, Negotiation, and Contract Review.
Activity & Action Tracking
Contextual sidebars highlight "Attention Required" deals with overdue activities. Keep a timeline of the last activity and clearly define the "Next Action" with due dates.
Developer-Friendly API
Integrate external forms and apps seamlessly with structured JSON payloads for Leads and Opportunities, supporting deep nested data like pipeline tracking and financial projections.
Built for seamless integration
Our Lead and Opportunity modules are backed by a robust API structure. Easily push leads from your website, marketing campaigns, or third-party tools directly into the correct pipeline stage with full context intact.
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Rich Payload Structure
Pass financials, probabilities, and custom tags directly upon creation.
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Automated Timelines
Initialize expected close dates and next actions via API.
{
"id": "opp_987654",
"name": "Acme Corp - Enterprise Lic.",
"financials": {
"revenue": 150000,
"probability": 75
},
"pipelineData": {
"pipeline": "Enterprise Sales",
"stage": "Negotiation",
"priority": "High"
},
"tags": ["Enterprise", "Software"]
}Frequently Asked Questions
Got questions about Lead Management? We've got answers.
What is the difference between an Individual (B2C) and Organization (B2B) lead?
An Individual lead represents a single person (B2C) tracked by their full name, whereas an Organization lead (B2B) represents a company. Organizations can have multiple contacts associated with them, specific business details (like employee count and revenue), and a designated primary decision maker.
How are leads tracked as they progress through the sales process?
Leads are tracked using a standardized pipeline flow. They typically start as New, move to Contacted upon first outreach, advance to Qualified once vetted, progress to Proposal when a pitch is made, and finally end up as Won (or Lost).
Can I assign leads to specific sales representatives or teams?
Yes! The Lead Management module allows you to assign leads to specific sales owners and group them by sales teams or geographic territories (e.g., North America, EMEA) for structured routing.
What key metrics can I see on the Lead Dashboard?
The dashboard provides real-time KPIs including Total Leads, New Leads, Qualified Leads, Converted Leads, Expected Deal Value, overall Conversion Rate, and the Average Response Time for your sales team.
How does the system help me prioritize my follow-ups?
Leads can be tagged with priority levels (Low, Medium, High, Critical) and tracked using the "Upcoming Work" widget, which highlights upcoming follow-ups, scheduled meetings, and overdue open tasks directly on your dashboard.
What kinds of activities can I log against a lead?
You can maintain a comprehensive timeline for every lead by logging activities such as status changes, phone calls, internal notes, and emails sent. This creates a unified chronological feed of all interactions.
At what point does a Lead become an Opportunity?
Once a lead is thoroughly vetted and reaches the "Qualified" or "Proposal" stage with a clear expected deal value, probability, and target close date, it typically transitions into an active Opportunity in the sales pipeline for detailed forecasting.
Close deals faster than ever.
Unify your Lead and Opportunity management workflows to give your sales team the clarity they need to win.