Leads & CRM
Creating leads
Capture new inquiries before they become customers.
Overview
Capture new inquiries before they become customers.
Add leads manually, from your website form, or by forwarding estimate requests. Each lead starts in New on the board.
Pipeline view
Leads appear on a kanban board by status — new, contacted, quoted, won, or lost. Drag cards as the conversation moves forward.
When a lead is ready for work, convert them to a customer and estimate in one step so nothing is retyped.
Next step
Continue with Lead statuses.