The Leads Module

Track, nurture, and convert prospects—use email, SMS, WhatsApp, and calls to stay engaged at every stage.

 
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More about This Module

The Leads module is your central hub for managing prospects — from initial inquiry to successful conversion. Whether they came in via a contact form, chatbot, referral, or manual entry, every lead is tracked with full context, history, and follow-up tools.

Each lead includes structured fields, contact preferences, and a full communication timeline. You can assign leads to team members, set statuses, apply tags, and automate outreach via email, SMS, or WhatsApp. Built-in reminders ensure no opportunity slips through the cracks.

You can also track lead sources, measure conversion rates, and trigger custom workflows — making it easy to scale your sales or onboarding process without losing the personal touch.

Typical use cases include:

  • Capturing and categorizing inbound leads from forms, ads, or bots
  • Automating follow-ups via multi-channel outreach
  • Assigning leads to sales agents or onboarding teams
  • Tracking engagement history across email, SMS, and WhatsApp
  • Measuring funnel performance and lead source ROI

Whether you're handling dozens of leads a month or thousands a week, the Leads module gives you the tools to follow up faster, nurture smarter, and convert more effectively.

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