Lead Statuses
Create and manage rules based on specific Lead Status. You can add new Statuses or edit existing ones.
Leads / Tasks Map
Filter, assign, and schedule directly from the map while tracking key details, sending SMS, and coordinating multiple tasks with just a few clicks.
Leads List
Easily track and manage all your leads with the Leads List, where names, contact info, priorities, and statuses are clearly organized for quick access.
Lead creation and Lead Profile
Add and manage new leads directly from a client profile or during client creation, capturing all essential details, services, and priorities. Assign estimators, schedule appointments, and track each lead’s progress.
Leads for Approval
Requests
Easily manage all client requests in the Requests submodule, where you can confirm, decline, and track new entries at a glance.