Inbox, reviews and leads
Follow your leads
A simple pipeline per brand: the people interested in your offer, from New to Customer, without a separate CRM.
The pipeline
- Open Leads and select Create lead: name (required), what they want, e-mail, phone, where they came from, stage, possible value in euros and notes. Save.
- Drag a card to the next stage — New, Contacted, Qualified, Customer, Lost — or use its arrow menu. “Moved to …” offers Undo for a few seconds.
- Click a name to open its panel: details, stage buttons, Add a note, and the history (who changed what, and when). Edit and Delete are at the bottom.
- List shows the same leads as a table; the search looks in names, topics and e-mails.
- Automations can create leads from comments and reviews (“turn it into a lead”) and move leads that did not move for some days.
- Leads are in every plan. Client logins can read them only.
