From enquiry to action

Manage customer leads and follow-ups in one app.

Capture customer enquiries, see where leads came from and turn the next follow-up into a task in the right project.

Keep the next step clear

Connect enquiries to project work

Help your team move from an incoming enquiry to the work that needs attention.

Keep customer enquiry details in the workspace so the team can review them.

Record where leads came from to make lead sources easier to review.

Turn a lead into a task in the appropriate project to connect follow-up with delivery work.

Available tools depend on workspace settings and assigned permissions.

See how lead follow-up connects with tasks and projects.