Work your enquiries on a drag-and-drop board of stages you control, with follow-up tasks so no lead is left sitting.
Drag enquiry cards between stages — or use the Move to stage menu on each card. Stages you add can be renamed, hidden, reordered and archived when someone is sitting in them, and the columns stay on the board even when they are empty. Search and filter by name, email, source, tag, task state and how cold a lead has gone.
A stage can open a follow-up task the moment a lead enters it. Give the task a due date and it shows as overdue on the board and in the drawer the day it passes.
Open a card for the lead's contact details, notes, tasks and email — including templated sends with a recipient preview — plus sequence enrolment, all without leaving the board.
Embed your lead form on your own website with one snippet, editable heading, introduction and submit copy, and your logo and colours on the public page. Every submission lands on the board with its source marked, rate-limited and honeypotted against bots.
Adding a lead checks the email first. An existing client blocks the save with a link to their record, so you never create a second person.
Share your intro offer by link or printable QR code. One claim per person is handled automatically, and the claim rules follow the plan's settings.
30-day free trial, with your card only charged at go-live.