Lead Management
Improve sales performance
Say goodbye to spreadsheets and sticky notes. Our built-in lead management system coordinates your sales funnel to track next steps, nurture clients, and turns leads into memberships.
One CRM system—unlimited possibilities
Manage new leads with a customizable dashboard that coordinates your sales efforts. It’s a built-in pipeline with easy-to-access client profiles, scheduled follow-ups, and tools to measure your performance.
Never miss a new lead
Quickly view your entire sales funnel—from first contact to purchase. Our lead management system automatically pulls in new client profiles and tagged leads.
Automate the sales workflow
Distribute and assign next steps among staff, including sales goals for leads at every stage of the funnel. Plus, create automated follow-up tasks based on rules you can customize.
Personalize your pipeline
See all touchpoints in a single timeline, and configure the actions that occur at each stage to match your unique sales process.
Celebrate your wins
Watch your business grow using conversion criteria that automatically moves captured leads into your “Won” column.
Drive performance with data
Turn more prospects into members using insightful metrics about your sales funnel. Use this data to adapt your workflow, add or reduce touchpoints, and sharpen your team’s performance.
Simplify your sales with built-in lead management
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