What you get
The short version
Six columns — New, Contacted, Follow-up, Auto Follow-Up, Needs Attention and Qualified — with a board or list view and a source filter.
Drag a card to move it, or change the status from the row menu or the lead itself.
Converted and lost leads deliberately have no column, so finished work never clogs the board.
Convert a qualified lead in one dialog — as a new client, linked to an existing one, or with the deal workspace created at the same time.
More features
The rest of the platform
Ready to see it in action?
Tell us who you are and we'll point you at the right starting place. Or watch a 2-minute walkthrough.