Every enquiry in one list.

Enquiries from WhatsApp, web chat, email and calls all arrive in one list, each showing its channel, its owner and how many days it has been waiting. Nothing moves into your pipeline until a person decides it should.

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LeadsNew enquiryFrom WhatsAppAssign an owner
WhatsAppBecomes a leadno typing
PipelineUntouchedno fake deal
SupportUntouchedno wrong queue
A personDecidesno guessing
The channel routes it. A person promotes it.
It becomes a leadA message from a number nobody knows is a lead, not a deal

Inbound from WhatsApp, web chat, email or a call lands as a lead with the channel on the row. Nothing is promoted into your pipeline until a person decides it belongs there.

The list

What's on the lead list.

Every lead shows the channel it came in on and how many days it has been waiting. Select several and act on them together. If someone didn't give a name, their phone number stands in, and a missing email address is simply left blank.

NearSyncSalesLeadsSearch, plan and askKAll hubs
NameTypeStatusChannelEmailPhoneOwnerAgedaysLast activity
KLeadNewWhatsApp+971 50 123 4500Unassigned2Jul 25, 26
Nadia KassemLeadNewWhatsApp+971 50 123 4500Unassigned6Jul 21, 26
Layla AmiriLeadNewWhatsApp+971 50 123 4500Unassigned6Jul 21, 26
+971 50 123 4569LeadNewWhatsApp+971 50 123 4569Unassigned6Jul 20, 26
Robin YatesLeadNewWeb chatrobin@brightpath.example+971 50 123 4500Yusuf Karim7Jul 20, 26
+966 50 000 1234LeadNewWhatsApp+966 50 000 1234Unassigned13Jul 14, 26
TeeLeadNewWhatsApp+971 50 123 4500Unassigned24Jul 2, 26
Zainab MusaLeadNewEmailzainab@zmusa.example+971 50 123 4500Leila Haddad37Jun 19, 26
Rami HaddadLeadNewCall+971 50 123 4500Unassigned38Jun 19, 26

See how long every lead has been waiting.

Every channel

WhatsApp, chat, email and calls in one list.

New enquiries collect here automatically and wait until someone on your team decides what each one is.

  • Collect enquiries from WhatsApp, web chat, email and calls automatically
  • See which channel each lead came in on
  • A new enquiry never becomes a deal or a support ticket on its own
  • Promote a lead to a deal when you decide it is one
  • The whole conversation moves into the deal with it
How leads arrive
InboundBecomes a lead
WhatsAppA lead
Web chat, emailA lead
A callA lead
What it will not do
Open a dealNever
Open a ticketNever
Pick an ownerNever
A person promotes itinto the pipeline, once somebody has decided it is one
Honest details

Details you can trust.

If a lead didn't share something, the list leaves it blank instead of guessing, so what you see is always real.

  • See how many days each lead has waited, right beside its owner
  • Unclaimed leads say Unassigned, so nothing slips by unnoticed
  • If a caller gave no name, their phone number stands in until you learn it
  • A missing email stays blank until you have a real address
  • Call a lead back in one click, through your own phone carrier
Assign it automatically
Age in daysOn every row
Newest2 days
Oldest38 days
OwnerUnassigned
What it will not fake
No name givenThe number
No emailLeft empty
No ownerSaid plainly
Call from the rowthrough your own carrier, without copying a number out
Campaign credit

See which campaign an enquiry came from.

Set the campaign on a lead, and when that lead becomes a deal the campaign goes with it. Your marketing people then see which campaigns produced business worth having, not only how many enquiries each one brought in.

The campaign board
Spring open day
Set onThe lead
When it convertsCarried to the deal
Counted inMarketing
Chosen by hand, or kept from where it arrived
Type and status

Keep complaints out of the new business queue.

Every lead carries a type, so a support question, a renewal or a complaint is not worked as a sale. Status runs from new to contacted, qualified and then converted or lost, and you change it on the list without opening anything.

Where support goes
One lead
TypesSix to choose from
StatusFive steps
SpamA type too
Renewals and existing clients have their own type
Your columns

Choose the columns you want and keep them.

Show the date of the first reply, the last activity or where the lead came from, hide the columns you never read, and sort on any of them. Save that arrangement as a view and it is waiting for you next time, on whichever machine you sign in from.

Adding your own fields
Your view
ColumnsYours to pick
SortingAny column
Saved toYour account
Fields you add yourself become columns too

Access

Who can do what.

Anyone on the sales team can claim and work leads. Choosing which channels feed the list, and who new leads go to, affects the whole team, so those settings need a higher role.

See

See the lead list and where each lead came from.

Do

Claim a lead, call it back, and work it.

Manage

Assign leads to people and promote them to deals.

Admin

Choose which channels feed the list and who new leads go to.

Admin is the highest role and can do everything above, so give it only to the few people who really need it.

One enquiry, start to finish

From an unknown number to a deal.

A WhatsApp message from an unknown number joined the lead list by itself. The number stood in for a name because that was all anybody knew, the waiting time started counting straight away, and the lead became a deal only when a person decided it was one.

A WhatsApp message from a number your team has never seen before.

Sales guides

LeadsContacts and organisationsAI lead generationSales overview

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