Leads & CRM
A simple CRM for every lead your website, social accounts, ads and outreach bring in.
In this section
- PipelineYour leads on a board or list, moving through stages from new to won.
- Lead details and scoringEverything about one lead: details, score, sequences and the full activity timeline.
- FormsBuild forms for your website; every entry can become a lead.
- SubmissionsEvery form entry, newest first. Expand a row to see all answers.
- TemplatesReusable messages for automations and manual follow-ups.
- AutomationsRules that run when leads are created or change.
- CRM settingsLead defaults, duplicate checks, assignment, sender and WhatsApp provider.
- Meta lead adsLeads from Facebook and Instagram lead ad forms arrive in your CRM instantly.