Lead Tracking

Stay Organized with Powerful Lead Tracking

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Track Lead Stages

Use our Lead Tracking tool to monitor different stages in a lead’s life cycle and keep your client interactions professional and organized.

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Automate Client Communications

Set up automated emails based on the type of job a client is interested in, ensuring relevant and personalized communication.

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Monitor Lead Status at a Glance

Easily see which jobs are leads and their current status, including contract signing, questionnaire completion, and email interactions.