Lead Conversion & Follow-up

Converting leads into paying clients requires timely follow-ups and clear processes.

Converting a Lead

When a lead reaches the Won stage, click the Convert to Client button. This:

Creates a new client record
Links the lead history to the client
Optionally creates the first project
Sends a welcome email (if configured)

Follow-up Reminders

Set follow-up dates on any lead. The platform sends reminders via notifications so you never miss a callback. Overdue follow-ups are highlighted in red on the lead pipeline.

Email Sequences

Use the Automation module to create email drip sequences that automatically follow up with leads at predefined intervals. Great for nurturing leads that are not yet ready to buy.

Conversion Analytics

Track your conversion rate by source, team member, and time period. The analytics dashboard shows funnel drop-off rates so you can identify where leads are getting stuck.