Lead Pipeline
From first contact to project kick-off
Track every opportunity from the moment it comes in. Convert qualified leads to tenders, and winning tenders to projects - all with data continuity throughout.
Key Features
Everything you need, built right in.
Lead Capture
Record new leads with client details, project type, and estimated value.
Pipeline Stages
Track leads through your sales pipeline from initial contact to won or lost.
Document Attachments
Attach initial drawings, briefs, and correspondence to leads.
Tender Conversion
Convert qualified leads to tenders with client and project data carried over.
Activity Tracking
Log calls, meetings, and follow-ups to maintain a complete relationship history.
Value Tracking
Estimate project values and track your potential pipeline revenue.
Capabilities
- Quick lead entry from anywhere
- Link leads to existing clients
- Status tracking with visual indicators
- Document storage per lead
- Convert to tender or project
- Filter and search leads
- Dashboard widget for active leads
- Notes and activity history
- Mobile-friendly lead management
- Integration with the full project lifecycle
Screenshot coming soon
See the full pipeline
Explore sample leads, tenders, and projects to see how they connect.