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Leads & CRM
Leads inbox & pipeline
See every inquiry in one inbox and move deals through clear pipeline stages.
What it is
Leads is your CRM inbox and pipeline for inquiries that come from your page — track status, notes, and next steps without a separate tool.
Why it helps
Nothing falls through the cracks. You know who is new, who needs a quote, and who is ready to schedule.
How to use it
- 1
Open Business → Leads (or your workspace CRM).
- 2
Review new submissions from your page forms and chat.
- 3
Move each lead through stages (e.g. New → Contacted → Quoted → Won).
- 4
Create estimates, work orders, or bookings from the same workspace.
Related guides
- Lead capture & chat helperForms and chat-style helpers on your page that turn visitors into contacts.
- Estimates, invoices & work ordersQuote the job, schedule the work, and invoice — tied to the same lead.
- AutomationsEasy flows — respond to visitors and leads without manual busywork.
- ReviewsCollect and show social proof after the job — on brand, on your page.
Try it on your page
Start free and turn this feature on when you need it.