Lead Stages

Increase conversion rates and customer satisfaction by taking advantage of our custom leads stages module. Once you add a new lead,  you can simply drag that lead from stage to stage using a simple drag and drop (kanban style) process.

By breaking down the intake process  into stages, you can monitor where each lead is, how long its been at each stage, and see when it was added.  Converting a lead into a client is as simple as changing their client status.