Leads & Clients
Track prospects through the pipeline and manage the clients who pay you.
Existing Clients List
View active clients, what they bought, and when each service expires.
| Client | Service / Domain | Expiry | Value | Health | Actions |
|---|
Prospects & Leads List
Import, search, contact, follow up, edit, or qualify leads before they become paying clients.
| Lead / Client | Pipeline | Value | Contact Points | Outreach Status | Next Follow-up | Actions |
|---|
Manual Prospect / Lead Entry
Capture contact, source, service interest, budget, and follow-up details.
Existing Client Tracking
Track paying clients, services bought, domain, renewal value, and expiry dates.
Growth Dashboard
Follow the money, the funnel, and today's work in one place.
Needs attention
Pipeline & revenue
Your bonuses
What you earned from clients you converted
Sales funnel
Where leads are stuck
| Source | Leads | Won | Revenue | Conv. |
|---|
| Service | Leads | Won | Revenue |
|---|
| Media | Total | Sent |
|---|
Outreach
Log activity, act on what's due, and review your weekly rhythm.
Due now
Follow-ups and renewals that need immediate attention.
Log Outreach
Record calls, emails, WhatsApp messages, responses, and follow-up activity.
Outreach Records
Review activity history and export logs when needed.
| Date | Contact | Media | Sent | Notes | Actions |
|---|
Weekly report
Use this snapshot to run the weekly growth rhythm.
Monthly report
Review monthly lead flow, revenue, renewal risk, and recommendations.
Campaigns
Measure which offers and channels actually bring paying clients.
Campaign Tracker
Track offers, channels, spend, leads, clients won, revenue, and ROI.
| Campaign | Channel | Leads | Won | Revenue | Cost | ROI | Actions |
|---|
Add Campaign
Create a campaign source to measure performance.
Templates
Write once, reuse for every lead. Placeholders are filled in automatically.
Message Template Picker
Choose a reusable company-specific message and load it into the draft area.
Message Drafts
Edit and save the active outreach and follow-up messages for this company.
{{company}} {{name}} {{contact_name}} {{website}} {{domain_name}} {{city}}Deals
Track opportunities, manage your pipeline, and forecast revenue.
| Deal | Contact | Stage | Amount | Probability | Close date | Actions |
|---|
Tasks & Activities
Manage to-dos, follow-ups, calls, and meetings across your team.
| Task | Type | Contact | Priority | Due | Assigned to | Actions |
|---|