Platform · Leads

Every lead,
accounted for.

Form fills and calls from client sites land here automatically, per client, rolled up per agency. A deliberately lean pipeline, not another CRM to fight.

New4
Maria G. · implant consult
contact form · 8m ago
Dan W. · water heater
quote form · 1h ago
(415) 555-0132
tracked call · 2h ago
Contacted2
Priya S. · estate planning
emailed · yesterday
Tom B. · repipe estimate
called back · yesterday
Booked2
Alex R. · whitening
Thu 10:30a
Nina K. · consultation
Fri 2:00p
Won3
J. Alvarez · new build
closed Mon
R. Chen · care plan
closed Tue
Zero entry

Leads file themselves.

The platform's built-in forms system powers every form on every client site, segmented per client. Submissions become leads the moment they happen; nobody copies anything out of an inbox.

Forms

Built-in form endpoints

Every client site's forms post to the platform's own capture, scoped per client. No third-party form tool, no lost submissions.

Pipeline

Four honest stages

New, contacted, booked, won or lost. Notes and an activity log per lead. Enough to run follow-up, little enough to actually maintain.

Client view

Their inbox, in the portal

Clients see their own leads in their portal, which is the clearest ROI statement an agency can make: here is what your site produced this week.

Roll-up

Across your roster

You see lead flow across all clients at once, which feeds reporting and tells you where to point the next campaign, or the next upsell.

Deliberately not a HighLevel clone. No dialers, no drip builders, no 40-column deals board. The platform tracks what client websites produce; your outreach stack stays your choice.

Show clients what the site earns.

Leads land, clients see them, retainers stop being a debate.

See reporting →