Features → Pipeline & CRM
Every lead, every stage, one screen.
See exactly where every enquiry sits — new, contacted, quoted, booked, won — and what needs doing next. No more leads living in someone’s head.
The problem this kills
“Where are we with that one?” shouldn’t be a research project.
When leads live across an inbox, a notebook, two phones and a spreadsheet nobody updates, the answer to “did we quote them?” is always a guess. Deals don’t get lost dramatically — they get lost quietly, in the gap between “I’ll deal with it later” and later never coming. A pipeline makes the invisible visible: every live enquiry on one board, and nothing allowed to sit still without a next step.
What it does
Four ways the board stays true
01
A visual pipeline you actually keep updated
Drag a card from New Enquiry to Quoted to Won in a second — from desktop or the mobile app. Because moving a card takes less effort than not moving it, the board stays true, and Monday mornings start with a real picture instead of a reconstruction.
02
The full story on every contact
Open any contact and see everything in one timeline: every call (with recording), every text, email, WhatsApp, form fill and note — plus which ad or page they came from. Anyone in the team can pick up a customer cold and sound like they’ve known them for months.
03
Tasks and reminders that don’t rely on memory
Every stage can create its own follow-up task automatically — “quote sent 3 days ago, call them.” Your day starts with a short list of exactly which humans need a human, while the automation handles the rest.
04
Lead source on every card
Each lead carries its origin — Google Ads, Facebook, referral, website — from first click to closed deal. When you look at the Won column at month end, you’re looking at your marketing report.
What this looks like in the wild
An aesthetics clinic thought their problem was needing more enquiries. Their pipeline showed 40+ consultations sitting in Quoted with no follow-up task. One “still deciding?” sequence on that column booked treatment plans from leads they’d already paid for months earlier. The board didn’t just organise their leads — it found money.
Objections
“Sounds good, but…”
“We’ve tried a CRM before and nobody used it.”
CRMs fail when they’re admin. This one updates itself — leads arrive on the board automatically, conversations log automatically, and moving a card is one drag on a phone.
“My business is too small for a pipeline.”
If you quote more than five jobs a month, you have a pipeline — it’s just currently stored in your head. This moves it somewhere it can’t be forgotten.
“We use job-management software.”
Keep it for the work you’ve won. Lead Flows manages the part before that — turning enquiries into won work — and hands over cleanly.
FAQs
Questions, answered.
Can we customise the stages?
Completely — and during onboarding we build your pipeline(s) around how you actually sell, whether that’s survey → quote → job or enquiry → consult → treatment plan.
Can different services have different pipelines?
Yes. Run separate boards for, say, extensions and repairs, or implants and aligners, each with its own follow-up automation.
Does the team see everything?
You control access. Everyone can share one board, or each salesperson can see their own leads with managers seeing all.
See Lead Flows on your own leads.
Book a 20-minute demo. We'll show you exactly where your current follow-up is leaking — and what it's costing you.
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