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Today's actions

Hot leads

Going cold

Missed

Product interest

Filter Leads

Company Contact Phone City Source Product Status
No leads match those filters.

Lead counts by status and source.

By status

By capture method

How the record entered LeadFlow — see Leads for business lead source (exhibition/campaign).

Custom report

Pick a breakdown and a measure — more options can be added later.

Pipeline health at a glance.

Pipeline funnel

Conversion

Client business

By lead source

SourceLeadsWonMeeting → saleBusiness givenOutstanding

AI insights

Click "Generate insights" for a read on what needs attention.

Filter Clients

Company Contact Phone City Source Next order in Payment in
No clients yet — a lead becomes a client once its status is set to Won.

Choose which leads to route below (checked ones are what "Build day plan" uses), then group them into daily batches by city.

Today's tasks

Missed

Leads to route

No leads match those filters — try unchecking "Hot leads only" or picking a different status above.

Calendar events and Day Planner rows are colored by the lead's status. Tap a color to change it for any status — saved on this device.

Connect LeadFlow to your website — form submissions land here as new leads automatically.

Website lead capture (webhook)

POST JSON to the URL below (name/phone/email/company/city/message fields, all optional but at least one identifying field required) and it lands in your pipeline as a new lead, owned by you.

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