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Lead management

Lead management software that never misses an enquiry

Stop losing work to missed emails and forgotten phone calls. Pipeline’s lead management software captures leads from your website, email, phone and Google Business Profile in one clear place.

Lead pipeline kanban view
What you get

The benefits, at a glance

  • Embeddable web forms - drop one line of code on any site
  • Stage-based pipeline - see who needs a callback today
  • Auto-respond instantly with a branded reply
  • Convert directly to a quote or appointment
  • Smart Enquiry Screening filters spam and sales pitches before they reach your team (coming soon)
How it works

Inside leads

01

Smart lead forms

Build a custom form in seconds and embed it on your website. Captures phone, email, postcode and any custom fields you need.

02

Pipeline stages

New, contacted, qualified, appointment booked, quoted, won, lost - drag and drop or auto-advance based on activity.

03

Activity timeline

Every email, call, note and status change in one chronological view, so nothing in your lead management software falls between the cracks.

04

Lead ownership

Assign leads to the right team member and keep responsibility clear from first enquiry to won work.

05

Smart Enquiry Screening (coming soon)

Add Smart Credits and Pipeline screens every website enquiry for genuine customers, spam and sales pitches. Unwanted or uncertain submissions are quietly flagged for review, without triggering notifications or automations.

Ready to bring order to your pipeline?

Start a 7-day free trial. Cancel anytime.