Sales & quotes
Keep enquiries, ownership and the next follow-up together.
Record leads manually or import a CSV. Track seven pipeline stages, source, estimated value, assigned team member and a follow-up date. When a linked quote becomes a project or invoice, convert the qualified lead into a client while checking for an existing matching client.
How to use lead management
- 01
Capture contact details, site address, notes and files.
- 02
Choose a stage and assign the enquiry to a team member.
- 03
Prepare the quote, then carry the lead into the connected client record when the work becomes a project or invoice.
Worked example
What this looks like on a job
A renovation enquiry moves from New to Qualified after a site visit. Record the address, photos and scope; when its quote becomes a project, the linked lead is converted into the client record without re-entering the job contact.
Illustrative workflow. Prices and scope are examples, not customer results.
Questions about lead management
What can I do with lead management?
Record leads manually or import a CSV. Track seven pipeline stages, source, estimated value, assigned team member and a follow-up date. When a linked quote becomes a project or invoice, convert the qualified lead into a client while checking for an existing matching client.
Which plans include lead management?
All plans
Connected contractor workflows
See the workflow with your own job.
Choose a plan or request a walkthrough with the Fuzed Flow team.