Lead management
From first contact
to signed contract.
One pipeline for every enquiry — then one click to turn a won lead into a live client.
Leads
Wish Agency · pipeline value £312,400
7 of 7 leads shown
Filter the stages — this is the real screen
How it works
From enquiry to client
-
01
Capture the enquiry
Log it in seconds with the value, the source and who owns it. Nothing lives in one person’s inbox.
-
02
Move it through
New, qualified, proposal, negotiation. Everyone can see where a deal actually stands.
-
03
Convert in one click
A won lead becomes a client and a project, carrying its value and notes across with it.
Pipeline value
Know what's actually coming
Value by stage, updated as leads move. The forecast your next hire depends on.
Open pipeline · this quarter
£312,400
- New enquiry
- £64,200
- Qualified
- £88,600
- Proposal sent
- £112,900
- Negotiation
- £46,700
Pipeline value at a glance
Weighted totals by stage, so a quiet month shows up long before it lands on the bank statement.
Nothing goes cold
Reminders on stale leads, so the follow-up happens without anyone keeping a private list.
Quotes attached
The proposal, the notes and the numbers all sit on the lead, then move with it to the client record.
- Length
- 30 days, every single feature unlocked
- Card
- Not required — and no auto-charge at the end
- Setup
- Import clients and projects from a spreadsheet
- After
- Monthly, per seat. Cancel whenever you like