Leads and customers can either be entered manually or imported via Excel. If you would like them to be added automatically from your website, you can simply use our API or Zapier.
Have a complete overview of the customer profile. View all notes, emails, assignments, files, appointments, invoices, and newsletters; on one page! Turn a leader into customers with one click, and transfer all the information from lead to customer effortlessly.
When you deactivate customers and leads, you can also select a reason, so that you can follow the trend over time, and make the necessary adjustments.
Everything we develop is to provide our users with an easier workday. See what we’re working on, add ideas and wishes, and vote for what we will develop next.