Capturing leads

Leads arrive from your website forms, hosted landing pages, event booths, referrals, and walk-ins. Every one is captured with its source and attribution intact, so you always know where a lead came from.

Staff can add a lead from Clients → Leads with just a name, email, or phone — no fake data required. A lead missing contact info is flagged needs review so nothing falls through the cracks. Duplicates are caught at entry with a non-blocking warning, and the merge tool reconciles them with a clear before/after preview.