Every lead.
Followed up.
Catch leads from your store form and conversations, follow them up, and move bigger sales through your own pipeline stages. Leads and follow-ups are on every plan; deals and custom pipelines come with Standard.
What you get
Every lead. Followed up.
Lead capture
Leads come from the store enquiry form, a conversation or an unknown email sender, or you type them in by hand.
Speed to lead
See the time from enquiry to first reply per lead, the 30-day median, conversion rate and a rule-based hot-lead score.
Deals pipeline
Track bigger sales through enquiry, quoted, negotiating, won or lost, with value, owner, expected date and a win-chance bar.
Own pipelines and stages
Create several pipelines with your own stage names, stage rules, lost reasons and a column board.
Follow-ups and plans
Schedule calls, meetings and to-dos on a lead, deal or customer, and start reusable follow-up plans with a morning list.
Proposal links
Share a quote on a deal as a private link; the owner is told when it opens and when the customer replies.
How it works
Three steps. That’s it.
- 1
Capture a lead
Share the enquiry link or add a lead by hand; it lands unclaimed on the board.
- 2
Claim and follow up
Claim it, reply, log the contact and schedule the next follow-up.
- 3
Convert to a deal
Turn the lead into a customer and a deal, then move it through your pipeline stages.
Works with
Connected to the rest of STAK.
Your whole business. One stack.
Reserve your free workspace now. One main app free forever.