Fifteen stages
From Unprocessed to Won or Lost, including Menu or voicemail and Contact not working.
Manage leads with clear stages and follow-up rules.
Track leads from first contact to won or lost. Apply automated stage rules and move up to forty cards together.
Available capabilityIncluded capabilities
Rules
When a stage is reached, a call goes unanswered or a lead goes quiet: create a task, move the lead, or hand it over.
Bulk lead actions
Select one card or a whole column, move them anywhere or bin them.
Call from the card
An assisted call started straight from the lead's card.
One person, one lead
The same person is never two leads, and their main number is the one that gets called.
Contact details required
No phone number of their own and no usable email means no lead is created.
Stages updated after sending
Send info letter empties as it sends: a lead whose letter has gone moves to Info letter sent and waits for an answer there, and one whose letter bounces goes to Lost by itself.
Voicemail and menu outcomes
A lead only a voice menu or an answering machine answered moves to Menu or voicemail after that one call, with the other cards on the same number, and is not rung through the same menu again.
Carrier refusal handling
Carrier refusals are handled separately from unanswered calls. After two working days of refusals, the agent stops retrying and routes the lead to contact review or an email follow-up, where an address is available.
The guided demo illustrates a selected workflow. Availability depends on the enabled configuration; beta items are labelled above.