Lead follow-up
Every lead gets followed up
Timeline 2 weeks
Problem
Leads came from multiple channels, ownership was unclear, and follow ups slipped.
Build
- Single intake flow so every lead lands in one place.
- Auto routing based on simple rules.
- Notifications so nothing sits in a queue.
- Dashboard for status, ownership, and next actions.
Outcome
- About 70% fewer missed follow ups.
- Saved 3 to 5 hours per week on manual sorting.
- Status visibility in seconds.

Preview
Lead intake and routing dashboard
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