Clients and Leads
Every lead and every client in one place, from first inquiry to signed project.
Everyone you work with, and everyone who asks
What it does today
- Leads in your own stages, and a page for each client
- Follow-up dates, and a record of calls, emails and meetings
- An inquiry form for your own website
- A lead that is won becomes a client in place
- To add it
- Free to start, then a small add-on. The price is shown in your hub before it is added, and the more you bundle, the less each one costs.
- Works with
- Questionnaires, Proposals and Agreements, Projects, Client Portal
- Part of
- A ready-made hub
Questions
What does Clients and Leads do?
Every lead and every client in one place, from first inquiry to signed project.
How do I add Clients and Leads?
From inside your hub. It is a small add-on to a hub you start free, and its price is shown before you add it.
What does Clients and Leads work with?
It shares one hub with Questionnaires, Proposals and Agreements, Projects and Client Portal, so nothing is typed twice.
Can inquiries come from my own website?
Yes. An inquiry form for your website puts each new lead straight into your hub.
Start your hub free.
Presto and your library are free; add Clients and Leads from inside your hub.