Leads and contacts
New enquiries, your website forms, clients, companies and issues.
- Create a leadAdd someone who got in touch, so their enquiry is answered, followed up and turned into a quote.
- Bring in leads from your websiteGive your website form an address to post to, and every enquiry appears under Leads within seconds.
- Convert a leadTurn a lead into a contact and a quote in one press, without typing what they asked for twice.
- ContactsEvery client you have worked with or are working with, with their quotes, orders, leads and what they are worth.
- AccountsCompanies, venues and planners with more than one contact, so their people and orders sit together.
- ProspectsKeep the venues, planners and companies you are chasing apart from real enquiries, and promote one when they reply.
- IssuesLog every incident, case and violation, so you can see where and why things keep going wrong, and on whose record.
- Client consentCan text, Can email and Emails about their booking only decide what reaches each client, automatic or typed.
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Contact support