Lead Manager gives you a pipeline view of every opportunity from initial enquiry through to won or lost. Each lead captures the contact, estimated value, source, and current status. Set up custom activities, follow-up reminders, and notifications so nothing falls through the cracks. When a lead converts, the client, quote, and job are linked together automatically.

Yes. Create a quote against a lead, and when the quote is accepted or the lead is marked as won, WorkflowMAX creates the job automatically with the lead, quote, client, and job all linked. This end-to-end flow means you have traceability from first enquiry through to invoicing useful for pipeline reporting and understanding conversion rates.

Yes. Configure custom lead activity reminders on a schedule, so you and your team are prompted to follow up at the right intervals. Lead templates let you apply a pre-defined pattern of follow-up activities to prospects that need a similar cadence, making the process repeatable.

Yes. The custom report builder includes lead and lead activity report types, so you can analyse pipeline value, conversion rates, lead sources, and sales activity across any time period. For firm owners and business development leads, this gives real visibility into future revenue without maintaining a separate CRM.

Yes. Use the WorkflowMAX Zapier integration to connect your website's lead capture form so that new enquiries create lead records automatically. Zapier supports thousands of form tools from Typeform to Gravity Forms so you can set this up without any development work. Every inbound enquiry enters your pipeline immediately.

Consulting firms often juggle multiple proposals across different clients and service lines simultaneously. Lead Manager centralises all opportunities with estimated values, expected close dates, and follow-up schedules so partners and BD staff can see the full pipeline in one place. Combined with quoting and job creation, it creates a single thread from prospect to profitable engagement.

For many professional services firms, yes. Lead Manager covers pipeline tracking, contact management, follow-up automation, and lead-to-job conversion. For firms needing deeper marketing automation or high-volume sales workflows, WorkflowMAX also integrates with HubSpot and connects to thousands of apps via Zapier.