CUSTOMER EXPERIENCE
Leads
A lightweight pipeline for inbound business.
- Custom pipeline stages per store
- CSV import wizard with column-mapping
- Convert lead → customer in one click
Works withCustomersIntake Form
Track inquiries from your website, walk-ins and referrals through custom stages. Import a spreadsheet of leads via the same wizard pattern as inventory.
What you actually get
Capabilities
- Custom pipeline stages per store
- CSV import wizard with column-mapping
- Convert lead → customer in one click
- Notes, assignments and follow-up reminders
How it fits
In context with the rest of Customer Experience.
Customers
Leads
Customer Portal
Email Notifications
See it on your own tickets in 10 minutes.
Free migration. Real human helps you import. Month-to-month after.