Leads live in your inbox
Details scatter across email threads and spreadsheets, so nothing lives in one record and nobody can pick it up.
Convert & Nurture
Every lead has a stage, an owner and a next action
Keep every lead and client in one record with notes, tags and groups, move prospects through visual stages, and let a stage change fire the next follow-up automatically.
LiveConvert & Nurture
- One record per lead with notes, tags and groups.
- A visual pipeline that always shows the next action.
- Stage changes fire the next follow-up automatically.
The problem
What usually gets in the way.
Nobody knows the next step
Without stages, follow-up depends on memory and good intentions, and quiet prospects stay quiet forever.
Handovers drop the ball
When a colleague picks up a lead, they start from zero with no timeline of what has already happened.
How it works
From start to done.
- 1
Import your contacts
Bring your existing contacts in bulk from CSV, so you start with real data.
- 2
Set your stages
Define the stages that match how you sell, from first enquiry to signed program.
- 3
Work the board
Move prospects through your stages and always see the next action for every lead.
- 4
Automate the follow-up
When a lead changes stage, the next follow-up fires automatically instead of waiting on you.
- 5
Push leads to Zoho
Push leads into Zoho with field mapping and group routing, one direction only, when you need them elsewhere.
What is inside
Capabilities on this page.
Each capability carries the status it has today — nothing here is rounded up.
LiveContacts & companiesRef CRM-01
LiveNotes, tags and groupsRef CRM-02
LiveActivity historyRef CRM-03
LivePipelines & stagesRef CRM-04
LiveStage-triggered follow-upRef CRM-05
LiveTasks & remindersRef CRM-06
LiveZoho lead pushRef CRM-08
LiveSync to other CRMsRef BET-01
Connects to
Where this fits in the journey.
Questions
Asked about this feature.
Zoho is the deepest connection: a one-directional push with field mapping and group routing. Salesforce, Pipedrive, HubSpot, GoHighLevel and Close connect too.
Next step
See the CRM built for coaching businesses.
Book a short demo. We walk through the AI Assessment, pipeline, follow-up and client portal around your own workflow.