Central pipeline
See new, contacted, qualified and converted leads with owner assignment.
LevelUpLeads management
Every enquiry tracked from first touch to converted customer.
Capture website, phone and campaign enquiries in one pipeline. Convert to customers and quotes without retyping details.
Website intake
Public website forms can post directly into LevelUp when integrated.
Convert cleanly
Turn a lead into a customer and quote while preserving history and source.
Source reporting
Optional weekly automation reports revenue by lead source for marketing decisions.
In context
Enquiries arrive from your website, phone, email and campaigns. Leads keeps them in one pipeline with owner, status and source until they become customers and quotes.
Why it matters
Why teams rely on Leads management
Nothing lost
Every enquiry has an owner and status the team can see.
Clean conversion
Turn leads into customers without retyping contact details.
Source insight
Know which channels produce revenue over time.
What's included
What you get with Leads management
- Lead pipeline and statuses
- Owner assignment
- Website and API intake
- Convert to customer and quote
- Source tracking
- Weekly revenue by source automation
Built for
Who uses this day to day
Sales teams
Office administrators
Marketing staff
Business owners
Role permissions control who sees and changes each part of the platform.
No more sticky notes
When a lead sits in LevelUp, the whole team sees status. Automations can notify sales when new enquiries arrive.
Capture from every channel
Website forms, public booking interest and manual office entry can all land in the same pipeline with source labels for reporting.
Work the pipeline
Assign owners, update status as you contact and qualify enquiries, and convert to a customer record when ready to quote.
- New, contacted, qualified and converted stages
- Owner assignment per lead
- History preserved on conversion
Automations for new enquiries
Notify sales or office when a lead arrives so hot enquiries get a response while details are still fresh.
Outcomes
What changes when Leads management is part of your workflow
Faster first response
New leads trigger notifications when automations are enabled.
Visible pipeline
Managers see what is new, contacted or qualified.
Marketing accountability
Connect spend to converted work with source reporting.
Related
Explore more of the platform.
See Leads management in action
Walk through how LevelUp fits your business. We will show you the modules that matter most to your team.