Run
One lead. One history. Nothing to remember.
The application, the call, the agreement and the payment are the same person. Not five entries in five tools that you keep in step by hand.
Know exactly where every lead is.
Not roughly, and not by opening four tabs. One list, one stage each, and the ones that have been somewhere too long marked as such.
See what needs following up without remembering it.
The business tells you. An item clears itself when the thing it was about actually resolves, so the list is never a backlog of jobs you already did.
Keep calls, agreements and payments on the same person.
Nothing gets retyped between tools, and nothing has to be reconciled at the end of the month.
Acquire
Where do people come from?
Convert
What happens to them?
Activate
Do they start well?
Retain
Do they stay?
Grow
What should change?
- AcquireWhere do people come from?
- ConvertWhat happens to them?
- ActivateDo they start well?
- RetainDo they stay?
- GrowWhat should change?
- Lead
- Application
- Call
- Agreement
- Paid
- Client
What else is in here
Application forms that create the person, the opportunity and the source in one step. Tasks and notes on the record rather than beside it. A unified inbox, so the reply and the stage are one thing. On Pro and above, once a mailbox is connected.
Configurable pipeline stages with the coaching blueprint as the default, and more than one pipeline on Team.