Contacts & Leads

Capture every lead, lose none of them

Turn bookings and form submissions into organized contacts automatically — deduped, tagged by source, and ready for your team to act on.

  • Auto-capture from forms and bookings
  • Deduplication by email, always
  • Lead source tracked on every contact
Lead captured
Contact formsubmitted
JD
Jordan Diaz
jordan@example.com
Synced
SourceCustom form

What you can do with contacts & leads management

Leads that arrive on their own

Point a booking form or custom form at a contact list and new leads flow in the moment someone submits — no exports, no copy-paste.

No more duplicates

Every incoming contact is matched by email. Existing people get updated in place instead of cluttering your list with copies.

Know where leads come from

Each contact records its source — booking form, custom form, or added manually — so you can see which channels actually work.

Ready for the whole team

Grant the contacts module to the people who need it, and everyone works from the same up-to-date lists.

From first touch to closed deal

Once a lead is in, move it through your pipeline, add notes and custom fields, and follow up with full context. Contacts and leads live in the same place as your bookings and forms, so nothing is siloed.

  • Pipeline status on every contact
  • Custom fields and notes for context
  • One home for contacts, bookings and forms
Lead captured
Contact formsubmitted
JD
Jordan Diaz
jordan@example.com
Synced
SourceCustom form

Ready to try contacts & leads management?

Start free today — no credit card required — and turn on the modules you need.