Sales leads
The issue
Names parked as fake jobs just so you do not forget to call back.
Track leads with salesperson and follow-up dates, then convert into a real job when they ask for a quote.
Leads are available on all plans. Custom automation rules for leads require Pro.
When someone rings about a worktop, log them as a lead - contact details, source, salesperson, and next follow-up - without cluttering the jobs board.
One click creates the customer and job from the lead. Contact details carry over, then you quote in CounterGo and import the PDF on the job as usual.
On Pro, custom automation can watch lead follow-up dates and last activity - so overdue or no-response leads ping the salesperson or office instead of sitting forgotten.
Who it helps
Chase callbacks from a dedicated list - then convert when the quote conversation starts.
Jobs board stays for real work, not every phone enquiry.
Fewer “did anyone call them back?” surprises when office follow-ups are visible.
Start your 14-day free trial or book a demo with our team. Built specifically for stone and worktop fabricators.
