Leads and enquiries

Capture enquiries from your website, follow them up and turn them into bookings.

How leads work

Every enquiry starts as a lead. Move it through the pipeline until it is booked, or mark it lost, and see what each stage means.

Adding a lead by hand

Record an enquiry from a phone call, a wedding fair or a social media message so it joins your pipeline.

Turning a lead into a booking

Convert a lead into an enquiry, send the quote, and let the customer confirm. The lead keeps itself up to date from there.

When you can’t take a booking

Mark a lead as unavailable to let the customer know politely, or mark it lost with a reason so your reports show why.

Building an enquiry form

Build your own enquiry form with the fields you want, in columns or steps, with instant quotes, and decide what happens when someone sends it.

Adding forms and widgets to your website

Paste one snippet into your website, then add your enquiry form, your packages and a portal login button wherever you want them.

Form submissions and lead sources

Every form submission is kept, even when it didn't become a lead, and lead sources show you where your bookings come from.

Taking meeting notes

Take structured notes during a consultation call or visit, using your own templates, with action items that appear on your dashboard.

Still stuck?

Tell us what you are trying to do and we will point you in the right direction.