Leads

Every lead-form submission lands here, as a list or a drag-and-drop board.

• —Drag a card to change its lead status
• —Filter by form, status and date range
• —Open any lead to see all its submitted field values
• —Export the full filtered set to CSV

Lead analytics

Pick a period — this month, last month, last 3 or 6 months, or all time.

Six tiles: total leads, converted, conversion rate, cost per lead, revenue, and ROI. Then charts for leads over time, status distribution, leads by source, and leads by agent with per-source conversion rates.