No enquiry left without a next step
An enquiry is easiest to lose in the first week. Ours arrive in the CRM with the person's consent on record, land in a pipeline, and show up on your home screen until someone acts on them.
Capture: consent first, then the conversation
- Website forms into your CRMEvery enquiry becomes a lead record, with the page it came from.
- Consent you can proveA confirmation email, the exact consent wording and the time it was given, kept as evidence.
- Never pre-tickedEnquiry consent and marketing consent are separate, and both start unticked.
- Easy to withdrawUnsubscribe links work, and withdrawals are recorded against the lead.
Nurture: a pipeline that asks what's next
- Pipeline stagesFrom first enquiry to meeting, documents and onboarding, in the stages your firm uses.
- Tasks with owners and datesEvery lead carries its next follow-up, so none sits without an owner.
- Practice Desk dashboardYour CRM home page shows the pipeline, today's tasks and upcoming reviews, with one-click drill-down.
- Content that answers questionsQuestions leads ask become topics for next month's posts.
Built on Zoho CRM in your own account. Automated email sequences for nurturing are on our roadmap.
Whose leads are they?
Yours. Leads captured through your forms belong to your firm. We never contact them, sell them or use them for any distribution business, including the practice we are related to. This is written into our agreement and the conflict-of-interest disclosure.