Lead Management

Lead Management

Capture every enquiry, see who owns the next follow-up, and move leads through a pipeline without losing them in a spreadsheet.

Lead details

What you get with Lead Management

  • Make calls

    Call from the lead.

  • Send emails

    Email without leaving Foxtra.

  • Make bookings

    Book a time on the lead.

  • Record activities

    Keep follow-ups on the timeline.

  • Create tasks

    Assign the next step.

  • Record notes

    Write it on the lead.

  • Issue quotes

    Quote from the same record.

  • Custom pipeline

    Set stages to match how you sell.

Ready to run your business from one place?