All features
Lead Management
Capture inbound leads from forms or campaigns and convert them to bookings or follow-ups.
In product: SerQfix Admin /dashboard/lead-management
- Lead inbox
- Status pipeline
- Convert to booking
SerQfix Admin
Sales pipeline in Admin.
- 1
Lead list
New, contacted, qualified, converted states.
- 2
Assign owner
Route leads to team members.
- 3
Convert
Create booking or user from qualified lead.
User app
Leads may originate from User app forms.
- 1
Enquiry forms
Contact or callback requests on site.
Provider app
Providers do not manage marketing leads.