PRODUCT / LEADS

Turn every enquiry into a clear next step.

FollowUpPro Leads gives your team one structured place to capture, qualify, assign and move opportunities through the sales process — without losing the history behind each lead.

Start Free Explore Lead Management
Capture Qualify Assign Convert
New lead captured
Lead Pipeline 128 open
Search leads
Filter
+ New Lead
New08
AI
Acme IndustriesWebsite enquiryHigh priority
BH
Bright HomesReferralAssigned
Qualified06
NS
NorthstarDemo completedFollow-up today
VL
Vertex Ltd.Proposal sentAwaiting reply
Won04
OS
Orbit SystemsConvertedProject started
Lead qualifiedNorthstar moved to Qualified
01 / LEAD CAPABILITIES

Everything needed to manage the opportunity.

Give every lead a clear owner, stage, priority and next action while keeping the complete relationship history available to the team.

CAPTURE

Bring leads into one structured record

Store the information your team needs from the first enquiry and keep the record ready for the next action.

  • Lead details
  • Contact information
  • Source tracking
  • Notes & context
QUALIFICATION

Know which opportunities need attention

Use status, priority and pipeline stage to organize the sales queue.

  • Status
  • Priority
  • Pipeline stage
  • Next action
ASSIGNMENT

Put every lead with the right person

Make ownership visible so leads do not remain without a responsible team member.

  • Staff assignment
  • Ownership
  • Team visibility
  • Reassignment
PIPELINE

Move opportunities through your process

Use configurable pipelines and stages to reflect how your business qualifies and closes opportunities.

  • Multiple stages
  • Stage movement
  • Pipeline visibility
  • Process consistency
FOLLOW-UP

Connect every lead to its next action

Move naturally from lead management into follow-ups, activities and customer conversion without breaking the relationship history.

  • Schedule follow-ups
  • Activity timeline
  • Reminders
  • Lead conversion
CONTROL

Adapt the process to your organization

Keep your lead workflow aligned with permissions and configuration.

  • Custom fields
  • Status configuration
  • Permissions
  • Workflow rules
02 / LEAD JOURNEY

One lead. One connected journey.

Follow the opportunity from first enquiry to conversion while keeping ownership and activity visible at every step.

01CapturedLead enters the workspace.
02QualifiedTeam identifies the opportunity.
03Follow-upNext customer action is scheduled.
04ProposalOpportunity moves toward a decision.
05ConvertedLead becomes a customer.
CONNECTED CONTEXT

The history stays with the relationship.

When a lead moves forward, your team can continue working with the same relationship context instead of starting again from a blank record.

Lead details Source & ownership Follow-up history Activities Conversion Customer handoff
03 / PIPELINE CONTROL

Make the sales process visible.

Pipeline stages give managers and team members a common view of where opportunities stand and what should happen next.

Configurable stages Lead ownership Priority visibility Status tracking
SALES PIPELINETHIS WEEK
New24+8%
Qualified16+12%
Proposal09+4%
Won06+18%
OPEN OPPORTUNITIES49Across active stages
04 / TEAM EXECUTION

Everyone knows who owns what.

Lead ownership, activity and status changes give your team a shared operational view.

Clear ownership

Assign each lead to the responsible staff member and keep ownership visible.

Complete activity trail

Important lead actions can be recorded so the team can understand what changed.

Next action awareness

Connect leads with follow-ups and reminders so opportunities keep moving.

Easy handoff

Move qualified opportunities toward customer and delivery workflows without losing context.

05 / LEAD REPORTING

Understand your lead pipeline.

Lead management becomes more useful when managers can see volume, movement, ownership and outcomes in the same system.

Lead overview Pipeline reporting Team visibility CSV & PDF exports
LEAD OVERVIEW
OPEN128
QUALIFIED42
WON18
Lead movementLast 8 weeks
06 / QUESTIONS

Before you start.

A few common questions about managing leads in FollowUpPro.

Can I assign leads to team members?

Yes. Lead ownership can be assigned to the appropriate team member, with access controlled through your organization's permissions.

Can I use different lead stages?

FollowUpPro supports configurable pipelines and stages so organizations can structure the lead journey around their process.

Can a lead be converted to a customer?

Yes. Lead conversion is part of the connected CRM workflow, allowing the relationship to move into customer management.

Can leads have follow-ups and activities?

Yes. Follow-ups and activity history can remain connected to the lead so the next action and previous work are visible together.

Can I export lead reports?

FollowUpPro includes CSV and PDF export capabilities within its reporting workflow.

READY WHEN YOU ARE

Give every lead a next step.

Capture opportunities, keep ownership clear and connect every lead to the work that follows.

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