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Lead CRM & Pipeline

Not another CRM to fill in by hand. Calls, forms and callbacks land here on their own, already qualified.

Lead pipeline board with deal stages

What it does

In plain terms

  • Captures every lead from your website, calls and callbacks into one pipeline.
  • Carries the qualification from the Aria call straight onto the lead record.
  • Tracks stage, next action and owner so nothing sits untouched.
  • Stores recordings, transcripts and viewing history against each contact.

How it works

From setup to booked appointment

1

Leads arrive on their own

Forms, calls and callbacks all write into the same pipeline — no manual entry.

2

They arrive qualified

Budget, area, timeline and intent are already filled in from the conversation.

3

You work the board

Drag between stages, see what is stale, and see who is due a call today.

4

History stays attached

Every call recording, transcript and booked viewing lives on the contact record.

See it working

Live demo

This is the pipeline board in your dashboard. Shown with sample data — your real client information is never public.

Lead pipeline board with deal stages and lead cards

What you get

Included in the setup

  • Visual pipeline with custom stages
  • Automatic lead capture from every channel
  • Call recordings and transcripts per contact
  • Meeting and viewing scheduler
  • CSV export whenever you want your data

Who it is for

Agents juggling leads across a notebook, a spreadsheet and three inboxes.

Get started

Want Lead CRM & Pipeline set up for your business?

Take the full platform or pick the pieces you need. Tell us how you work today and we will show you exactly what changes — no obligation, no pressure.

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