Leads, free audits and proposals
Turn website requests into audited leads and proposals ready to send.
Add the free audit form to your website. Every request becomes a lead with an automatic audit of their site, so you know what to say before you reply.
- 1Set up your lead form, price list and packages in Settings → Agency.
- 2When a lead arrives, review the audit and the suggested package.
- 3Send a proposal. The client can read it, accept it with their name and you're notified straight away.
- 4Accepted proposals set up the project and invite the client to their portal.
Pipeline tracks every deal from lead to signed, so nothing waits too long for a reply.
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