Lead Intake

Capture every call,
qualify every lead.

Log contact details and qualification context from each phone conversation. Leads land in your contact list with full sales context for follow-up.

Qualification captured

Contact details
Purchase timeline
Financing status
Call notes

Internal tool · do not share externally

Lead Intake

New lead capture

Enter the contact and qualification details from this phone call.

First name

Last name

Phone

Email(optional)

Purchase timeline

Sales Qualification custom field

Financing status

Sales Qualification custom field

Call notes

Added to the lead record for the follow-up team.

Saved to your contact list with the qualification fields above.