TOOL 06
CRM & Contacts
"I've got leads everywhere — how do I keep track?"
A CRM is just a list of everyone who's ever contacted you — with context. Where they came from, what they asked, where they are in the process. It replaces the sticky notes, the mental list, and the spreadsheet you started but never updated.
What this actually looks like
- You've got leads in your email, your DMs, your texts, and your head
- You can't remember who you spoke to last week or what you promised them
- Someone enquires and you lose track of them within 48 hours
- You don't know how many leads you've actually got
How crm & contacts fixes this
Every lead gets a record. Every record has a source, a timeline, and a status. You can see at a glance who's new, who's been contacted, who's booked, and who's gone quiet. No more guesswork.
How this connects to everything else
Your CRM connects to your formsForms & Lead Capture
Your bookingsBookings & Calendar
Your pipelinesPipelines & Sales Tracking