Leads CRM
Manage your entire sales pipeline from first contact to signed deal.
Key benefits
Never miss a follow-up
Automatic reminders and scheduled follow-ups ensure every lead gets the attention it deserves.
Visual pipeline management
Drag-and-drop Kanban boards make it easy to see where every deal stands at a glance.
Convert leads in one tap
Go from lead to proposal to signed deal without ever leaving the platform.
Full activity history
Every call, email, note, and interaction is logged automatically — so nothing gets lost.
How it works
The Leads CRM gives your sales team a complete pipeline management tool built specifically for field service businesses. Using an intuitive Kanban board, reps can track every lead from initial contact through qualification, proposal, and close — ensuring nothing falls through the cracks.
Each lead captures essential customer information, property details, and interaction history. Reps can log phone calls, schedule follow-ups, attach notes, and convert leads to orders with a single tap. Automatic reminders ensure timely follow-ups, while pipeline analytics give managers visibility into team performance and forecasting.
Unlike generic CRMs that require extensive customization, the Leads CRM is pre-configured for field service workflows. It integrates seamlessly with the rest of ServiceCart Pro — so when a lead is ready, your rep can immediately build a cart, send a proposal, and close the deal without switching tools.