Pipeline
Lead Management & Attribution MVP

Turn strangers into clients, with proof of what worked.

Capture leads from Events, Social, Connects and Referrals. Nurture across email, SMS and the web. Hand off qualified leads to your experts. Show leadership exactly which source drives revenue.

Capture & nurture

Multi-source intake, interaction timeline, 48h follow-up flag.

Gatekeeper handoff

One toggle moves a qualified lead from Sales to your Expert's Discovery Queue.

Source ROI

See conversion rates per rep and which channels actually produce revenue.