Turn inquiries into booked consultations
Every new inquiry lands in one list your team can search, filter, and work through without guessing who owns what.
- Searchable, filterable lead list with pagination and multi-select actions
- Kanban pipeline across sales stages you name, colour, and reorder yourself
- Duplicate detection when adding a lead, so the same person is not worked twice
- Owner assignment, status changes, contacted flags, and free-form notes
- Convert a lead to a patient record without re-entering their details
- Per-lead task list with due dates, plus an overdue queue on the dashboard
