Never let a lead go cold
Capture, qualify and work every lead through a visual pipeline — with an AI lead manager suggesting the next best move at each stage.
AI Lead Management
Pipeline and follow-ups
Capture, qualify, close
Every lead moves forward — nothing sits and goes cold.
Capture
Leads flow in automatically from your public forms and chat, assigned by your rules.
Qualify
The AI scores and prioritizes each lead so your team works the hottest ones first.
Close
Get the next-best action and a drafted follow-up for each stage, ready to send.
Leo works the pipeline for you
The AI lead manager reads each lead in context, tells you who to chase next, and drafts the outreach — so follow-ups actually happen.
- Automatic lead scoring & prioritization
- Suggested next step per stage
- Drafted follow-up emails, ready to send
A pipeline that never drops a lead
Stages you control, values on every card, and automation that keeps the follow-ups moving.
- Drag leads across custom stages
- Deal value & owner on every card
- Auto-capture from forms and chat
- Assignment rules route new leads
- AI next-best-action per lead
- Activity history on every contact
Frequently asked
Your public lead forms and chat feed new leads in automatically, assigned by your rules — or add them manually.
It scores and prioritizes leads, suggests the next best action for each stage, and drafts the follow-up for you.
Yes — build the pipeline stages that match how your team sells and drag leads across them.
Explore the rest of the platform
One workspace. Everything your agency runs on.
Turn more leads into clients
A visual pipeline with an AI lead manager working every stage for you. On Teams and above.