Managing Leads

LeadInbox is your operational queue for leads captured from booking pages, widgets, manual entry, and reply-driven intake.

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  Lead list and queue

  See new and active leads in one operational queue instead of checking forms, email, booking requests, and messages separately.

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  Origin and context on the record

  Lead details can include source, captured answers, requested service, preferred store or staff, campaign context, and booking-related notes.

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  Immediate next actions

  Office staff can move directly into contact, follow-up, booking, quote, or recovery workflows from the lead record.

Track lead status to manage your follow-ups:

Filter and sort options to manage leads efficiently:

• • By status — Separate new leads from active follow-up and closed outcomes.
• • By date — Prioritize the newest leads first or work through an older backlog intentionally.
• • By source — Track where leads came from, including booking pages, widgets, ads, direct traffic, and other acquisition paths.
• • By priority or score — When AI or qualification signals are available, work the highest-intent leads first instead of treating every inquiry the same.

Get notified instantly when new leads come in:

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  SMS alerts

  Use text alerts when speed matters and the team needs to react before the lead cools off.

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  Email alerts

  Send a fuller lead notification when the office needs the full context in writing.

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  Quiet-hour control

  Reduce unnecessary overnight interruption while keeping the lead safely logged for the morning queue.