From first enquiry to final payment.
Run lead pages on your own website and enquiries flow straight into your dashboard. From first click to accepted proposal, without duplicating data between tools.
Leads capabilities
Turn interest into signed work, without disconnected systems.
Capture
- Website lead forms
- Enquiries land in OnboardMe and notify the right person.
- Bulk import
- Bring existing leads in from a spreadsheet.
- Zapier and API
- Create and update leads from your other tools.
Work the pipeline
- Table or board
- Search a list or drag cards across a Kanban board.
- Your statuses and sources
- Hot, warm, won, lost, or your own labels.
- Filters by owner
- Office, partner and manager views.
Track the value
- Leads dashboard
- Total and average deal value at a glance.
- Deals pipeline
- Value, status and notes in their own board.
- Lead notes
- Call summaries and next steps, with history.
Benefits
Why teams use Leads in OnboardMe
Website and pipeline together
Prospects find you on your site; qualification and follow-up happen in OnboardMe, so marketing and sales share one list.
Clear ownership
Office, partner and manager filters mirror how your team splits ownership.
Transparent activity
See who last changed a lead and when, alongside a full note history.
Ready for the full journey
Open any lead to work proposals, onboarding and billing on one record from first enquiry onward.
Leads dashboard
Your whole pipeline on one screen.
See every lead with its source, status and value, filter by office, partner and manager, and watch total and average value update as you work.
- Table or board view
- Office, partner and manager filters
- Charts by status and source
- Bulk import from a spreadsheet
Works with the rest of OnboardMe
Every module shares the same client record, so work moves from one step to the next without re-entering data.
From your website to a signed proposal.
Leads gives you a practical pipeline without bolting on another app. Your website attracts them, and OnboardMe carries the relationship forward.
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