Host capture pages and forms on your site under your brand. Submissions integrate into OnboardMe automatically.
Name, email, lead source, status, value, last updated by, and when.
One functional and informative summary.
Filter by office, partner, and manager, so each owner sees the right pipeline, and not everyone else’s noise.
Record where the lead came from; website, referral, campaigns, partners, and more. Track status from hot and warm, through to proposal prepared, won, or lost.
Enter expected value per lead in your organisation’s currency. Dashboard tiles show total and average value, so you can sanity-check the pipeline in seconds.
Add structured notes with a subject and formatted body, perfect for call summaries, meeting outcomes, and next steps. Notes stay with the lead and entity as the relationship grows.
Prospects find you on your site; qualification and follow-up happen in OnboardMe, so marketing and sales are not fighting two different lists.
Office, partner, and manager filters mirror how teams split ownership, so everyone sees the leads they are responsible for.
See who last changed a lead and when, alongside a full note history for conversations and decisions.
Open any row to work the full client profile, proposals, onboarding, billing, and client-facing steps, and stay on one record from first enquiry onward.
Click through from the leads table to the client record, one profile for contacts, structure, and history.
Create a proposal from the lead row when the opportunity is qualified, no re-entering.
After the win, move into structured onboarding with the same entity, no duplicate client setup.
Share payments, documents, and guided tasks with clients in one place for each proposal, a single client-facing hub instead of scattered emails and one-off links.
