luckpanda
CRM module

Lead management

Leads are being built. Prospects from your forms, chatbot and outreach will land in one list in your CRM, and become clients when they buy.

Leads in LuckPanda for Fernhill Studio: showing new leads 23; open 20; follow-ups overdue 0. Rows include Project enquiry: Sofia Marin Sofia Marin · sofia@olivarestudio.example.com, Olivare Studio, Open, Unassigned, Not set; Project enquiry: Marcus Lee Marcus Lee · marcus@tidewaterbrewing.example.com, Tidewater Brewing Co., Open, Unassigned, Not set; Project enquiry: Ellen Fischer Ellen Fischer ·…
Leads in LuckPanda for Fernhill Studio on a phone: showing conversion 66.7%. Rows include Project enquiry: Sofia Marin Olivare Studio · Open; Project enquiry: Marcus Lee Tidewater Brewing Co. · Open.

What you can do with leads

  • Will collect leads from forms, your website chatbot, outreach and manual entry.
  • Will record where each lead came from.
  • Will give each lead an owner and a next step.
  • Will turn a lead into a client without retyping their details.
  • Will flag likely duplicates before they are created.

Questions

Can I manage leads today?

Not yet. Leads are being built. Client records are live now.

Will chatbot conversations create leads?

Yes. When a visitor leaves their details, the chatbot will save them as a lead with a follow-up task.

Keep everything you make

Sign in with your email and your drafts become documents in your own business, with clients, payments and books alongside.