Lead Manager / Workspace
Your work.
One clear view.
Bring leads, contacts, quotes and your next steps together. Start your free trial and shape Workspace around the way your team works.
Built for what comes next
One workspace.
Endless possibilities.
Start with the way you work today. Bring customer records, forms, email and workflows together, then connect the tools your team already relies on.
- Custom fields, views and sales pipelines
- Email, forms and workflow projects
- Shared media and reusable templates
- PHP and JavaScript website connectors
- Zapier and Make through authenticated webhooks
Provider accounts, permissions and setup are required. Connections are not enabled automatically.
Explore connections
Lead ManagerCapture → organise → follow up → improve
01 / Your tools in one place
Your workspace.
A clear starting point.
Open CRM, projects, accounting, reports and studios from one shared home. Keep your tools and account connections within reach.
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02 / The people behind the work
Your contacts.
All in context.
Search and filter contacts, review their status and source, then tag the people who need follow-up. Keep the customer record close to the work.
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03 / Keep the work moving
From a handover
to the next action.
Review work items with their status, scheduled date and value beside each related opportunity. See what is active, planned or blocked.
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04 / Understand the signals
Reporting that shows
what needs attention.
See recorded revenue, new leads, marketing spend and cost per lead alongside their trends. Use these signals to decide where to focus next.
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Ready to explore?
Try it with your
business in mind.
Create your account and take the next step with your team. Already have an account? Sign in to continue your work.
Your business. Your configuration.
A plan that fits.
Enterprise-grade software, configured around you.
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| WORKSPACE PLANS Monthly starting prices. | |||
| Workspace customization | ✓ | ✓ | ✓ |
| Team members | Up to 2 | Up to 5 | Up to 15 |
| Leads & contacts | ✓ | ✓ | ✓ |
| Form Studio & enquiry capture | ✓ | ✓ | ✓ |
| Email templates & website exports | ✓ | ✓ | ✓ |
| All four Lead Studios | — | ✓ | ✓ |
| Configured workflows | — | Up to 3 | Up to 10 |
| Assisted integration setup | — | 1 supported integration | Up to 3 supported integrations |
| Onboarding | Email support | Guided onboarding | Team onboarding & training |
| Monthly optimization review | — | — | ✓ |
| Priority support | — | — | Business hours |
Limited-time free setup with Startup, valued at over R30,000. Enquire about what is included. Your setup scope is agreed before work begins.
Need a custom rollout? Let’s build it around you ↗