Lead Management
Capture enquiries, track follow-ups, and see exactly where each lead drops off.
Every enquiry, whether it comes from a walk-in, your website, or a referral, gets logged as a lead with a follow-up owner and stage: new enquiry, trial booked, converted.
The funnel view shows exactly where leads are dropping off, so if trial bookings are converting but new enquiries aren't turning into trials, you know precisely which stage needs attention instead of guessing.
Follow-up reminders keep a lead from going cold because nobody circled back within a few days, which is usually the actual reason a promising enquiry never converts.
How to use it
- 1
Capture the enquiry
Log a lead from a walk-in, call, or website form, with contact details and how they found you.
- 2
Assign a follow-up owner
Route the lead to a staff member responsible for the next touchpoint.
- 3
Move it through the funnel
Update the lead's stage, new enquiry, trial booked, converted, as it progresses.
- 4
Review the drop-off points
Use the funnel view to see exactly where leads stall, and fix that stage specifically.
Questions about lead management.
Can I see which stage most leads drop off at?
Yes, the funnel view breaks down enquiries by stage so you can see exactly where conversions stall.
Does it remind staff to follow up?
Yes, each lead has a follow-up owner and reminder, so enquiries don't go cold from inaction.
Can I track where leads are coming from?
Yes, log the source (walk-in, website, referral, ad) on each lead to see which channels actually convert.
What happens when a lead converts?
Convert a lead directly into a member profile with their plan and payment, no re-entering their details.