Skip to content

Business

Leads and sales: A pipeline in every business mailbox, filled by bookings, Fields forms and spreadsheets.

Every business mailbox has Leads, a simple pipeline for the people who might buy from you. Bookings and Fields forms add leads on their own, a spreadsheet brings in the ones you already have, and sales analytics will show how your team works them.

What you get

  • A pipeline you name yourself

    Up to 10 stages, a reminder to follow up, and private notes next to each lead’s history.

  • Leads from your booking page

    Anyone who books a time with you, or writes to you when no time suits them, becomes a lead.

  • Fields forms as lead forms

    Connect a Fields form and each answer creates or updates a lead, with the questions you choose filling its name, email, phone and other fields.

  • Import a spreadsheet

    Bring in leads from a CSV or .xlsx file, or an export from another CRM. Columns match up on their own, duplicates are found, and Undo is there for a day.

On the way

  • One record per customer Soon

    With People for business, each lead points to one shared record of the person, so their details are kept once for the whole team.

  • Leads from Facebook and Instagram ads Soon

    People who fill in your lead forms on Facebook or Instagram land in Leads on their own, with the campaign and ad they came from.

  • Who handled which lead Soon

    Each lead’s assignee and every change of stage, by person and team.

  • Sources and conversions Soon

    Where leads come from, and how many of each source are won.

  • Time to first reply Soon

    How long a new lead waits before someone answers it.

  • A team leaderboard Soon

    Leads won and in progress per person, side by side.

Already in every Viremail account

More in Business

Your domain, your team, one price per person.

Your first mailbox is free for a month. No card needed.