Turn every enquiry into a booked job
Website forms, calls and referrals land in one pipeline. Follow up on time, spot duplicates and convert a lead to a client and quote in one click.
Leads & pipeline that just works
Website capture
Add a small script to your site and form submissions arrive as leads automatically.
Clear pipeline
New, contacted, quoted, won — see every lead's stage and value at a glance.
Follow-up tasks
Set tasks and due dates so no enquiry goes cold.
Duplicate merge
Spot repeat enquiries from the same person and merge them.
One-click convert
Turn a won lead into a client with their details carried over.
Source tracking
Know which channels bring work, with win rate by source.
Capture leads from your website
Copy a snippet from Settings and paste it into your website. Every form submission becomes a lead with the page and source recorded.
- Works with your existing forms
- Source and page tracked automatically
- Instant notification to the office
From lead to client in one click
When a lead is won, convert it — contact details, property and history carry over to a full client record.
- Client profile with jobs, quotes and invoices
- Quick actions to call, email or quote
- Full activity timeline
Three steps to get going
1. Create your free account
No credit card — add your business, services and prices.
2. Invite your team
Staff join by email and get their own worker portal.
3. Start using leads & pipeline
It's connected to everything else from day one.
Works even better together
Quotes
Send quotes clients approve online.
Client portal
Requests, approvals, visits and invoices for clients.
Reports & insights
40+ reports on revenue, jobs, team and profit.
Common questions
No rebuild needed. You paste a small script on pages with forms and TasksBook captures submissions as leads.
Yes. Add phone or walk-in enquiries from the New lead button, or from the Create menu anywhere in the app.
Convert it to a client in one click — contact details and property carry over so you can quote straight away.
Try it with your own business — free
No credit card or payment details. Set up and invite your team in minutes.