What Happens After the Form
Form submission is the start, not the end. 6 features that visualize the entire lead lifecycle — from first inquiry to closing — so nothing falls through the cracks and you can see exactly where deals stall.
Every lead, every stage, one view
Kanban-style board showing each lead's position from New to Closed. Cards carry temperature, SLA status, communication flags, and the assigned agent — scannable at a glance, no clicking required.
- Eight columns: New → Contacting → Qualified → Committed → In Contract → Closed (+ Archived, Trashed)
- Cards show temperature, SLA status, communication flags, and assigned agent in one glance
- Click any card to drill into the full lifecycle timeline
- Light and dark mode tested across every state, with empty-column placeholders
See where leads drop off — and why
Stage-by-stage conversion rates, median time in each stage, and growth vs. the prior period. Filter to a single agent to compare close rates across the team.
- Stage-by-stage conversion percentages, color-coded green/amber/red so bottlenecks pop
- Median time-in-stage per transition, computed only from leads that advanced (no skew from stuck leads)
- Growth vs prior period per stage — catch stalls before they show up in revenue
- Filter to a single agent to see personal conversion rates, compare across team
- Window toggle: 7d / 30d / 90d / All time
Hot leads bubble to the top
Each lead carries a HOT / WARM / COLD badge derived from their browsing patterns, saved favorites, agent responses, and explicit motivation signals. Cools off automatically when activity stops.
- HOT / WARM / COLD bucket based on engagement signals: views, saves, agent responses, motivation
- Decays automatically — a lead that ghosts cools off over days, not minutes
- Sticky signals (e.g. "ready to buy" agent flag) bypass decay for a fixed window
- Pure compute — score is a function of the event stream, no separate write path to invalidate
Catch slipping response times before they cost a sale
Industry research shows conversion drops sharply past five minutes of dead air. Every new lead carries a live countdown; breached SLAs get a red border on the card so nobody on the team can miss them.
- Five-minute target — backed by industry research on response-time conversion correlation
- Live countdown on every NEW card while the clock is running
- Breached SLAs get a red border + chip on the card so they can't hide in a busy column
- On the detail page: full SLA history — "Contacted 11h 55m past target" rather than just a status
Every action on a lead, on one page
Click any lead and see the full audit trail — state transitions, contact attempts, motivation signals, reason codes for setbacks, and who did what when. Tagged 'Scribe' when the system acted on its own.
- Vertical timeline with from→to state transitions, payload previews, and reason codes
- Actor attribution — who did what when, with email/name for human actions
- "Scribe" tag for autonomous system actions (auto-routing, scheduled timeouts)
- Includes recovery edges: archived leads that re-engage, trashed leads that update contact info
Explicit opt-outs, granular control
Do Not Contact, Unsubscribed, and per-channel blocks (no email / no text / no call) on every lead. Composes cleanly with state — a Closed lead can be Unsubscribed without losing the relationship history.
- Do Not Contact: blocks every channel, with a logged reason
- Granular per-channel flags: no email / no text / no call independently
- Unsubscribed distinct from DNC — blocks marketing email only, transactional still flows
- Soft-clear preserves audit history — every set and clear stays in the table
See the pipeline live
The fastest way to understand what these features feel like is to click through the populated demo. Two minutes from now you'll know if it fits.