Lead management

Lead management is being prepared for release. The app shows whether tracking is available for your workspace.

Agency and active Agency trials can track selected form submissions as leads. Each enquiry keeps its own workflow. Submissions with the same email address stay separate.

Start with the right forms

Open Leads and choose Track enquiries. Pick a form, turn on automatic tracking for new submissions, and add the recent enquiries already stored on that form, one at a time or all at once. The same switch lives under Lead tracking in the form’s General settings. In the Inbox, each enquiry shows its lead stage, and the header offers Track as lead for enquiries that are not tracked yet. Spam and quarantined submissions never become leads automatically.

Work through your pipeline

Use New, Contacted, Qualified, Won and Lost. Change the stage from the list, the pipeline card, the lead panel or the Inbox header. Desktop users can drag cards between columns. Select several leads in the list to move or assign them together. Undo restores the previous stage and any follow-up cleared by closing the lead, unless someone has changed the lead since. Email delivery and reading a message never record human contact automatically; Record contact does, and asks for the follow-up date in the same step. Closed leads offer Reopen.

CRM users and extra seats

Agency includes 3 CRM users, including the workspace owner. In Workspace > Team, enable CRM for accepted teammates using the CRM column. Regular Agency team members remain unlimited; only enabled CRM users occupy CRM seats. Existing teammates start with CRM access off until the owner enables it. Each person counts once per workspace, even when they access several forms.

Additional seats cost $4/month on monthly Agency or $24/year on annual Agency. Review the amount due and recurring total before confirming. Extra seats unlock after payment is confirmed. Pending payments can be completed from the seat panel. Turn off a teammate's CRM access to reuse their seat; their leads and notes remain. Review their assigned leads to pick a new owner.

To reduce your bill, first disable enough CRM users, then reduce Extra paid seats. Unused seats are removed immediately without a refund for the current period; renewal uses the lower quantity. To change the Agency plan or billing cycle in Stripe, remove paid CRM seats first. Canceling Agency cancels its seat charges too. Trials include the 3 seats; subscribe before buying more.

Owners, notes and follow-ups

Assign the workspace owner or a current teammate with CRM access who can access the form. Assignment never grants permission. Notes are visible to CRM users with access to that form and are never sent to the submitter. A lead supports 40 notes of up to 2,000 characters each and keeps its latest 50 activity entries.

A lead has one next follow-up, chosen as a day (Today, Tomorrow, Next week or a picked date) in your timezone. Needs attention groups leads into overdue follow-ups, follow-ups due today and new leads nobody has contacted. These are in-app tasks; no reminder email is sent. Winning or losing a lead clears the next follow-up.

Search and export

Find leads by an exact email address, or filter by form, stage and owner. The lead panel can also list other tracked enquiries from the same address. Counts describe the leads shown; load more to continue, and each pipeline column loads independently. Export uses your current filters and permissions, continues across pages, and supports up to 10,000 leads per export. An export is not a snapshot, so changes made while it runs may affect the result.

Retention and plan changes

Lead data stays with the original submission in its data region. Deleting or expiring a submission also removes its lead data. Marking a lead’s submission as spam hides it from active work without erasing team notes; restoring it makes it visible again.

After a downgrade or trial expiry, new tracking and workflow edits stop. Retained lead data remains readable, exportable and deletable, with existing team permission limits applied. Delete lead data removes the workflow and notes while keeping the submission in Inbox.