Lead Management Features
Intake forms, kanban pipeline, proposal linking, and one-click client conversion.
Branded lead capture forms you embed on your website or share as a link. When submitted, a lead is auto-created in the pipeline. No checkout clutter — just clean lead capture.
Visual board with fixed stages: New → Contacted → Proposal Sent → Won → Lost. Drag leads between stages. See your entire pipeline at a glance.
Link proposals and contracts directly to leads. When a proposal is accepted, the lead stage auto-advances to Won. No manual status updates.
Won leads convert to a full Client + Organization in one click. Contact info, files, and conversation history carry over automatically.
Intake Form → Lead Created → Send Proposal → Proposal Accepted → Convert to Client → Create First Request. One continuous workflow.
See conversion rates by stage, average time in pipeline, and lead source performance. Know which intake forms bring the best clients.
Why Agencies Need a Leads Pipeline
Most agencies track leads in email, spreadsheets, or a CRM that does not connect to their delivery tool. By the time a lead says yes, you are re-entering data into three systems. Not anymore.
Visual Pipeline
New → Contacted → Proposal → Won
How It Works
From intake form to active client in four steps.
Build a branded intake form with the fields you need. Embed it on your website or share the link directly.
When a form is submitted, a lead is auto-created in the "New" stage. You get notified immediately.
Link a proposal or contract to the lead and send it. The lead moves to "Proposal Sent" automatically.
When the proposal is accepted, the lead moves to "Won". Click once to convert them into a full client with organization.
Who Uses It
Any agency that captures inbound leads and converts them into clients.
Embed intake forms on your portfolio site. Leads fill out project details, you send a proposal, they accept, you start work — all tracked in one place.
Capture inbound leads from your landing pages. Qualify them in the pipeline. Send scoped proposals with pricing. Convert the winners.
Let prospects describe their project via intake form. Review requirements, send estimates, and convert accepted proposals into active clients.
Track discovery calls and follow-ups in the pipeline. Attach SOWs and contracts. Convert to retainer clients when they sign.
Frequently Asked Questions
AgencyPro's leads pipeline is purpose-built for agencies that sell services. It connects directly to proposals, contracts, and client creation — so when a lead says "yes" you can start delivering work immediately, not export a CSV to another tool.
Yes. Add text fields, dropdowns, file uploads, budgets, timelines — whatever you need to qualify a lead. Forms are fully branded with your logo and colors.
A Client record and Organization are created automatically with all the lead's information. You can then create requests, send invoices, and give them portal access immediately.
Yes. When you link a proposal to a lead and the client accepts it, the lead automatically moves to the "Won" stage. No manual dragging required.
Leads pipeline and intake forms are available on Pro ($79/mo), Plus ($149/mo), and Enterprise plans. Also included on all AppSumo tiers.