Smart Lead Manager
Login to manage your leads
Security Notice: Contact your administrator for login credentials. Never share your password with anyone. This application uses secure authentication and encryption.
Login to manage your leads
Security Notice: Contact your administrator for login credentials. Never share your password with anyone. This application uses secure authentication and encryption.
What would you like to do?
Manage user accounts and permissions
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Manage client organisations
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Unified view of revenue, performance, pipeline, and marketing metrics
Choose a dashboard view to explore
Which services are driven by which lead sources?
| Service |
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Month-by-month movement across collected cash, invoiced work, and quoted pipeline over the last six months
Highlights where value is concentrated in the pipeline right now
Track cash collected, invoiced value, and fresh quoted work over the last six months
| Month | Collected | Invoiced | Quoted |
|---|
Compare which services have already converted to cash against the revenue that is still open or outstanding
Compare service lines by lead volume, paid revenue, open and outstanding revenue, and conversion quality
| Service | Leads | Paid Leads | Paid Revenue | Open / Outstanding Revenue | Win Rate |
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Detailed breakdown of which services are driven by which marketing channels
| Service |
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A quick view of where value sits across the pipeline and how much each stage is carrying
| Stage | Leads | Revenue | Avg Deal | Share |
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Highest-value live opportunities so you can see where follow-up effort matters most
| Lead | Status | Service | Revenue |
|---|
Opportunities stuck in pipeline for extended periods that may need follow-up attention
| Lead | Status | Service | Revenue | Days In Stage |
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Review lead conversion, pipeline metrics, and revenue analysis
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Which services are driven by which lead sources?
| Service |
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View and update lead progress by stage. Showing: 0 / Total: 0
Business-owner reporting for cash collected, pipeline quality, service mix, and revenue risk.
Month-by-month movement across collected cash, invoiced work, and quoted pipeline over the last six months.
Highlights where value is concentrated in the pipeline right now.
Compare which services have already converted to cash against the revenue that is still open or outstanding.
A quick view of where value sits across the pipeline and how much each stage is carrying.
| Stage | Leads | Revenue | Avg Deal | Share |
|---|
Track cash collected, invoiced value, and fresh quoted work over the last six months.
| Month | Collected | Invoiced | Quoted |
|---|
Compare service lines by lead volume, paid revenue, open and outstanding revenue, and conversion quality.
| Service | Leads | Paid Leads | Paid Revenue | Open / Outstanding Revenue | Win Rate |
|---|
Highest-value live opportunities so you can see where follow-up effort matters most.
| Lead | Status | Service | Revenue | Days In Stage |
|---|
Open leads sitting in the same stage for at least 7 days and likely needing intervention.
| Lead | Status | Service | Revenue | Days In Stage |
|---|
Daily Google Ads performance captured in-sheet and rolled up to monthly report views.
Upload daily Google Ads exports directly into the marketing tabs. Existing rows for the same client and date will be replaced. ImportedAt and ImportedBy are auto-filled, Notes is optional, and Status defaults to Active.
Reach and media efficiency for the selected month.
Day-level media and funnel performance for selected month.
| Date | Spend | Clicks | CTR | Conversions | Leads | Paid Leads | Paid Revenue | ROAS |
|---|
Track whether monthly spend is producing scalable lead volume.
Monitor delivery quality from traffic through to platform conversions.
See where marketing performance converts into real sales outcomes.
Campaign-level media and revenue performance for the selected month.
| Campaign | Network | Spend | Impressions | CTR | Avg CPC | Clicks | Conversions | Leads | Paid Revenue | ROAS |
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Which service themes are turning campaign spend into paid revenue.
Summarised spend, lead quality, and paid revenue by service tag.
| Segment | Spend | Leads | Paid Leads | Paid Revenue | Cost / Lead |
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Define your services and revenue values
| Service Name | Min Revenue (R) | Avg Revenue (R) | Max Revenue (R) | Actions |
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