Every lead answered. Every sale tracked.
We set it up for your team. You close and scale.
- Set up by H3
- Team training
- Your own domain
Dashboard
Welcome back, Demo Admin. Here's your team at a glance.
Monthly Lead Distribution - Oct 2026
Where this month's leads currently sit. Resets at the start of next month.
Total
113
0 ads · 113 manual
In Pool
7
from this month
Direct → Agent
76
Booked
4
Total leads
140
Open
117
Booked
7
Conversion
5%
New (7d)
35
Reminders
4
Pipeline by Status
Where leads are sitting right now
Avg Time in Status
Where leads get stuck (hours)
The journey of a lead
From first contact to money in
New lead
A lead comes in from Facebook, Instagram, your website, a phone call or a walk-in.
Lead Pool
It lands in the Lead Pool instantly, with the form and ad it came from.
Assigned
It goes to a single agent, a department or a team, by your rules. Nobody waits.
Sarah Mitchell
To a single agent
Sales department
To a department
Rentals · Team A
To a team
Next free agent
Round robin in the team
First call
The agent calls. Every call and note is saved on the lead.
00:00
On call · logged on the lead
Reminder
Not ready yet? A callback is set and the reminder fires on time.
Follow-ups
Follow-ups move the lead through your own stages.
Booked
The deal is agreed and the lead is marked Booked.
Onboarded
Onboarded. The payment is recorded against the lead.
Onboarded · Payment
$4,800
$$$$Report
Reports show which ad brought the sale, and what it cost.
Facebook · Spring OfferROAS 4.8x
One place for every lead
Plug in. See everything.
Leads come from
Your business gets
Mobile app
Your team, on the move
Same leads as the web portal, always in sync.
New lead waiting for you
Laura Collins · RENT-APT · FB
My Leads
5Leads assigned to you.
#151FB
Laura Collins
Northpoint Realty
New Lead
HighNo callback
#142IG
Ryan Rivera
Ridge Builders
Negotiating
LowCB: 24/10/26 06:59 PM
#137FB
Leo Grant
Oakline Group
Token Received
MediumCB: 25/10/26 11:00 AM
#143FB
Ava Bailey
Beacon Holdings
Site Visited
HighNo callback
#138IG
Ella Price
Crescent Living
Booked
HighNo callback
Done for you
We set it up. You scale.
We map your process
Teams and statuses
We connect your sources
Ads, website, sheets
We train your team
Rules, roles, reports
You scale
We stay with you
Industries
Built for teams that live on leads
Real estate
- 1New lead
- 2Site visit
- 3Negotiating
- 4Token paid
Olivia Davis
London · just now
- Budget
- $450k
- Bedrooms
- 3
- Move-in
- Spring
Assigned to
Sarah Mitchell
Reminder
Site visit, Sat 11:00 am
Education
- 1Enquiry
- 2Counselling
- 3Documents
- 4Enrolled
Liam Brown
Toronto · just now
- Course
- MBA
- Intake
- Fall
- Mode
- Online
Assigned to
Maria Chen
Reminder
Counselling call, 4:00 pm
Clinics
- 1Request
- 2Callback
- 3Booked
- 4Visited
Ava Martin
Sydney · just now
- Service
- Dental
- Day
- Monday
- Time
- Morning
Assigned to
Daniel Reed
Reminder
Confirm booking, 10:30 am
Insurance
- 1Quote
- 2Follow-up
- 3Documents
- 4Policy sold
Noah Clarke
Manchester · just now
- Cover
- Family
- Members
- 4
- Start
- Next month
Assigned to
Adam Brooks
Reminder
Send quote, today
Automotive
- 1Enquiry
- 2Test drive
- 3Offer
- 4Sold
Mia Turner
Dubai · just now
- Model
- SUV
- Budget
- $40k
- Trade-in
- Yes
Assigned to
Sarah Mitchell
Reminder
Test drive, Fri 2:00 pm
Travel
- 1Enquiry
- 2Itinerary
- 3Deposit
- 4Booked
Ethan Hughes
Berlin · just now
- Trip
- Maldives
- Travellers
- 2
- Month
- June
Assigned to
Maria Chen
Reminder
Send itinerary, 5:00 pm
Home services
- 1Quote form
- 2Site survey
- 3Proposal
- 4Installed
Grace Hall
Austin · just now
- Service
- Solar
- Roof
- Tiled
- Bill
- $220/mo
Assigned to
Daniel Reed
Reminder
Survey visit, Tue 9:00 am
Agencies
- 1Client lead
- 2Team
- 3Agent call
- 4Reported
Chloe King
New York · just now
- Client
- Bright Dental
- Team
- B
- Campaign
- Spring
Assigned to
Adam Brooks
Reminder
First call within 15 min
Free setup call
Tell us how you sell today
- A walkthrough with your own lead flow
- A setup plan for your team
- No commitment