Leads inbox
See new opportunities in a focused queue before they become deals. Search and filter by label or owner.
Clienta sales lead management
Sales lead management software
What is lead management software?
Every new lead needs care if you want prospects to become paying customers. Dump every inbound contact straight onto the pipeline and the first stage clogs — real opportunities hide among cold ones.
The Clienta leads inbox keeps inbound opportunities separate from deals. You search, qualify with labels, connect a web form to the inbox and convert only a ready lead into a deal.
- A queue apart from the pipeline
- Web forms and WordPress on eligible plans
- Source, owner and labels on every lead
What is lead management software?
A lead is useful when you can put effort on the right opportunity.
Lead management means capturing inbound contacts, qualifying them and setting priority so salespeople spend time warming the best prospects — not filling the pipeline with every form and message.
- Keep inbound opportunities in the inbox so the pipeline is not filled with raw leads
- Filter the queue by label, owner and search
- Convert the lead to a deal once it is a real opportunity
Popular lead and deal management features
From the inbound queue to a deal on the board
Qualification labels
Mark leads hot, warm or cold — or use your own labels — so the team’s priority stays visible.
Convert to a deal
Choose the contact, pipeline and stage. Value and source move onto an open deal.
Web forms
Put a form on your site or share a link; each submission creates a lead in the inbox. On eligible plans.
Import from file
Bring a spreadsheet of leads in so a campaign or event is not typed in one by one.
Source and owner
See whether a lead came from a form, WordPress, a campaign or manual entry, and who owns follow-up.
What to look for in lead management software
Lead software should tidy the inbound queue, not clog the pipeline.
If every form creates a deal, you cannot qualify, and conversion means typing the record again, lead management is just a second list.
A queue apart from the pipeline
A raw lead is not a deal. The inbox should hold it until it is ready for a sales stage.
Qualify before you convert
Label, source and owner should be visible so the team knows which lead is first today.
Forms without duplicate typing
A site submission should create the person and the lead — not ask a rep to retype the fields.
Tied to a contact
A lead without a person or organization is not ready to convert. Link the contact from the start.
Conversion that keeps context
Value, source and expected close date should survive conversion, or pipeline reports stay incomplete.
Software feature
Put a web form on your site; submissions land in the inbox.
Building a contact form is slow if fields are not mapped to a person and a lead. In Clienta you connect fields to the contact and the opportunity, style the form and share a link on the site or social media. On plans with web forms and WordPress.
- Name, email, phone and note fields mapped to person and lead
- Preview as a standalone page or an embed
- Share link and WordPress on eligible plans
- The lead appears in the inbox as soon as the form is submitted
Software feature
Leads inbox — keep the first pipeline stage uncluttered.
When a campaign runs and inbound volume jumps, the first deals column fills fast. The Clienta inbox keeps new opportunities separate so you can filter, qualify and send only ready leads to the pipeline.
- Search by title or person
- Filter by label and owner — everyone or mine
- Source shown on every row
- Import from file when the list still lives outside the CRM
From inbound to deal
Move a lead forward without a parallel process.
Inbound records land in the inbox. You qualify, assign an owner and send only a real opportunity to the pipeline.
- 1
The lead arrives in the inbox
You create it, import a file, or — on eligible plans — a web form or WordPress submission creates it.
- 2
You link a person and organization
Attach an existing contact or create one so the lead is ready to convert.
- 3
You qualify and set priority
Add labels, estimated value, source and owner, then filter the queue.
- 4
You convert to a deal
Pick the pipeline and stage. Details copy onto the deal and work continues on the board.
Software feature
Convert a qualified lead into a deal.
When the lead is a real opportunity you should not rebuild the details on the pipeline. In Clienta you choose the contact, pipeline and stage; value, source, expected close date and owner copy onto an open deal.
- Choose the pipeline and first — or target — stage
- Copy value, source and expected close date
- A contact person is required to convert
- Continue on the deals board right away
Software feature
See the lead’s context before you call.
Priority only works if source, organization, owner and labels sit in one view. The lead panel shows that data so you can convert, edit or archive without leaving the queue.
- Person, organization, source and created date at a glance
- Qualification labels beside convert
- Edit or archive without leaving the inbox
- Bulk archive or convert several leads
One queue, three working views
Each role looks at leads around its own question.
Sales representative
Which lead is hot today, who is the contact, and can I convert it to a deal?
Sales manager
How full is the inbound queue, who owns follow-up, and which source brings better leads?
Marketer
Does the site form create leads, or are we still typing them, and is campaign source visible in the inbox?
Leads and deals FAQ
Lead management FAQs
What is lead management software?
It helps salespeople get the most from leads and prospects: capture inbound contacts, qualify, prioritize and follow up until conversion. In Clienta that happens in the leads inbox, before the opportunity becomes a full deal on the pipeline.
What are leads in CRM?
Leads are people or companies that have shown interest but are not yet an open deal. In Clienta you keep a lead in the inbox with a person, organization, estimated value, source and labels.
How does lead management work?
Inbound records arrive from manual entry, file import or — on eligible plans — web forms and WordPress. You filter and label, link a contact and convert when the opportunity is real.
Why is lead management important?
Without a qualification queue the pipeline fills with raw inbound and selling time goes to cold leads. Lead management helps you warm the right contacts and close the cycle faster.
How do you convert a lead to a deal in Clienta?
A contact person is required. You choose the pipeline and stage; value, source, expected close date and owner copy onto the deal, and you continue on the deals board.
Which plan includes web forms?
Web forms and WordPress are available from the Growth plan up. On lower plans you can still create leads by hand or import a file into the inbox.
Tidy the inbound queue before the pipeline clogs.
Start free for 14 days, add a few real leads, qualify one and convert it with your own data.