Build a working lead database where each profile stays connected to campaign sublists, service files, booking history, and client communications.
Leads
Lead management and campaigns
Keep lead profiles, campaign lists, follow-up status, booking history, calling activity, and email outreach connected in one service-business CRM.
Create focused outreach lists, import and map CSV fields, flag phone-number conflicts, assign workers, and configure lead statuses around the way your team follows up.
Run email campaigns with test sends, controlled delivery, campaign history, and unsubscribe handling built in.
Approved Canadian beta teams can add calling campaigns, direct SMS outreach, active-call monitoring, recordings, transcripts, and call logs through a provisioned Interdatum business number.