Built for the messy reality of selling
Three things the Leads module handles, so your team spends its time on the work rather than the admin around it.
Capture from anywhere
Web forms, inbound email, spreadsheet import and the REST API all land in the same list with the source recorded.
Assign the moment it lands
Round-robin across a team, or rules based on source, region, product or value.
Never miss the next action
Every lead carries a next action and a date. What is due sits on the dashboard; what has slipped is visible to the manager.
Leads is not a standalone tool
It shares a database with every other module, so a record carries its history forward instead of being re-typed at each stage.
Common questions about Leads
Can we capture leads directly from our website?
Yes. Embed a form on any page or post to the REST API from an existing one. Both routes create the lead, record the source and fire your assignment rules immediately.
What happens to a lead when it converts?
It becomes a client record and, if you use them, an estimate or project. The enquiry, emails and notes stay on the record; nothing is re-typed.
Is Leads included in every plan?
Every Qubi 360 plan carries all 43 modules. Your admin decides which are switched on for the company, and separately what employees and clients can reach.