Lead Tracking
Follow up on inquiries and convert leads into booked clients.
Not every inquiry becomes a booking — but with proper tracking, you can increase your conversion rate dramatically. creavio's lead tracking helps you manage every inquiry from first contact to signed contract.
How Leads Enter the System
Leads are created automatically from:
- Contact form submissions on your website
- Manual entry when someone reaches out via phone, DM, or in person
- Email inquiries forwarded to your creavio inbox
The Lead Pipeline
Go to CRM > Leads to see your pipeline. Leads move through stages:
- New — just received, needs initial response
- Contacted — you've responded, waiting to hear back
- Qualified — good fit, discussing details
- Proposal Sent — pricing or contract shared
- Booked — contract signed, deposit received
- Lost — didn't convert (with reason tracked)
Drag leads between stages or use the dropdown on each lead card.
Lead Details
Each lead card shows:
- Contact information and inquiry source
- Session type and date requested
- Budget range (if collected via form)
- Timeline of all interactions
- Next action and follow-up date
Follow-Up Reminders
Set a follow-up date on any lead. creavio reminds you when it's time to reach out. Leads without follow-up dates appear in your Needs Attention queue after 48 hours of inactivity.
Conversion Insights
The Leads dashboard shows key metrics:
- Conversion rate — percentage of inquiries that become bookings
- Average response time — how fast you reply to new inquiries
- Top inquiry sources — where your best leads come from
- Lost reasons — why leads didn't convert
Aim to respond to every inquiry within 2 hours. Speed is the single biggest factor in converting leads to clients.