Lead Scraper & Pipeline

Contacts are people who already talk to the business. Leads are businesses that do not yet — prospects your customers go out and find. Two screens cover the whole flow: a scraper that discovers them, and a kanban board that works them.

Lead Scraper

Leads → Lead Scraper searches Google Places for businesses by keyword and location and turns the results into a working list.

Search history on top, discovered businesses below — each with a lead score.

1. Click New Search and enter a keyword and location — "yoga studio in San Francisco, CA".
2. The search runs in the background; the card shows running, then done with a result count.
3. Results list the business name, phone, category, rating, review count and city, plus a score (see below).
4. Select the ones worth pursuing and import as contacts, or push them onto the pipeline board.

Lead scoring

Each lead gets a 0–100 score from the signals the scraper can see — rating, review volume, whether a phone number and website exist, category match. It is a triage aid, not a verdict: sort by it so the strongest prospects are worked first. The Scoring button on the pipeline lets you inspect and adjust how the score is weighted.

Lead Pipeline

Leads → Pipeline is a kanban board of the deals in flight.

Stages across the top, one card per lead, follow-up dates in colour.

• Stages — New, Contacted, Qualified, Proposal sent and onward. Rename them with the pencil icon on any column header to match how the business actually sells.
• Drag a card to move a lead between stages.
• Temperature filters — Hot, Warm, Cold (derived from the score), plus Due to show only leads with a follow-up due.
• Follow-up dates — each card shows In 3d, Due today or Overdue 4d so nothing quietly rots at the bottom of a column.
• Table view switches the same data into a sortable list when the board gets big.

Turning a lead into a customer

When a lead replies, convert it to a contact. From that moment it behaves like any other contact: it can be messaged from the inbox, added to a segment, and targeted by campaigns and automations.