Sales
Stop losing leads you already paid for
Every enquiry lands in one list, gets an owner and a next step, and carries its source through to the sale.
The problem
Leads arrive everywhere and get followed up nowhere
Web forms, phone calls, ad platforms and referrals all arrive in different places. Without one list and a clear owner, the slowest response wins nothing and you never learn which marketing worked.
How Toolbase solves it
One lead list with an owner and a next action
Toolbase brings every enquiry into a single list, records where it came from, assigns it and tracks each contact attempt until it is qualified, quoted or closed.
Capabilities
What you can do with Leads
Lead capture
Bring in enquiries from your website forms, landing pages and manual entry.
Lead sources
Record Google Ads, Facebook, referral, repeat customer and any other source you use.
Assignment
Assign leads to a salesperson so each one has a clear owner.
Qualification
Move leads through stages such as New, Contacted, Qualified and Site Visit.
Appointments
Book site visits and calls directly from the lead.
Activity tracking
See every call, email and note, and what is overdue.
Convert to deal
Turn a qualified lead into a deal and quote without retyping anything.
Lead ROI
Compare lead cost with the revenue each source produced.
Workflow example
A website enquiry becomes a booked site visit
- Lead arrives
The enquiry appears in the lead list with its source recorded.
- Assigned
It is given to a salesperson with a follow-up task.
- Contacted
The call and its outcome are logged on the lead.
- Qualified
The lead moves stage and a site visit is booked.
- Converted
A deal is opened, ready to quote.
FAQ
Leads questions
Can leads come in from my website?
Yes. Toolbase forms and inbound lead capture create leads automatically with the source recorded.
Can I see which marketing is working?
Yes. Because the lead source stays with the record through to the sale, you can report revenue and cost per acquisition by source.
What happens to a lead once it is qualified?
It converts to a contact and deal. The activity history comes with it.
See Leads configured for your business
Tell us your industry and we will show you Toolbase set up the way you work.