Cockpit feature · Marketing
Lead System — Every Prospect in One Place, Until They Become a Customer
Chatbot conversations, website forms, newsletter sign-ups, emails and business cards from trade fairs all land automatically in one shared pipeline, as cards on a Kanban board from New to Won. Known customers never get created twice, and one click turns a prospect into a customer, complete history included.
Add-on · €9.99/mo — included in Premium
One inquiry comes in through the chatbot, the next through the website's contact form, the third as a newsletter sign-up, the fourth by email straight into the inbox, and the fifth was a business card from the last trade fair, still sitting somewhere on your desk? The Lead System collects every one of these automatically in one place: chatbot conversations arrive complete with their chat history, forms and newsletter sign-ups do too, emails can be captured by forwarding, and business cards or trade-fair contacts get typed in by hand or imported in bulk via CSV. If a contact is already known as a customer, the system won't create them a second time. If they get in touch again, the inquiry automatically lands on the existing lead instead of a new entry.
A copy-paste snippet embeds the Lead System on any page at all: your own website out of the Cockpit, WordPress, a website builder or hand-built HTML. Two variants are available: a contact form for concrete inquiries, or a plain newsletter sign-up for anyone who just wants to stay in the loop for now. Every incoming inquiry shows up as a card on a Kanban board with the columns New, Contacted, Qualified, Quote, and Won or Lost. You drag cards from column to column exactly as the inquiry actually progresses.
Once a prospect becomes a customer, one click is enough: name, contact details and the entire history (every note, every chat, every email) move straight into the new customer file; nothing gets entered twice. Until then, follow-ups with reminders, fixed ownership and an unbroken note history make sure no inquiry falls through the cracks. Newsletter campaigns can be sent, fully compliant via double opt-in, to both customers and still-open leads; lost leads are automatically anonymised after a freely configurable period, none of it is tracked. A source statistic finally shows where your actual customers come from, the conversion rate per channel, and the most common reasons leads are lost.
Every Inquiry in One Place, No Matter Where It Came From
Chatbot conversations, contact forms, newsletter sign-ups, forwarded emails, and trade-fair contacts entered by hand or imported via CSV all land in the very same list, with source, status and last contact visible at a glance.
The Kanban board shows every lead as a card in its pipeline column, from New through to Won or Lost, one drag, and the status matches reality again.
More about AI Chatbot: One Script Tag, and Your Website Answers on Its Own
From First Contact to Customer File
Every lead keeps its own chronicle: notes, the full chat history, and follow-ups with reminders and clear ownership. Nothing gets lost, even when weeks pass between two contacts.
Once a prospect becomes a customer, one click is enough: the entire history moves into the new customer file, with nothing entered a second time.
See it live in the demo
Know Where Your Customers Really Come From
The source statistics show how many leads come in via chatbot, form, newsletter or referral, and how many of them actually turn into a customer in the end.
You record a reason for loss when moving a card to "Lost", so over time you can see what inquiries most often fail on: price, response time, or something else entirely.
More about Business Statistics
What it does
- Chatbot conversations (incl. chat history), website forms, newsletter sign-ups, email and business cards/trade fairs (manual entry or CSV) in one place
- Copy-paste snippet for any website — including WordPress & co. — in two variants: contact form or newsletter sign-up
- Kanban board: New → Contacted → Qualified → Quote → Won/Lost, drag cards between columns
- Duplicate protection: known customers never get created twice, repeat inquiries land on the existing lead
- One click turns a prospect into a customer — the entire history moves into the customer file
- Follow-ups with reminders and fixed ownership
- Unbroken note history per lead
- Legally compliant newsletter via double opt-in, campaigns to customers and leads together
- Automatic anonymisation of lost leads after a configurable period
- No tracking
- Source statistics: origin, conversion rate and reasons for loss at a glance
Discover more features
Included in these trade solutions
Ready-to-run trade systems built on this feature.
Try it yourself — no registration
Every trade has its own live demo with sample data. Or pick your package right away: the whole team is included.