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Lead Management · a Zivro app

Never Lose Another Enquiry

Every website form, call-back request and referral in one pipeline, so you always know who to follow up with today.

Get started freeSee it at work

Sound Familiar?

Three things small businesses tell us, and what Lead Management does about each one.

  1. Enquiries live in five different places

    Website forms, phone calls and referrals all become cards on one board. Nothing hides in a chat list or an inbox.

  2. You forget who you promised to call back

    Each lead shows its stage, priority and notes. Open the board and the day's follow-ups are in front of you.

  3. You can't tell which work is worth chasing

    Add a deal value and mark leads hot, warm or cold, so the best opportunities get your time first.

Lead Management in your workspace

zivro.com · Mehta Advisory
Workspace / Lead ManagementMA
New enquiries2
AKAnanya KumarGST registrationWebsite enquiry
RMRahul MehtaTax filingNew lead
In progress1
PSPriya ShahBusiness plan reviewFollow up today
Converted1
JDJames DavisAnnual complianceClient signed
Illustrative workspace with sample data · Try an app in the sidebar

What You Get

A pipeline boardMove each lead from New through Contacted, Qualified, Proposal and Negotiation to Converted.
Your own categoriesGroup leads by service or by source, with colour-coded categories you name yourself.
Priorities and deal valuesMark a lead hot, warm or cold and record what the work is worth.
Notes on every leadKeep the story of each conversation with the lead, not in your head.
Captured from your websiteThe contact form on your Zivro website creates the lead for you.
Captured from any other siteAlready have a website elsewhere? Send its enquiries into the same pipeline.

Made for Your Kind of Business

PROFESSIONALSTrack every proposal from the first call to a signed engagement.
SALONS & SPASKeep bridal and party-package enquiries from going cold.
DOCTORS & CLINICSFollow up health-package and camp enquiries on time.
LAWYERS & LAW FIRMSLog each consultation request with its matter and priority.

Up and Running Today

  1. 1

    Create your free workspace

    Tell us about your business. Your website and your workspace are ready in minutes.

  2. 2

    Switch on Lead Management

    Add it from your list of apps. One sign-in covers your website and every app.

  3. 3

    Use it from your phone

    Everything works on the phone in your pocket, so the business keeps moving while you do.

Create my free workspaceAlready have a workspace? Sign in

More Apps in Your Workspace

Each one works on its own. Together they cover the day.

BOOKING BY PHONE TAGAppointmentsCustomers book open slots on your website. Add team members, working hours and days off. No double bookings, and a reschedule takes two taps.See Appointments >>IDEAS ON SCRAPS OF PAPERSmart NotesColour-coded notes with tags and checklists you can tick off. Pin what matters today and archive the rest.See Smart Notes >>BUSY ALL DAY, NOTHING FINISHEDWork PlannerSet targets with hours and due dates, then plan each day in time blocks. Progress counts up as the blocks get done.See Work Planner >>
Still having questions? Send us a message

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Prefer that we build it for you? Ask about a fully managed website.

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