LEAD - CRM

Lead CRM keeps your agency's client work in one place — projects, tasks, deliverables, and the people responsible for them. BUILT FOR AGENCY WORKFLOWS Every project moves through the stages your team actually uses. Configure them per department, then track each deliverable through internal review, client review, and approval without leaving the app. SEE WHAT NEEDS YOU The dashboard opens on what is overdue, what is waiting on review, and what is due next. Filter by department to focus on your own team's work. PROJECTS AND DELIVERABLES Open any project to see its brief, tasks, deliverables, and full activity history. Assign work, set due dates, and move items through stages as they progress. TASKS AT A GLANCE Every task across every project in one list, with priority, due date, and assignee. Executives can filter by team member; everyone else sees their own work. FIND ANYTHING Search across clients, projects, tasks, and deliverables from any screen. CLIENT PORTAL Give clients their own view of the projects and deliverables that belong to them — and nothing else. STAY INFORMED Push notifications when work is assigned to you, when a deliverable needs review, or when a client responds. Lead CRM requires an account provided by your organisation. There is no public sign-up.