Can I track where my leads come from?

Yes. Joby tracks ad sources so you can see which campaigns generate leads and revenue.

What happens to leads that don't answer?

You can set up automatic callback tickets and follow-up sequences so no lead gets forgotten.

Can I import leads from a spreadsheet?

Yes. CSV import supports contacts, leads, and custom fields.

Lead Management

Never lose another lead.

Track every lead from first contact to closed job. See who's hot, who needs follow-up, and where your best leads come from.

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Visual lead pipelineAutomated follow-upsSource attribution

See lead management in action

Keep every opportunity moving forward

Explore how Joby gives your team one clear place to qualify, assign, follow up with, and convert every lead.

Joby lead management

Everything you need to manage leads

Visual kanban board with custom statuses designed for service workflows

Lead map with service-area overlays to see geographic coverage

Bulk actions: update, assign, or message multiple leads at once

Import leads from CSV or other CRMs in seconds

Automatic follow-up reminders so no lead goes cold

Source tracking shows which campaigns generate the best leads

Capabilities

Kanban Board

Visual pipeline with drag-and-drop

Lead Map

Geographic view with service areas

Bulk Actions

Mass-update leads in one click

CSV Import

Migrate from any system

Auto Follow-ups

Timed reminders and sequences

Source Attribution

Track ROI by ad campaign

Custom Statuses

Define your own lead stages

Lead Scoring

AI-assisted prioritization

Duplicate Detection

Merge duplicates automatically

How teams use it

Business Owner

See lead flow, conversion rates, and which sources deliver the highest ROI — all in real time.

Dispatcher

Triage incoming leads, assign to the right tech by area, and create callback tickets for missed calls.

Field Worker

Get push notifications for new assignments, view lead details and history, and update status from the field.

Frequently asked questions

Ready to get started?

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