For Lead Managers
Optimize your lead funnel.
Track lead flow, monitor conversion rates, identify bottlenecks, and ensure no lead goes cold. Pipeline analytics, source tracking, and bulk actions give you full control.
A day in the life
You start the day checking the pipeline — 23 leads in 'Contacted,' 8 in 'Quoted,' and 5 in 'Closing.' The lead statistics show a 28% conversion rate this week, up from 24% last week. You notice leads from Google Ads are converting 2x better than Facebook. You select 12 stale leads and bulk-assign them to office agents for immediate follow-up.
Built for lead managers
Kanban board with custom statuses — drag and drop leads through your funnel.
Conversion funnels, time-to-close, and trend analysis over any date range.
See which marketing channels generate the most qualified leads and revenue.
Select multiple leads and assign, update status, or send messages in one click.
Define the stages that match your unique sales process.
Geographic view of all leads with service area overlays.
Import leads from CSV. Export pipeline data for reports and analysis.
Set up auto-assignment rules, follow-up triggers, and status-change actions.
Track job type, budget, urgency, and any data point unique to your business.
See Joby from the lead manager's perspective
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