Lead Management
Capture every enquiry, and know which ones are worth chasing
InvoiceSpider turns scattered enquiries into one qualified list. Forms feed the pipeline directly, every lead carries its source and status, and contact scoring surfaces the ones most likely to close.
- 14-day free trial
- No credit card required
Product interface shown with sample data
The problem
Enquiries arrive faster than you can sort them
A web form goes to one inbox, a social message to another, and a phone call to a sticky note. By the time someone collates them, the fastest-moving prospects have already called a competitor.
No single list
Leads live across forms, messages, email and notebooks, so nobody can say how many are actually open.
Manual re-entry
Details get retyped from one tool into another, which costs time and introduces mistakes.
Everything looks equally urgent
Without qualification, a casual enquiry gets the same attention as a ready-to-book customer.
The solution
One capture path, one qualified pipeline
Every channel writes into the same system, and every lead arrives already tagged, staged and scored.
- Custom lead capture forms embed on your website and social profiles
- Enquiries land in the pipeline instantly, with no manual data entry
- Customizable lead statuses match the way your team actually qualifies
- Custom tags record service type, priority and source
- Contact scoring identifies your hottest leads automatically
Feature details
What lead management actually gives you
The specific capabilities behind lead management in InvoiceSpider.
Custom lead capture forms
Build the form each service needs and embed it on your website or link it from a social profile. The moment a prospect submits, they exist as a lead with their answers attached.
Social channel capture
Connect your social media channels so enquiries arriving there become leads in the same pipeline, rather than a message someone has to remember to copy over.
Customizable lead status
Define the stages your team really uses — new enquiry, contacted, quoted, booked — and track every lead against them instead of a generic default.
Custom tags
Categorise leads by service type, priority or source so you can filter to exactly the group you want to work through next.
Contact scoring
Scoring highlights the leads showing the strongest buying signals, so the first call of the day is the one most likely to convert.
Source attribution
Because each lead keeps the channel it came from, you can see which forms and channels actually produce booked work.
Workflow
How a lead moves
- 1
Submitted
A prospect completes a form on your site or messages a connected social channel.
- 2
Captured
The lead is created automatically with its answers, source and tags attached.
- 3
Scored
Contact scoring ranks it against your other open leads.
- 4
Assigned
It enters your pipeline at the status you defined, ready for an owner to pick up.
Benefits
What changes day to day
The practical difference once this is running.
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Nothing slips
Every enquiry from every channel lands in one place the moment it arrives.
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Faster first response
Leads are already staged and assigned, so the first reply goes out sooner.
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Sharper prioritisation
Scoring and tags mean the best opportunities rise to the top on their own.
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Less admin
No retyping between a form, a spreadsheet and a CRM — capture writes straight through.
Use cases
Where it earns its keep
Three situations teams tell us about most often.
After-hours call-outs
A request submitted at 10pm is captured, tagged by service type and waiting at the top of the queue in the morning.
Enquiries from social
A message asking about availability becomes a scored lead rather than something that gets buried under newer ones.
Multiple service lines
Separate capture forms per service keep retainer enquiries and one-off project enquiries in distinct, filterable groups.
FAQ
Lead Management questions
What teams ask before switching this on.
Where can I put a lead capture form?
On your website and on your social profiles. You can build a different form for each service so the questions match what you actually need in order to quote.
Do I have to copy leads in manually?
No. Submissions create the lead directly in your pipeline with the answers and source already attached — that is the point of connecting capture to the pipeline rather than to an inbox.
Can I change the lead stages?
Yes. Lead statuses are customizable, so you can mirror the way your team qualifies rather than adapting to a fixed set.
How does contact scoring decide what is hot?
Scoring surfaces the contacts showing the strongest signals so they can be worked first. It is a prioritisation aid rather than a replacement for your own judgement.
Put lead management to work
Start a free trial and set this up with your own data, or book a walkthrough with the team.
- 14-day free trial
- No credit card required
- Cancel anytime