Lead Management
Easy lead capture and smart lead scoring for your sales team
InvoiceSpider turns incoming customer messages into a clear sales pipeline. Our lead management software tracks lead sources and ranks your leads so you can focus on buyers ready to sign.
Lead management and CRM sales pipeline
Every enquiry — web form, connected social channel or referral — arrives on the same board, staged from new enquiry through contacted and quoted to booked, with the service, the lead source and the deal value already attached to the record.
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 marketing channel feeds directly into your unified sales CRM system, ensuring prospective leads arrive automatically tagged, categorized, and scored for immediate sales follow-up.
- 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
Powerful lead management tools to grow your sales
Explore the key lead capture features inside InvoiceSpider.
Custom lead capture forms
Create intake forms for any service and place them on your website or social media pages. As soon as a customer fills out a form, a new sales lead appears in your pipeline with all their details saved.
Multi-channel & social lead capture
Connect your social media channels to bring new customer messages straight into your sales CRM. Turn inquiries into active leads automatically without copying and pasting contact info.
Customizable lead scoring & pipeline status
Set up custom pipeline stages for your sales team, such as new lead, contacted, quoted, and booked. Track every deal clearly so your team knows which step comes next.
Custom tags
Organize sales leads by service type, deal priority, or marketing channel. Filter your sales CRM to view and focus on the exact customer group you want to reach next.
Contact scoring
Lead scoring highlights prospective buyers showing the highest interest. Your sales team can call hot prospects first each morning to maximize deal conversion.
Source attribution
Track the exact marketing origin of every incoming sales lead. See which website forms and ad campaigns bring in ready-to-book customers.
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
See how our sales CRM boosts your productivity every day.
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Total lead visibility
Every sales enquiry from your website, email, and social media lands in one central pipeline instantly.
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Faster lead response times
Incoming sales leads are organized and assigned automatically, letting your team reply faster and win more business.
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Smart lead prioritization
Automated lead scoring and custom tags bring your highest-value sales prospects straight to the top of your list.
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Automated lead entry
Online form submissions write directly to your CRM database, eliminating manual data entry completely.
Use cases
Proven lead management for every industry
Three popular ways businesses use InvoiceSpider to grow sales.
After-hours customer requests
A web form submitted overnight is captured automatically, tagged by job type, and ready for your team to contact first thing in the morning.
Social media lead capture
Direct messages about your availability turn into ranked sales leads inside your CRM, so top prospects stay organized and ready for follow-up.
Multiple service lines
Custom lead forms separate project inquiries from monthly retainer requests, giving you clean, filterable groups inside your sales pipeline.
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
Get in touch and the team will set this up against your own data.