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Turn prospects into customers: capture leads, develop them on a drag-and-drop pipeline board and follow up in a structured way with loss reasons, labels and article interest. Fully integrated with contacts, Kanban and the media library.
What it does
- Pipeline board with drag and drop
- Lead capture with automatic numbering
- Configurable stages, sources and loss reasons
- Contact persons and article interest per lead
- Address validation (Endereco)
- Kanban and media library integration
- Value totals and forecast per stage
From prospect to sales pipeline
Not every contact is a customer yet. Lead management gives prospects a place of their own, separate from the customer base, and takes them through your sales pipeline in a structured way until interest turns into an order.
Every lead is given its own number automatically and lands on the pipeline board. You drag it from stage to stage, from the first enquiry to the close. Stages, sources and loss reasons are yours to configure, to fit your sales process rather than a template.
What sits on every lead
- Contact person with contact details and a validated address (Endereco)
- Article interest: which products the prospect has in mind
- Labels and loss reasons for clean reporting
- Attachments and notes straight from the media library
Your team knows what a lead is about at the next contact, without digging through the inbox.
Forecast instead of gut feeling
Every pipeline stage adds up the value of its leads. You see at a glance what sits in which phase and what you can realistically expect this month. A lead you win is converted into a customer in one step, and the whole history is kept.
Lead management is fully integrated with contacts, the Kanban board and the media library, and can be booked as a standalone module per system.
Frequently asked about Lead Management
What does Lead Management cost?
Lead Management is an optional add-on and costs from €29 per month on top of your chosen tier. You activate it only when you need it, cancel monthly.
Which journey benefits from Lead Management?
Lead Management is especially relevant for: Merchant, Multi-Channel Pro, Ecosystem Architect, Coach & Mentor, Maker · Direct-to-consumer. In the Omneya model every journey is supported by different modules, you choose the path, the system adapts.
Which modules pair well with Lead Management?
Often used together: Customers, Order management, Endereco Address Validation, Media Library. You don't have to choose, all modules are included in every tier and can be activated immediately.
How do I try Lead Management?
In the free test system: we set up your own Omneya world with all modules active, including Lead Management. No credit card needed, no setup, just get started.
Technical profile
Status
LiveThe detailed profile (interfaces, limitations, custom extensions) is being prepared and will follow shortly.
Related modules
Customers
A customer record with orders, communication and notes.Order management
Every order from every channel in one pipeline, from receipt to invoice.Endereco Address Validation
Real-time address validation for shop and back office.Media Library
Manage images, videos, PDFs and documents in one place, with a folder hierarchy, tags, usage tracking and automatic image optimisation.Suited to these journeys
Lead Management shows its strength on these Omneya journeys in particular. Click in and see how it supports your world.