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Leads & Conversion Proven Highly reusable

Lead Management & Conversion Pipeline

Capture prospects, manage lead status and convert qualified leads into CRM customers and contacts.

Try in CRM Demo Discuss a feature
2 implementations Proven uses
Laravel 13 Compatibility
Filament 5 Compatibility
The Leads list showing a Lead with Callback Requested status.
Business value

Why this feature matters

Problem it solves

Website enquiries and prospects often sit outside the CRM or require manual re-entry before they can become customers.

How it works

Store leads as first-class records with status, ownership and contact details, then provide a controlled conversion workflow into customer/contact records.

Benefits

Creates a clear prospect journey, reduces duplicate data entry and gives staff visibility of who still needs follow-up.

Reusable capabilities included

Includes 3 capabilities

Admin UX Table Filters Let users narrow large admin tables using useful business filters. Admin UX Table Column Reordering Allow users to arrange table columns to suit their workflow. Admin UX Development Test Data Button Populate forms with safe development-only presets for faster testing.
Help tutorials

See how it works

These are the same published Help Tutorials used inside the application, for Feature version 1.0.

The Leads list showing a Lead with Callback Requested status.
Guide 1 · Revision 2 Managing Leads and converting them to Customers

Use Lead statuses to understand what needs attention, then convert a successful Lead into a Customer and primary Contact.

View tutorial → Guide 2 · Revision 1 Convert a lead into a customer

Turn a qualified CRM lead into a customer record while keeping the original enquiry linked for future reference.

View tutorial →
Tutorial screenshots

See it in practice

The Leads list showing a Lead with Callback Requested status.
Managing Leads and converting them to Customers — Use Lead status to identify the next action
The Convert lead to customer confirmation dialog.
Managing Leads and converting them to Customers — Convert a successful Lead
The Lead Conversion tab showing the converted Customer and Contact.
Managing Leads and converting them to Customers — Review the conversion link
The Leads list filtered to Won with a converted Lead displayed.
Managing Leads and converting them to Customers — Use the Won tab
Discover more

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