Built-In CRM & Contact Management
Store complete contact interaction history, pipeline stages, custom tags, notes, and activity logs in one place.
Rather have us build & run it?What it does
Store complete contact interaction history, pipeline stages, custom tags, notes, and activity logs in one place.
- Store up to 250 (Free) or Unlimited contacts
- Visual Opportunity Pipelines & Deals
- Contact Interaction History & Notes
- Form & Web Chat lead capture sync
- Custom Fields & Contact Tagging
- Automated Lead Assignment
Part of one connected customer journey
Every enquiry, conversation, booking and payment in Lead Core lands back in your CRM as a contact record, so the customer journey stays visible instead of scattered across separate tools.
Lead Core connects your website, conversations, CRM, automation, booking and payments — so this feature feeds the rest of the system instead of sitting in a separate app.
Explore the platformWhat you can do
From enquiry to closed deal
A new enquiry creates a contact, moves through your pipeline stages, and keeps every message, note and booking attached to that one record.
Which plans include this
Paid DIY Lead Core plans include a 14-day free trial. Managed Lead Core is a separate done-for-you service.
Works alongside
Usage-based running costs apply. Features such as SMS messaging, email sending, phone calls, AI usage (Ask AI, AI Agents, AI Employee) and payment processing incur per-use charges based on your actual consumption. These usage costs are billed separately from your Lead Core subscription and are clearly itemised inside your dashboard. Higher-tier plans benefit from progressively reduced per-use rates.
Built-In CRM & Contact Management FAQ
Put built-in crm & contact management to work
Choose a DIY plan and configure it yourself, or let Lead Core build and run the system for you with Managed Lead Core.