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CRM & Lead Management

Every lead in one place. Nothing slips through the cracks.

Leads come in from ads, landing pages, your website, and Google. Propel collects them in one pipeline with clear stages, so you always know who needs a call back, who has an estimate, and who's ready to book.

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Lead pipelineDemo
NewContactedEstimate SentAppointment SetCustomerLost
Illustration — sample data for demonstration

What it does

What you can do with CRM & Lead Management

  • One pipeline for leads from every Propel channel
  • Clear stages: New, Contacted, Estimate Sent, Appointment Set, Customer, Lost
  • Each lead's source, details, and full activity history
  • Add customers manually and request reviews from happy ones
  • Moving a lead automatically starts or stops the right follow-up

Why it matters

Every lead from every source in one pipeline — from New to Customer — with notes, history, and follow-up on each.

Who it's for

Owners juggling leads across texts, voicemails, sticky notes, and inboxes.

How it works

Getting started with CRM & Lead Management

  1. 1

    Leads arrive automatically

    Form fills and inquiries from your pages and campaigns land in the pipeline.

  2. 2

    Work the pipeline

    Update stages as conversations progress — drag-and-drop or one click.

  3. 3

    Let follow-up run

    Automations respond to stage changes so the right message goes out at the right time.

Connected

How CRM & Lead Management works with the rest of Propel

Lead Conversations

Text and email history lives on each lead record, so you see the whole conversation before you pick up the phone.

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Marketing Automations

Five industry-tailored follow-up sequences that reply to new leads fast, nurture appointments, chase estimates, and re-engage past customers.

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Landing Pages

Focused, mobile-ready pages with a clear call to action and a lead form — built to turn ad clicks into calls and inquiries.

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Get started with CRM & Lead Management

Start your free trial and set up your business in minutes. No marketing experience needed.

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