Feature 02 · Bring in business
Every inquiry in one place, from first message to signed booking
Keep your potential customers, quotes, follow-ups, and sales opportunities organized from the first inquiry through the decision to book.
Nothing sits in a personal inbox. Every inquiry has a status, an owner, a history, and a next step.
Leads
18 openClick a stage — every inquiry keeps its source and history.
What this solves
The three things that usually go wrong
Inquiries live in five inboxes
Leads land in one list with their source, service and date attached, whoever received them.
Quotes get retyped from an old document
Quote templates build a priced proposal in a couple of clicks, from your real services and packages.
Follow-ups depend on somebody remembering
Follow-ups are scheduled on the lead, and reminders fire whether or not anyone remembers.
What is inside
Every capability, and what it actually does
Pick any capability to see what it means in day-to-day operations.
Capturing the inquiry
Making the offer
Closing the gap
In practice
Nothing sits in a personal inbox. Every inquiry has a status, an owner, a history, and a next step.
Built and run inside a working studio since 2022.
Where this connects
This is one part of a connected operation
Nothing here works in isolation — the context arrives from one side and carries on to the other.
Comes from
Online booking
Inquiries from your public booking site arrive here already structured.
Go to online booking →Leads to
Service delivery
An approved quote becomes a booking, and the work begins with the pricing already agreed.
Go to service delivery →Runs alongside
Automation
Follow-up sequences, quote reminders and going-quiet alerts run without anyone triggering them.
Go to automation →Who this helps most
See it for your kind of business
Questions
Before you ask
Yes. Leads can be assigned, and permissions control who sees which leads and what they can change.
It stays on the lead with its status, and scheduled follow-ups keep prompting until someone marks it won or lost.
No. Approval converts the quote into a booking and a sales order with the same pricing, packages and extras.
Yes. Lead sources are reported against bookings and revenue, so you can see what is worth spending on.
See what connected operations could look like for your business
Leads and Sales is one of eight parts of the operation Simplifi connects. The next step is seeing how the whole workflow could fit your business.