Lead Management

Smart, Scalable Lead Management That Drives Conversions

Forefold AI’s Lead Management module is built to simplify and supercharge your sales pipeline. From capturing leads to closing deals, we give you the tools to stay organized, act fast, and never miss an opportunity.

What We Offer

Centralized Lead Dashboard

Track and manage all your leads in one unified dashboard — filter by source, status, owner, and more for a complete overview of your pipeline.

Automatically capture leads from websites, forms, email, social media, third-party integrations, and manual entry — all in one place.

See a complete log of all lead interactions — calls, emails, meetings, and notes — in a chronological timeline.

Multi-Source Lead Capture

Activity Timeline & Contact History

Reminders, Tasks & Follow-Ups

Import, Export & Bulk Actions

AI-Powered Suggestions

Set reminders and tasks to ensure no lead is forgotten. Get notified when it’s time to follow up.

Easily import leads from Excel or CSV, and export filtered leads anytime. Perform bulk updates, assignments, and deletions with ease.

Get AI-driven insights to prioritize leads more effectively and predict conversion probability.

Built for Speed, Scale, and Simplicity

Whether you're a solo entrepreneur or an enterprise sales team, our lead management module adapts to your needs and grows with your business.