Leads pipeline
Track prospects with status, activities and notes, get AI suggestions on next steps and convert a lead into a client.
The problem it solves
Enquiries arrive by phone, email and web, and without a pipeline some are never followed up.
How it works
- Add the lead with their details.
- Record activities and notes as you follow up, with AI suggestions on what to do next.
- Convert the lead into a client when they sign on.
What your practice gets
- No enquiry falls through the cracks.
- History kept from first contact.
- Conversion without retyping.
Watch it in the product
A short recording of leads pipeline in use.
Questions accountants ask
Can I convert a lead to a client?
Yes, carrying their details across.
Is there a board view?
Leads move through statuses so you can see the pipeline.
What do AI suggestions do?
They propose next steps for you to consider.
Related features
Features that work alongside leads pipeline.
New-client intake form
Give prospective clients a protected public form to submit their details through a Fedix link.
VideoReferral management
Review, approve, convert, reject or reverse client referrals and see referral statistics.
Referral codes and referral page
Give clients referral codes and a public page where referrals can be submitted and tracked.
Referral expiry
Stale referrals expire automatically each day, so old referrals do not hold credit forever.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.