Every lead in one place, so nobody gets forgotten
Keep all your leads, contacts and companies in one place. See them as a list or a board, score them, hand them to the right person automatically, and see every chat, call and email on one timeline.
List + Kanban
Two ways to see your leads
Rule-based
Lead scoring you control
1 timeline
Per contact and company
Inside Leads & Contacts
What this module does, in plain words. Which modules you get depends on your plan.
List or board
Work in a simple list, or drag leads across a Kanban board by status.
Your fields, your layout
Add custom fields, change the page layout and save the views you use every day.
Statuses, sources & tags
Track where each lead came from and where it stands, with your own labels.
Lead scoring
Set simple rules, and Clikgen scores each lead so your team calls the best ones first.
Automatic assignment
New leads go to the right person on their own, using rules you set.
First-response tracking
See how fast each lead got its first reply, and spot the ones still waiting.
Set it up the way you work
Every business tracks different things. Shape Clikgen around your process, not the other way round.
- Custom fields for anything you need to record
- Custom page layouts and saved views
- Your own lead statuses, sources and tags
- Contacts and companies (accounts) linked together
Get every lead to the right person, fast
The first reply often wins the sale. Clikgen makes sure new leads don't sit unseen.
- Automatic lead assignment by rules
- Rule-based lead scoring to show who to call first
- First-response time tracking (SLA) for every lead
- One timeline with every WhatsApp, email, call and note
Keep your data clean
A messy list wastes time. These tools keep it tidy.
- Duplicate detection, with a merge option
- Import leads from a file
- Universal search across your whole CRM
Built for teams like these
Small sales teams
Stop tracking leads in spreadsheets and WhatsApp chats. Everyone sees the same list.
Agencies & service businesses
Know which enquiry came from which source, and who is following up.
Owners & managers
See at a glance which leads are new, which are hot and which got no reply.
Leads & Contacts questions
Yes. Import them from a file, such as a CSV export from a spreadsheet or another CRM. Clikgen spots duplicates so you can merge them.
You set the rules, and each new lead goes to the matching person or team as soon as it arrives.
No. Lead scoring is rule-based. You decide which details add or remove points, so the score is easy to understand.
Works even better with
Try Leads & Contacts free for 14 days
No credit card needed. Set it up in minutes, then pick the plan that fits.
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