Do not leave a new enquiry without a next step
Updated 2026-10-24
A lead-based business is one whose next customer arrives as a question: a form, an ad, a phone note typed in. The page is about keeping that question visible.
A lead-based business is one whose next customer arrives as a question: a form, an ad, a phone note typed in. The page is about keeping that question visible.
One place for the new lead
New, contacted, interested, converted, lost and old lead are the statuses. A lead does not become a customer until someone marks it converted.
The dashboard already shows new and untreated leads and recent activity.
Where it came from
Website forms on a BizUply site, Meta Lead Ads after the account is eligible, and Google Ads lead forms can create a lead with a source. Manual entry is the same file.
The source is a label on the lead. It is not a private attribution model.
The next action
A task has a date and a time. An overdue task appears in notifications.
On the business plan, a new lead can create that task through an automation. CRM only does not include automations.
A person still answers
Human follow-up is a separate service: $199 a month for initial response, $499 a month for a sales representative, and old-lead follow-up from $149 once. None of them promise closed sales.
The limits on that service page stay: up to 40 leads, up to three attempts on the initial response, up to 40 hot leads for the representative, and up to 50 old leads with up to two attempts.
FAQ
What is a lead here?
A person who enquired and is not yet marked as a customer.
Which statuses exist?
New, contacted, interested, converted, lost and old lead.
Does the CRM call them?
No. A person, or the separate human follow-up service, does the call and writes the summary.
Is a conversion rate promised?
No.