FunnelTrace
CRM

A CRM that knows which ad sent each lead

Your team works the leads. FunnelTrace makes sure each one arrives with its story: where they came from, what they saw and what they paid.

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What your team gets

One record per person, shared by everyone who follows up.

  • Stages from new to customer

    Move leads along as they warm up, and see at a glance who is waiting on you.

  • Tasks that create themselves

    Set rules once, and a new lead or a change of stage turns into a task for the right person.

  • Saved views

    Keep the lists you check every morning, like unpaid sign-ups from this week's webinar.

  • Roles for your team

    Owners, admins, team members and viewers, with an option to show each person only their own leads.

Give every lead its story

The pilot is by invitation, with early-bird pricing for the first coaches. Tell us about your brand and we'll set up a call.

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