Leads and CRM
Track every lead through your pipeline, with tags, stages, qualities and owners.
Find the leads you needRead the Leads list, search it, and narrow it with filters until only the people you care about are left.Work a single leadEverything on a lead's record — details, tags, notes, files, scheduled messages and the full conversation history.Add a lead by handCreate a single lead yourself — the two fields that matter, and what Tayon does when the person is already in your list.Move leads through your pipelineUse the board view to see your pipeline as columns, drag leads between stages, and read the value sitting in each one.Set up your pipeline stagesBuild the columns your leads move through, colour them, mark which ones count as a win, and rename the word "Stage" itself.Rate leads with qualitiesQualities say how good a lead is, independently of how far along it is. Set yours up, colour them, and rename the word.Label leads with tagsCreate tags, put them on leads one at a time or in bulk, and use them to slice your list — including finding leads that do not have a tag.Assign leads to people and groupsGive a lead an owner — one team member or one group — and understand what that changes about who can see it.Change many leads at once, and export themRe-stage, re-rate, tag, reassign, delete or export a whole filtered set of leads without opening a single one.Import contacts from a spreadsheetUpload a CSV or Excel file, check how Tayon matched its columns to your lead fields, and bring the whole list in at once.Read the CRM dashboardEight charts covering where your leads are, where they came from, when they arrive and how fast you answer them.