Leads: capture, qualify, and convert opportunities

Leads is Lavori's lightweight CRM for the deals you are chasing before they become real work. Each lead represents a single opportunity tied to a person and the organization they work for, with an estimated deal value and a stage in your pipeline.

Leads are scoped to your active team. The list, board, and every lead you open reflect the team selected in the top navigation, so switching teams shows that team's pipeline.

Every lead sits in one stage at a time. The pipeline is fixed and cannot be customized. The board shows five working stages in left-to-right order, and Lost exists as a sixth stage in the data but is kept off the board by design.

• New: a freshly captured opportunity you have not actioned yet.
• Contacted: you have reached out and made first contact.
• Qualified: the lead is a real fit worth pursuing.
• Proposal: a quote or proposal is on the table.
• Won: the deal is closed and ready to convert into a project.
• Lost: the deal did not go ahead (tracked in data, hidden from the board).

Use the New Lead button to open the capture form. A lead needs a name (the lead or deal title) and both a person contact and an organization. You can also set an estimated value, a source, and a starting stage.

For both the contact and the organization you choose between linking an existing record from your team's directory or creating a brand-new one inline. New contacts and companies you create here are added to the directory, and a new person is linked to the chosen organization automatically. If you link an existing person who has no company yet, they are backfilled with the organization you selected.

• Lead / deal name: a short title for the opportunity.
• Estimated value: the expected deal size, used for pipeline totals.
• Source: where the lead came from (for example Referral, Website, Event, or Repeat client).
• Starting stage: which column the lead lands in (defaults to New).
• Contact: a new person (name, email, phone) or an existing directory contact.
• Organization: a new company (name, website) or an existing one.

The pipeline offers two views you can switch between: a Board view with one column per working stage, and a Table view that lists every lead. Open any lead to see its full detail page.

On the board, drag a card from one column to another to move it through the pipeline. The move is applied immediately, and the new stage is recorded as a stage-change entry on the lead. You can also change the stage from a lead's detail page using the stage dropdown in its header.

Above the pipeline, a strip of cards summarizes your team's leads at a glance. The figures are derived from the current list of leads.

Each card is clickable and opens a breakdown listing the leads behind the number, so you can jump straight to any deal.

• Open leads: how many leads are in a working stage (everything except Won and Lost).
• Pipeline value: the total estimated value across all open leads.
• Win rate: the share of all leads that have been marked Won.
• Avg. deal size: the average estimated value across open leads.

Each lead has an activity timeline that records its history. Stage changes are logged automatically, and you can add your own entries from the composer at the top of the timeline: a note, a logged call, or a logged email. Every entry shows who added it and when.

Alongside the timeline, the Next steps card holds follow-up tasks. Add a task with optional due date, check it off when done, and see at a glance how many remain open. Tasks past their due date are flagged as overdue.

A lead's detail page keeps the key facts in one place: deal value, source, expected close date, and when it was created. The sidebar also surfaces the linked person and organization, with quick links through to their full directory records and shortcuts to email or call.

The relationship works both ways. On a contact's or a company's detail page, a Leads panel shows the opportunities linked to that record, including how many are open, how many were won, and the open pipeline value tied to them.

Once a lead reaches the Won stage, a Convert to project action appears on its detail page. Converting spins up a new active project named after the lead, carrying over the linked contact as the project's primary contact and the deal value and expected close date as starting figures.

Conversion marks the lead Won, links it to the new project, and records the conversion in its timeline. A lead can only be converted once; after that the action shows as Converted. When the project is created you are taken straight to it.