Track Leads, Abandoned Carts, and Sales Pipeline
Add a feature to track leads and abandoned carts by allowing users to sign up for a waiting list or record when they reach checkout but don’t complete the process. Introduce a kanban-style sales pipeline view with statuses such as Lead, Active Client, Paused Account, and Cancelled Account. Additionally, provide a way to identify upsell opportunities for existing clients. This would give agencies better insights into their sales process and improve conversion rates.
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Comments1
Noah
Apr 12, 2025
Follow up reminders to stay on top of leads would be great as well!