Capture and convert more leads
Keep your pipeline organized from first contact to job won. Prioritize follow-ups, track sources and values, and convert the best opportunities.
Organized pipeline
- Stages: New → Won
- Value tracking
- Source attribution
Faster response
- Follow-up reminders
- Notes & history
- Next action clarity
Smooth handoff
- Create quotes quickly
- Schedule site visits
- Convert to jobs
Forecast with confidence
- Stage-weighted value
- Saved views
- Focus high-ROI sources
Stay aligned
- Activity log
- Attachments & photos
- Single source of truth
Import/export
- CSV import
- CSV export
- Easy migration
How it works
Add a lead
Source, contact, value and notes.
Qualify
Update stage as you progress.
Act
Follow up, quote, schedule visits.
Win & convert
Create jobs from won opportunities.
Stage views
See what’s moving and where you’re stuck.
Next steps
Keep momentum with reminders.
Convert fast
One click into quotes or jobs.
Connected features
What is lead management?
Lead management is the process of capturing potential customers, qualifying them, and moving them through a pipeline until they become paying work. In GoTaskhub, leads flow across clearly labeled stages with value and source tracking, reminders for timely follow-up, and a smooth handoff into quotes and jobs.
Owner / Manager
See pipeline value by stage, spot bottlenecks, and focus the team on high-value opportunities that are close to winning.
Sales / Estimator
Keep next actions crystal clear with reminders and notes. Build quotes directly from qualified leads in one click.
Coordinator / Ops
Log calls and emails, attach files, and ensure a clean handoff to jobs once the customer gives the go-ahead.
Common use cases
- Inbound web enquiries: Capture details and auto-assign a follow-up.
- Phone & email leads: Log calls, add next steps, and schedule a site visit.
- Campaign/partner leads: Track sources and conversion rates per channel.
- Field estimates: Create a lead on site, attach photos, and generate a quote fast.
- Maintenance renewals: Nurture upcoming renewals and forecast pipeline value.
Spreadsheets vs generic CRMs vs GoTaskhub
Spreadsheets are quick but fragile—no reminders or reliable collaboration. Generic CRMs are heavy for trades and service teams, and often siloed from delivery. GoTaskhub gives you a simple, service-ready pipeline with quotes and jobs built-in, so you can go from lead to scheduled work without friction.
Pros
- Clear stages with value and source visibility
- Timely follow-ups via reminders and next actions
- One-click conversion to quotes and jobs
- Simple forecasting to focus on the right deals
Cons (and mitigations)
- Leads go stale → set reminders and saved views
- Unclear ownership → assign a single owner per lead
- Messy data → use required fields & item libraries
- No feedback loop → tag sources and review monthly
Common pitfalls & how to fix them
- No next action: Always add a clear next step with a date and owner.
- Untracked source: Tag every lead with a source for ROI insights.
- Slow follow-up: Use reminders and daily views to respond faster.
- Lost context: Keep notes and attachments on the lead record.
- Poor handoff: Convert to quotes/jobs to avoid re-typing and errors.
Real-world examples
Roofing & repairs: Log inbound enquiries, schedule site visits, attach photos, and send quotes the same day.
Cleaning & maintenance: Track contract renewals as leads with values and reminders, then convert to jobs on approval.
Security & privacy
GoTaskhub applies least-privilege access and keeps activity histories for transparency. Control who can create, edit, or convert leads. Export data on demand for compliance and reporting.
Glossary
- Lead
- A potential customer who has expressed interest in your services.
- Qualification
- Assessing fit, urgency, and value before investing time.
- Pipeline
- A staged view of leads showing progress from New to Won/Lost.
- Conversion
- Turning a qualified lead into a quote and scheduled job.
Customer reviews
Respond faster, forecast smarter, and win more work.
Emma R.
★★★★★
The pipeline gives us instant clarity on who needs a follow-up today. We’ve shortened response times and win more work.
Luca D.
★★★★★
Love the stage views and value tracking. We can forecast at a glance and convert hot leads to quotes in seconds.
Sofia M.
★★★★★
Notes and reminders keep the team aligned. When we win, converting to jobs is seamless—no re-typing anything.
Ready to streamline your business?
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Frequently asked questions
Can I track lead sources?
Yes. Tag each lead with a source (web, phone, referral, campaign) and report on what converts best.
Do you support values?
Add estimated value to forecast revenue and prioritize follow-ups.
How do follow-ups work?
Set reminders and next actions. Log calls/emails and keep notes in one place.
Can I convert leads into quotes or jobs?
Yes—create a quote or job in one click once the lead is marked won.
Can I import existing leads?
Import via CSV and map your fields. You can also export anytime.
Is this mobile-friendly?
Absolutely. Update stages and add notes from the field on any device.