Clients & Leads – Streamlime

Add and manage clients and leads with ease

Add an unlimited number of clients and leads.

Client and lead management is simple with Streamlime. Add and track lead conversions, and assign projects and tasks to clients, generate invoices and track detailed workflows for each of your clients.

Leads

Add leads, assign lead agents, and track the status of lead conversions with custom statuses that are tailored to your business needs.
Schedule follow-ups and convert the leads to clients with just one click.
The Kanban Lead Board feature allows you to drag and drop your leads to update their status, or you can use the list view if you prefer.
Share the lead form or embed it into your website and allow leads to onboard themselves. All leads submitted through this form will be automatically loaded into your Streamlime dashboard for easy tracking.
Send proposals and quotations to leads in seconds.

Clients

Assign projects and tasks to clients
Generate, send and track the status of quotations, invoices, payments and credit notes per client
Create and sign digital client contracts
Boost communication with Streamlime messaging and your own support ticket system
Allow clients access to the client dashboard and automate your ordering process by allowing clients to place orders for goods or services straight from their dashboard
View detailed reports and data driven insights on clients
Store client documents and keep discussions in one place