Your website is one of your best salespeople. Every time someone reaches out through it, we count that as a lead and show it to you in your portal.

2 kinds of Leads

Visitors may interact with your website in different ways. Some leave a message, while others just tap a button or link.

Messages are people who left their details. A contact form gives you their name, phone, email and what they asked for, so you can answer them. These are the ones you should act on, and show up as the main count on your Inquiries page.

Taps are other indicators of interest: someone tapping your phone number to ring you, tapping your email address, or tapping a booking or quote button. They tell you somebody was interested, but they carry no name and no number. These are grouped under Other activity at the bottom of the page.

Why split them? A tap on your phone number is a footprint, not a message. Counting it next to a real inquiry made your total look bigger than the number of people you could actually call back.

Where to find your leads

Open your portal and choose Inquiries in the menu. You'll also see a quick count on your Home page.

One inquiry in the portal: who got in touch and when, their message, their email, Draft a reply and New, Contacted, Won or Lost

The number at the top is your messages this month, the ones with details you can reply to. Under it, we tell you how many taps came in.

Every message shows who reached out, which page they were on, whether they were on a phone or a computer, where they found you, and when. That's usually enough to know who to contact first.

Follow up in one tap

For every message, the portal gives you a head start:

  • Tap the phone number or email to call or message them right away.
  • Choose Draft a reply and we write a warm, ready-to-send reply to what they asked. Want it different? Select Shorter, Offer a quote or Suggest a call. Then open it in your email or copy it, and the inquiry is marked Contacted for you.
  • As you work through them, set each one to Contacted, Won or Lost, so you can always see at a glance who is still waiting on you.
An inquiry with a drafted reply, the Shorter, Offer a quote and Suggest a call options, and Open in email
Speed wins. The faster you follow up, the more likely you're to win the customer.

Taps

The Inquiries page has four tabs: Inbox for messages, Taps, Trends for this month's numbers and where people got in touch, and Settings. Select Taps to see them day by day. Each day has a line with a dot for every tap, and opening a day lists the exact times, the page it happened on and where the visitor came from.

The Taps tab: one line per day with a dot for each tap, and the newest day open to show the times

There's nothing to reply to here, but the time is the useful part. If someone tapped your number at 8:41 and you have a missed call around then, that's the one worth chasing.

Your daily lead summary

This setting is turned off by default. Under the Settings tab on the Inquiries page, you can turn it on to receive a daily summary of your leads. It's also under Account > Emails and notifications.

When enabled, once a day after working hours, we'll email you a summary of the leads your website brought in that day.

The daily lead summary switch at the bottom of the Inquiries page, turned on

If you're on a Growth plan, you get a ready-to-send reply in that email, so you can follow up without even opening the portal.

Growth and Essential plans

Both plans include an Inquiries overview.

If you're on a Growth plan, you also receive the full lead inbox which includes:

  • Each person's name, phone, email, and message
  • One-tap follow-up
  • AI-drafted replies

I don't see any leads

Lead tracking is switched on for you when your site goes live if we built it.

You may not see Inquiries in your portal if you joined with an existing website. Submit a request to get your leads set up.