2. Sales & Lead Management

🔁 Lead Intake

• Manual entry form
  
  
• API/webhook integration with lead sources (Facebook, Google Forms, Calendly, etc.)
  
  
• Lead assignment rules

📋 Lead Dashboard

• Status: New, Contacted, Qualified, Proposal Sent, Closed Won/Lost
  
  
• Filters: Source, Assigned Rep, Age, etc.
  
  
• Lead Notes & Activity Timeline
  
  

🧾 Proposal Builder

• Custom pricing matrix
  
  
• PDF export or e-sign sendout (integrate with PandaDoc / DocuSign)
  
  

💳 Sales to Client Conversion

• Convert won lead → Client Profile
  
  
• Attach invoice, contract, and onboarding checklist