From cold lead to signed contract - all in one place
Wisdom keeps your pipeline organised and actionable, helping you track, prioritise and convert leads without dropping the ball. Whether you’re nurturing warm prospects or chasing new opportunities, everything’s structured for smarter, faster follow-ups.
Why Wisdom Lead Management?
Customise around how your agency works
No more juggling spreadsheets, emails and guesswork. Wisdom gives you a central hub for every new enquiry - capturing key details, assigning next steps, and giving your team the context they need to move quickly and confidently.
- Lead capture and qualification
- Log inbound leads manually or through integrations, and qualify them with tags, notes and custom fields to track source, sector, value and potential.
- Assign and action
- Allocate leads to team members with clear tasks and deadlines - making sure every opportunity is owned, followed up and moved forward.
- Track every stage
- From first contact to proposal sent, Wisdom lets you define your own stages and monitor progress through your sales pipeline.
- Attach files and notes
- Keep everything in one place - from pitch decks and proposals to call notes and emails - so nothing gets lost in the shuffle.
- Convert with one click
- When a lead is won, convert it into a live client, project or retainer instantly - bringing all the history and context with it.
- Smart reminders and follow-ups
- Set automated email & Wisdom notification reminders so no lead goes cold. Wisdom prompts you to follow up at the right time, keeping momentum high and opportunities alive.
Turn Interest into Action
No more lost contacts or cold conversations.
Wisdom helps you manage leads with structure and speed - so nothing gets missed, and the right opportunities move forward.
Quick lead capture
Add new leads in seconds - whether it’s from a call, a form or a casual referral. All neatly stored and searchable.
Pipeline visibility
Track each lead through your sales funnel with a clear, visual overview – from first contact to signed-off project.
Smart reminders & follow-ups
Set automated email & Wisdom notifications so no lead goes cold. Follow up at the right time, every time.
Fair Billing
Automatic 15-minute minimum ensures fair compensation while showing exact tracked time.
Quick Access
Recent clients at your fingertips. Smart search finds any client or project instantly.
Week View
Navigate your week effortlessly. Jump to any date or return to today with one click.
See it in action
Explore how Wisdom turns lead management into a streamlined, stress-free and pro-active process.
Where Leads Become Live Work
A smoother path from first contact to signed-off project
Wisdom brings structure to your sales process - no more spreadsheets, sticky notes or guesswork. Capture leads, track conversations, and convert with confidence.
- Visual pipeline tracking.
- See where every lead sits in your funnel, from new enquiry to confirmed client.
- Customisable stages.
- Tailor your lead pipeline to match how your agency works - pitch, proposal, negotiation, you name it.
- Convert to client in one click.
- When the lead is ready, instantly turn it into a client with linked projects, retainers or quotes.
“We used to lose track of leads all the time - now nothing slips through the cracks. Wisdom keeps everything moving, and our pipeline’s never looked healthier.”
Frequently asked questions
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Yes - you can rename, reorder and tailor the pipeline stages to match how your agency manages new business.
A word to the wise... It's FREE to try!
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