Leads and activity
Every enquiry tracked, from first hello to first order.
Trade show contacts, website enquiries and referrals in one pipeline, with every call and note on the record. When a lead is ready, it becomes a customer and a quote without anyone typing it twice. No separate CRM needed.
Pipeline view
See your whole sales pipeline at a glance.
A kanban board that shows every lead by stage. Drag cards between columns as conversations move on, and set the stages to match how your shop actually sells.
- Drag-and-drop cards between stages
- Configurable pipeline stages to match your process
- Total pipeline value visible at all times
- Filter by rep, source or date range
Conversation timeline
Every call, note and email in one place.
Notes, calls, emails and meetings are logged in a chat-style timeline on every lead, quote, order and invoice. @mention a teammate to loop them in. Open any customer and read the whole relationship in one scroll.
- Log notes, calls, emails and meetings on any document
- @mention team members to keep everyone in the loop
- One customer timeline across every quote, order and invoice
- Status changes tracked automatically, so you know when a quote was sent, approved or lost
Follow-ups
Never forget to call back.
Set a follow-up with one tap. See what is due today, what is overdue and what is coming up, so a warm lead does not go cold because a sticky note fell off the monitor.
- One-tap follow-up scheduling from any lead
- Today view shows everything due now
- Overdue alerts so nothing gets missed
- Automatic reminders before follow-ups
Lead to customer
The lead becomes a customer, history and all.
Click Create Quote and TaggIQ handles the rest. The lead becomes a customer, the activity history carries over, and you are already building the quote. No re-entering data.
- Convert a lead to a customer with one click
- Full activity history carries over automatically
- Jump straight into building the first quote
- No duplicate data entry
The details
Everything you need to manage leads.
Built for print, promo and sign sales reps who meet people everywhere: trade shows, events, referrals and cold calls.
Quick capture
Add a new lead in seconds. A name, a company and a note is all you need to start.
Deal value tracking
Attach an estimated value to each lead and see what your whole pipeline is worth.
Stage management
Drag leads across your own stages. The board updates in real time as the pipeline moves.
Activity timeline
Every note, call and email in date order. @mention colleagues to keep them informed.
AI agents
Which AI agents work on your leads and customers?
Agents read the same timeline, quotes and order history your team uses, and hand the conversation back to a person when the customer replies.
- Quote Agent Proposed build Every quote followed up. Stops the moment they reply. See the Quote Agent
- Repeat Order Agent Proposed build Gets in touch when a customer is due to reorder. See the Repeat Order Agent
Related features
- Quotes and presentations Turn a qualified lead into a quote with decoration costs and online approval. Learn more
- Orders and production Approved quotes become orders, purchase orders and production jobs. Learn more
- Reports and margins Pipeline value, conversion and rep performance from the same records. Learn more
FAQ
Questions about leads in TaggIQ
Do I need a separate CRM alongside TaggIQ?
No. The lead pipeline, follow-ups and activity timeline are built in, on the same records as your quotes, orders and invoices.
What happens to a lead's history when it becomes a customer?
Click Create Quote and the lead becomes a customer. Every note, call and email carries over automatically, and you go straight into building the first quote.
Can I change the pipeline stages?
Yes. Configure the stages to match your sales process, drag leads between them, and filter the board by rep, source or date range.
How do follow-up reminders work?
Set a follow-up with one tap from any lead. The Today view shows what is due now, overdue follow-ups are flagged, and reminders arrive before each one is due.
Find the first job TaggIQ can take off your plate.
A 30-minute conversation about your workflow. You leave knowing which agent is worth building, whether or not you work with us.
Book an AI workflow assessment Try the platform free for 30 days
Free assessment. No card for the platform trial. Agent fees are quoted separately.