Reply with two starting points
LeadsGive every enquiry
Give every enquiry
a clear next step.
Keep the source, the conversation and the qualification together. Know who owns the follow-up, what is missing and when an enquiry is ready to become a deal.
Illustrative preview · Every enquiry has a source and an owner.
01The pipeline
See the enquiries.
Keep the follow-up moving.
A board puts new and contacted leads beside their next steps. The owner, estimated value and qualification answers stay on the card, so the team can act with context.
- New, Contacted, Qualified and Disqualified stages
- Owner and estimated value on each lead
- The next step with its due date
- Quiet leads and work that needs you
Illustrative preview · Based on Tamaam’s current module UI.
02Source and conversation
Remember how
the opportunity arrived.
A lead keeps its contact, source and the conversation behind the enquiry. The brief explains what they want; files and internal discussion help the next person pick up the thread.
- Forms, email and other enquiry sources
- Contact and original conversation in context
- A brief, files and internal team notes
- A direct connection to the work around the lead
Illustrative preview · Based on Tamaam’s current module UI.
03Qualification
Ask the useful questions.
Make the decision yourself.
Start with budget, timeline and decision maker. Adapt the questions to the opportunity, keep the missing answers visible and decide whether the lead is worth a proposal.
- Qualification answers with their evidence
- Questions you can rename, add or remove
- Missing facts stated in words
- Your team makes the qualification decision
Illustrative preview · Based on Tamaam’s current module UI.
04From lead to deal
The enquiry is qualified.
Keep its history with the deal.
When you are ready, open the deal with the lead’s contact and estimated value. The qualified lead remains the history of how the work arrived; Deals takes over the proposal and negotiation.
- An explicit handoff when you choose to proceed
- Contact and value carried into the deal
- A link between the lead and the deal
- The original enquiry kept as history
Illustrative preview · Based on Tamaam’s current module UI.
05
Nefer in Leads
The right follow-up.
With a reason behind it.
Nefer notices a lead that needs a reply and uses the enquiry’s context to prepare the next message. Review the draft and decide how the conversation should move.
- Lead suggestions grounded in the enquiry
- Missing context brought to your attention
- A follow-up draft prepared for review
- Nefer never qualifies the lead for you
Illustrative preview · Proposals wait for your review.
Leads connects to the whole workspace
Give good enquiries
the attention they deserve.
Keep the conversation, the questions and the next step together. Move into a deal with the context intact.
Early access is openFounding members pay 30% less in year one