How leads come in
- Website form: Connect your site's form; every submission arrives with a follow-up reminder. The code is under CRM > Automations.
- Import a list: CSV from Excel, Google Sheets or your old CRM.
- Connect a CRM: HubSpot, Pipedrive or Attio contacts come in automatically.
- Add one by hand.
Who to contact today
Advenro scores every lead for follow-up: first touch, follow-up, proposal nudge or a scheduled call. The Due view is sorted by it. Open a lead for an AI summary, the next step, the best channel and a first message.
Stages
New → Qualified → Proposal → Won / Lost. Drag cards on the Board.
Automations
Send a welcome e-mail or a reminder when a lead arrives or changes stage. Settings are under CRM > Automations.
Companies
Leads are grouped by company; the company logo and domain are found automatically.