Lead Management That Shows Where Every Deal Stands
Every call, text, email, form and booking lands on one contact record. Your pipeline shows what’s new, what’s booked and what’s waiting on you, so nothing slips through.
What’s Included
One Record per Person
See every call, text, email, chat, booking and payment on a single timeline.
Drag-And-Drop Pipelines
Move deals through stages that match how you sell, with a value on each one.
Smart Lists and Tags
Save filters like “booked but not paid” and act on them in bulk.
Tasks and Notes
Assign follow-ups with due dates, so nobody wonders who’s calling back.
Lead Source Tracking
Know which ad, form or page each lead came from.
Import and Export
Bring contacts in from a spreadsheet and take them with you whenever you like.
Example
A New Enquiry, Start to Finish
How this plays out for a typical small business using CEAREM.
- Mon 10:14A lead fills in your website form. CEAREM creates the contact, notes the source and adds a deal.
- Mon 10:15Your team gets a notification and a task to call back.
- TuesdayThey book a consultation and the deal moves to “Booked” by itself.
- Next weekThey pay. The deal closes as won and shows up in your reports.
See Lead Management Set Up for Your Business
A short call with the person who would build your account. No obligation, no sales script. You’ll leave knowing what we’d set up, what it costs and how long it takes.