Capture prospects as leads, follow them up, and convert a lead to a client in one step with its history carried across. Agents and staff work the same pipeline instead of notes on paper.
The challenges
- Enquiries written in notebooks or lost in chats.
- No record of who followed up with whom.
- Re-typing a prospect’s details when they become a client.
- No view of how many leads turn into clients.
Example workflow
- An enquiry comes in and is captured as a lead.
- Staff or agents follow up and record the outcome.
- When the prospect agrees, convert the lead to a client in one click.
- Raise their first invoice from the new client profile.
How Taxwise helps
Lead capture
Record prospects with source, contact details and notes.
Follow-up history
Everyone sees what was said and what comes next.
One-click conversion
Turn a lead into a client without re-typing anything.
Agent-friendly
Agents can add and track their own leads.
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