One lead. One connected journey. Here is how to follow it.
01 — Capture a lead
Use the interactive lead demo on the homepage. Enter a name, company, email, service, budget and timeline. The details stay in your browser. Avoid entering sensitive information.
02 — Understand the score
The demo uses deterministic rules, not an AI service. Budget contributes up to 35 points, urgency up to 21, a company name adds 5, and the base score is 30. A score of 75 or more routes the lead to the priority queue.
03 — Work the pipeline
Open Leads to search, filter or sort. Select a lead to view qualification details, change its status and save a note. In Pipeline, drag between stages or use the stage selector on each card.
04 — Shape the process
Automations lets you select nodes, edit settings, pause a flow and visualize a test run. Forms lets you add, rename, reorder and remove fields. Changes are local to your browser.
05 — Reset and start again
Workspace settings include a data reset for the sample leads. Saved data is not synced across devices or browsers. Clearing browser storage also clears this demonstration.