CRM · Leads
See the opportunity.
Know the next move.
Capture leads through intake forms, move them through pipeline stages you define on a list or kanban board, and convert the winners to customers. Add custom fields, and every stage change stays in the record history.
Contact usIntake form
Received · Lead created
Leads
Every lead, in plain view.
The same four sample leads, read three ways.
- 01
A pipeline you can read
Use a list or kanban board to follow leads through the stages your team uses.
- 02
Ownership stays visible
Keep the responsible person and the current stage on the opportunity so the next action has a clear home.
- 03
Movement with a history
Stage changes run through workspace permissions and become part of the record history.
Capture it. Qualify it. Convert it.
A clear path from hello to yes.
One sample month, left to right
3 converted
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12Captured
01Capture the opportunity
Bring the lead and its contact into the workspace.
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7Qualified
02Qualify with context
Review the customer, assign an owner, and follow the conversation.
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3Converted
03Advance the relationship
Move the stage as the opportunity develops and keep the change on record.
The same form and stages, in your words.
Out of the box
- New
- Contacted
- Qualified
- Proposal
- Won
Your leads1
- Enquiry
- Site visit
- Quote sent
- Booked
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Your own pipeline stages
A cleaning company uses Enquiry, Site visit, Quote sent and Booked instead of generic stage names.
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A "Lead source detail" field
Record which trade show, partner or ad brought each lead in, then filter and group by it.
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Required when it matters
Make "Budget" required whenever another field, such as service type, has the value you choose.
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Route new leads automatically
A workflow assigns each new lead to the right salesperson and posts it to your team chat.
Ways to tailor Leads.
Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.
Read more: From lead to payment: how one record travels through your business
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Fields and layout in Studio
Add your own intake fields, require a budget before a lead can advance, and recolor or rename the way leads are presented on the board.
See Studio -
Workflows and automations
Start a workflow when a lead is created or its stage changes, so follow up never depends on someone remembering. Connect it to your email, chat and the apps you already use.
See Workflows -
Roles and permissions
Every paid planDecide who can see, create and change leads, down to records and fields, with custom roles.
See Users and Roles -
Agaro Agent
Ask about your leads in plain language. The Agent asks before it changes a record, and it works within your permissions.
Meet Agaro Agent -
Your own custom modules
Scale and upWhen leads needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.
See custom modules -
App Builder
Every paid planBuild a website, document, slides or internal app next to your leads, described in plain words.
See App Builder -
Open API and MCP
Scale and upConnect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.
- CRM
Contacts
Companies and people with addresses, notes, and history in one place, shared by sales, marketing, and finance. Add your own custom fields and shape the list, grid, and board views in Studio.
- CRM
Pipeline
See the lead board, the opportunity pipeline, and the forecast together. Edit stages, assign owners, and keep next steps in view for the sales team.
- CRM
Scheduling
Calendar, bookings, and event types beside your contacts. Connect Google Calendar or Outlook Calendar, take bookings, and keep each meeting on the customer record.