Module · part of Koldwerk
Leads
Interest before there's a quote lives in a notepad, a WhatsApp app, or just someone's memory — and the first person who doesn't call back within a day is the first to go to a competitor.
Every lead on a kanban board with five status columns, with a colour indicator showing how long it's been since you last had contact. Once it gets serious, convert the lead into a quote in one click — without retyping the customer's details.
BRL 100 and STEK are Dutch national certification schemes — full support today is NL-only. See our honest country-coverage disclosure.
What it does
- Kanban board with five status columns: New, Contact made, Quote sent, Won, Lost.
- Freshness indicator per lead since the last activity: green within 1 hour, amber within 24 hours, red after that — the longest-unfollowed lead sits at the top of each column.
- Activity log per lead (note, call, email, status change) with who did it and when.
- Source tracking: website, phone, referral, maintenance contract, other.
- "Convert to quote" creates a customer automatically if needed and moves the lead to Quote sent; converting the same lead a second time reuses that customer instead of creating a duplicate.
- As soon as the linked quote is approved by the customer, the lead automatically jumps to Won.
Compliant with
Use cases
How installers use this module day to day
A busy period with lots of phone inquiries
An installer logs a lead while on-site for a maintenance visit at another customer — no separate CRM needed, straight from the workspace.
Nobody falls through the cracks
The "New" column turns red within a day if nobody follows up — before the lead goes cold and calls a competitor instead.
From interest to work order
Convert the lead to a quote, the customer approves via the quote link — the lead automatically moves to Won and the draft work order is already waiting.
FAQ
Frequently asked questions
Who can log and follow up on leads?
Both office staff and installers — an installer can log a lead on-site or during a maintenance visit just as easily as someone in the office.
What happens if I convert the same lead to a quote twice?
The second time reuses the customer already created instead of creating a duplicate — the conversion is idempotent.
Does the Leads module cost extra?
No. Leads is included in every plan, like the rest of the core modules.
Ready to use leads?
7 days free, no credit card needed. Cancel monthly after that — no renewal tricks.
Create account (NL)