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Leads & CRM

Capture prospective members as leads and work them through a pipeline until they convert.

#Capture and convert a lead

  1. Add a lead

    Record a prospect’s details and where they came from. Enquiries sent from the public gym finder also arrive as leads.

    Leads pipeline

    Leads pipeline

    Gym Incognito web app
    Leads board for the Kothrud gym: 14 open leads worth ₹62,800, 7 follow-ups due and 3 won this month. Kanban columns New (6), Contacted (3), Follow up (2), Trial (3) and Won hold lead cards with name, source (Instagram, WhatsApp, Referral, Walk-in, Gym Finder, Phone, Website, Import), follow-up date (some marked 'Overdue by 1 day' or 'Today') and expected value.

  2. Work the pipeline

    Tap a stage to move the lead, log calls, WhatsApp messages, and visits, and set the next follow-up date so nobody is forgotten.

  3. Convert to a member

    When they sign up, convert the lead into a member and put them on a plan.

Result

The prospect becomes an active member, and the lead is marked converted.

Notes & limits

Leads pair well with tasks and broadcasts for follow-up at scale.