For professional services
Lead management software for professional services
Give every prospective client a clear next step. LeadCentre helps professional services firms organise enquiries, respond promptly and follow up consultations and proposals, with the details your team needs in one place.
Make the first conversation easier to start
A new enquiry may arrive while you are with a client, preparing work or away from your desk. Bring supported website and campaign enquiries into LeadCentre, so the person handling new business can review the request and respond with context.
Keep prospective client enquiries organised
Keep contact details, the service requested and useful notes with each enquiry. Assign a clear owner, record progress and give colleagues a shared view of the next step, within their account permissions.
Follow up consultations and proposals
An initial conversation does not always lead to an immediate decision. Set a follow-up after a consultation, check in after sending a proposal or reconnect when a prospective client is ready to proceed. Keep the reason for the follow-up with the enquiry.
Ask for the details that make a difference
Use custom fields to keep relevant enquiry information close at hand, such as the service required, project scope, location or preferred consultation time. Your team can prepare for the first conversation without searching through separate messages.
See which enquiries become clients
Record the enquiries you win and the sales value your firm chooses to track. A clearer record of outcomes helps you review new business activity and understand which enquiries still need attention.
A practical process for service-based firms
LeadCentre can support accountancy firms, consultants, surveyors, design practices and other professional services businesses managing prospective client enquiries. Keep your existing tools for appointments, proposals and client work, with LeadCentre helping you manage the enquiry and follow-up.
From a website enquiry to an accepted proposal
Common questions
Which professional services can use LeadCentre?
It suits firms that handle prospective client enquiries and need a clear process for responding and following up. Examples include accountants, consultants, surveyors and design practices.
Can we track consultation requests?
Yes. Keep the request with the lead, record its progress and set follow-ups. If you use an external booking tool, check the supported booking form connection options.
Does LeadCentre include appointment scheduling?
Arrange appointments in your existing calendar or booking tool. LeadCentre helps you manage the related enquiry and follow-up.
Can we manage ongoing client work in LeadCentre?
LeadCentre focuses on enquiries and sales follow-up. Use your existing practice or project management tools for ongoing client work.
Give prospective clients a clearer path to working with you
Keep enquiries organised and the next conversation moving, from the first request to an agreed piece of work.