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Lead Management

Improve sales performance

Say goodbye to spreadsheets and sticky notes. Our built-in lead management system coordinates your sales funnel to track next steps, nurture clients, and turns leads into memberships.

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A staff member using Mindbody software for lead management.
A screenshot showing the lead management capabilities of Mindbody software.

One CRM system—unlimited possibilities

Manage new leads with a customizable dashboard that coordinates your sales efforts. It’s a built-in pipeline with easy-to-access client profiles, scheduled follow-ups, and tools to measure your performance.

A collage demonstrating the lead management capabilities of Mindbody software.

Never miss a new lead

Quickly view your entire sales funnel—from first contact to purchase. Our lead management system automatically pulls in new client profiles and tagged leads.

A screenshot showing how you can automate your sales workflow using Mindbody software.

Automate the sales workflow

Distribute and assign next steps among staff, including sales goals for leads at every stage of the funnel. Plus, create automated follow-up tasks based on rules you can customize.

A screenshot showing how you can personalize your pipeline using Mindbody software.

Personalize your pipeline

See all touchpoints in a single timeline, and configure the actions that occur at each stage to match your unique sales process.

A collage demonstrating how Mindbody software helps you celebrate captured leads.

Celebrate your wins

Watch your business grow using conversion criteria that automatically moves captured leads into your “Won” column.

A screenshot showing how Mindbody software can provide you with insightful metrics about your sales funnel.

Drive performance with data

Turn more prospects into members using insightful metrics about your sales funnel. Use this data to adapt your workflow, add or reduce touchpoints, and sharpen your team’s performance.

Simplify your sales with built-in lead management

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