Sales
Leads
Leads in BisHub helps service businesses turning inquiries into booked work. BisHub keeps lead details, source, communication, status, estimates, booking context, and conversion history connected.
The problem
Leads arrive from calls, forms, booking requests, referrals, and manual entry, then get lost before they become customers or jobs.
How it works
- Step 01
Capture the record
Start from the customer, job, file, message, invoice, payment, or team activity that creates the need for leads.
- Step 02
Connect the workflow
Leads stays tied to related BisHub records instead of becoming a disconnected tool or spreadsheet.
- Step 03
Review and improve
Use status, activity history, reporting, and related modules to see what happened and what needs attention next.
What's included
Lead records
Lead records is part of the connected sales workflow inside BisHub.
Source tracking
Source tracking is part of the connected sales workflow inside BisHub.
Status pipeline
Status pipeline is part of the connected sales workflow inside BisHub.
Client conversion
Client conversion is part of the connected sales workflow inside BisHub.
Communication history
Communication history is part of the connected sales workflow inside BisHub.
Estimate handoff
Estimate handoff is part of the connected sales workflow inside BisHub.
Why teams choose this
- Stop losing new requests between inboxes and spreadsheets.
- See which sources create real work.
- Move qualified leads into clients, bookings, estimates, and projects.
- Keep follow-up visible to the whole team.
Use cases
Daily operations
Use leads while managing active customers, jobs, team activity, files, invoices, and payments.
Manager review
Review progress, exceptions, activity, and reporting without chasing disconnected notes.
Growing teams
Keep the workflow structured as more people, records, service areas, and customers are added.
Works well with
Frequently asked
Is leads active in BisHub?
Yes. Leads is treated as an active BisHub capability and is connected to the surrounding business workflow where relevant.
Does it connect to invoices and payments?
Where billing is involved, BisHub connects the workflow to estimates, invoices, online payments, payment tracking, and financial reporting.
Does it connect to customers and projects?
Yes. BisHub is built around connected clients, leads, projects, work items, files, communication, invoices, payments, and reports.
Can managers control access?
Yes. Role-based permissions, organization isolation, activity history, and audit logs help teams control who can view or change records.
Can this support field and office teams?
Yes. BisHub workflows are mobile-ready for field users and structured for office review, reporting, and follow-up.
How should a team start using it?
Start with current records and the workflow causing the most delay, then connect related modules such as clients, projects, files, invoices, payments, and reports.