How Leads Turn Into Customers
Lead → contact → deal → quote → invoice — one thread in LeadLock.
Overview
LeadLock keeps every touch in one place: Leads capture inbound interest; Contacts hold long-term relationships; Pipeline stages move deals forward; Quotes and LedgerAI invoices turn wins into cash. AI summarizes and tags so your team works faster.
Typical path
- 1
Capture — Form, chat, SMS, call, or webhook creates or updates a Lead.
- 2
Qualify — AI Insights and tags highlight who to call first.
- 3
Convert — Move stages in Pipeline; send Quotes; book on Calendar.
- 4
Collect — Issue invoices and track payments in LedgerAI.
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