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ClientTurn
Lead conversion

Turn more inbound enquiries into booked business.

ClientTurn responds, follows up, qualifies and routes warm leads so fewer good opportunities depend on manual timing.

Start Free See the workflow
  • 14-day free trial
  • Nothing charged during the trial
  • Quick setup

The lead was interested. The process broke.

Slow follow-up, loose qualification and manual handover lose good opportunities.

Slow reply

Enquiries lose momentum when responses are delayed.

New website enquiry2h ago

“Hi, we’d like a quote for a website rebuild…”

Replied after 2 hoursMomentum fades while the enquiry waits.

Missed follow-up

Leads go cold without consistent, timely follow-up.

  • Day 1Initial response
  • Day 3Follow-up email
  • Day 7Second follow-up
  • Day 14Final attempt
Follow-up stoppedMany good leads never get a second touch.

Weak qualification

Without clear criteria, poor-fit leads waste your time.

Typical questions often missing:

  • Budget
  • Timescale
  • Project type
  • Location
Unclear fitTeams spend time on the wrong leads.

Disconnected handover

Qualified leads get lost between tools and people.

  • Lead qualifies
  • Notify the right person
  • Create appointment
  • Update CRM
Handover breaks downLeads fall through the cracks.
The core engine

From capture to qualification, in one flow.

Capture, follow up and qualify automatically, so your team works the leads that are ready.

Capture

Every lead starts with context.

Every enquiry lands in one place with its source, details and history.

Leads

Add Lead
All Leads124New18In Follow-up36Qualified28Booked12
Search leads…FiltersSort
NameSourceStatusLast activity
James Carterjames@carterstudio.co.ukWebsiteNew2 minutes agoForm submission
Sophie Williamssophie@gmail.comFacebook AdsIn follow-up12 minutes agoReplied to email
Daniel Brooksdaniel@brooksdigital.co.ukGoogle AdsQualified1 hour agoAnswered questions
Emily Clarkeemily.clarke@hotmail.comWebsiteNew2 hours agoForm submission
Michael Reedmichael@reedlegal.co.ukInstagramIn follow-up3 hours agoReplied to SMS
Daniel BrooksQualifieddaniel@brooksdigital.co.uk · 07812 345 678View profile
SourceGoogle Ads
Enquiry typeWebsite rebuild
LocationBournemouth, UK
Budget£10k – £25k
  • All lead sources in one inbox
  • Full enquiry history
  • Automatic assignment
Follow-up

Consistent follow-up without a workflow maze.

Multi-channel follow-up that keeps going until the lead responds.

Follow-up Sequence

ActiveEdit
Email — Initial responseThanks for your enquirySend immediatelySent
SMS — Friendly follow-upJust checking you received thisSend in 2 days(9:00 AM)Scheduled
WhatsApp — Additional infoShare brochure and next stepsSend in 5 days(10:00 AM)Scheduled
Email — Final follow-upShould we keep this open?Send in 10 days(9:00 AM)Scheduled
Add step
Settings
  • Quiet hours8:00 PM – 8:00 AM
  • Stop on reply
  • Stop on booking
  • Max steps4 steps
Message preview
EmailSMSWhatsApp
Subject: Thanks for your enquiry

Hi {{first_name}},

Thanks for getting in touch. We’ve received your enquiry about {{service}} and will be in touch shortly.

If you have any additional information in the meantime, just reply to this email.

Best regards,
{{company_name}}

  • Email, SMS & WhatsApp from one workflow
  • Smart sending times and reminders
  • Stop conditions keep it compliant
Qualification

Define what a good opportunity actually looks like.

Your own questions and rules qualify each enquiry and route it onwards.

Qualification

Save changes
QuestionsRulesPreviewOutcomes
Which service are you interested in?Single select
What is your budget?Single select
When are you looking to start?Single select
Company websiteText input
Any additional information?Long text
Add question
Sample lead response
Project type
Website rebuild
Budget
£10k - £25k
Timescale
Within 3 months
Location
Bournemouth, UK
Additional information

We need a new site with a client login area…

Qualification resultQualified

Routing

Edit
QualifiedSend to Sales + create booking task
Needs ReviewAssign to team member
Not a FitSend nurture sequence
  • Your questions and criteria
  • Explainable outcomes
  • Automatic routing

Configured rules determine canonical qualification outcomes; AI can assist but does not invent your business criteria.

Learn more about qualification
Complete the journey

From response to revenue, without the manual work.

Book, reactivate and measure across the whole journey.

Booking

Route the right lead to the right next step.

Book appointments or hand qualified leads to your team, by your rules.

Book appointment

Send booking link
James CarterQualified

New website rebuild enquiry

james@carterco.example · 07700 900123
Book appointmentSend Calendly link and confirm automatically
Handover to teamAssign to sales team with full context
Add to nurtureKeep in follow-up sequence
Select a time
September 2026
Appointment confirmedThe lead has been added to your calendar and a confirmation email has been sent.View in calendar
  • Calendly or your own booking system
  • Automatic confirmation
  • Full lead context included
Reactivation

Give older eligible enquiries another chance to convert.

Re-engage past enquiries, with suppression built in.

Reactivation campaign

Create campaign
532Eligible
218Suppressed
0Unsubscribed
314Ready to contact
NameLast enquiryStatusNext step
Sarah Mitchell6 months agoEligibleAdd to campaign
Tom Richards8 months agoSuppressed—
Lucy Adams5 months agoEligibleAdd to campaign
Mark Wilson11 months agoEligibleAdd to campaign
Daniel Evans9 months agoUnsubscribed—
Emma Clarke7 months agoEligibleAdd to campaign
Reactivation messageEdit
Subject: Still planning your project?

Hi {first_name},
Just checking if you’re still considering a {project_type}. If you have any questions or would like an updated quote, we’re here to help.

Recipients314
Open rate—
Reply rate—
  • Built-in suppression and unsubscribe handling
  • Flexible message templates
  • Track results and replies
Analytics

See where opportunities move, and where they stall.

Track every stage from new lead to won business.

Conversion performance

Last 30 days
1,248New leads
892Contacted
604Replied
428Qualified
312Booked
186Won
100%71%48%34%25%15%

Lead sources

  • Website38%
  • Facebook Ads24%
  • Google Ads18%
  • Manual Entry12%
  • Other8%
View sources

Response time

2h 18mLast 30 days

Average time to first response

View detailed analytics

Illustrative product data — not customer results.

  • Full funnel visibility
  • Identify drop-off points
  • Make data-driven improvements

More booked appointments. More revenue opportunities. A more efficient team.

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Integrations

Keep the tools around your lead journey connected.

Lead sources, messaging, booking and CRM in one flow.

Lead sources

  • Meta Lead AdsDirect
  • Google AdsDirect
  • TikTok Lead GenerationDirect
  • LinkedIn Lead Gen FormsDirect

Communication

  • Twilio SMSDirect
  • WhatsAppDirect
  • EmailDirect
  • SlackDirect

Booking

  • Google CalendarDirect
  • CalendlyDirect

CRM & automation

  • HubSpotDirect
  • Zoho CRMDirect
  • SalesforceTeam-assisted
  • PipedriveWebhook connector
  • ZapierWebhook connector

LinkedIn Assist — assisted by design, your account stays safe. We draft your connection notes and follow-ups; you send them yourself.

“Webhook connector”: the other system posts to our signed endpoint; we never read or write in that account. “Team-assisted”: no self-serve connect yet, so our team sets it up.

See all integrations
Start converting

Give every inbound enquiry a clear next step.

Respond, qualify, follow up and route warm leads from one connected ClientTurn workflow.

Start Free Contact Sales

14-day free trial · Nothing charged until it ends

Lead
Reply
Qualified
Booked