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The CRM Marketing Dashboard — a stage funnel with live conversion percentages and a leads-by-source bar chart.
Business template

CRM

Lead capture, a drag-and-drop pipeline, engagement charts, and consent-safe email campaigns — installed as one workspace.

leadscampaignspipeline
Use this template

Free to add. Sign in and it applies to your workspace.

What it looks like

  • The All Leads table listing leads with company, source, capture date, lifecycle stage and consent state.
    The full list with source, stage and consent state on every row — so you always know who you may still email.
  • The Campaign Email Template note open in the editor, composed like any other note.
    Write a campaign the way you write a note, merge fields and all, then send yourself a test before it goes out.
  • The Lead Capture Form note showing the capture webhook set-up.
    Point any form at the capture webhook and every submission lands as a lead on the pipeline, consent state and all.

What you get

  • 4
    Facets

    Lead, Campaign, Parent Task, Contact

  • 6
    Notes

    Marketing Dashboard, CRM Guide, Provider Connect Guide, Domain Setup Guide, Campaign Email Template, Lead Capture Form

  • 10
    Saved views

    Leads Pipeline, All Leads, Won Leads, Campaigns, Suppression List, Stage Funnel, Leads by Source, Total Leads

  • 1
    Workflow

    Lead Capture — lead

  • 4
    Form templates

    Campaign, Lead, CRM Contact, Parent Task