Lead Management
Lead Management and CRM for Agencies
Droova gives you a Kanban pipeline for every lead in your business, with status, priority, source, estimated value, and notes. When the deal closes, you convert the lead to a real project without retyping anything.
Prefer to try before you commit? On the demo, bring one live project. We set it up on Droova for you, so you test it on real work, not a sandbox.
Interactive demo
Click through it yourself. Shows an earlier UI, the flow is the same.
What it does
- Eight pipeline statuses. New, Contacted, Qualified, Proposal Sent, Negotiating, Follow Up, Won, Lost. Move leads by dragging on the Kanban or picking from a dropdown.
- Source tracking. Website, Referral, Cold Call, Social Media, Advertisement, or Other.
- Priority and service type. Set Low, Medium, or High priority, and tag the service the lead asked for (Consultation, Design, Development, Audit, and more).
- Estimated value. Add a currency amount per lead, useful for pipeline totals.
- Lost reason tracking. When you mark a lead Lost, you pick a reason (price, timing, competitor, no budget, not a fit, ghosted, other), recorded for reporting.
- Contact and follow-up dates. Last contact and next follow up dates update automatically when you log a call against the lead.
- Files and duplicate detection. Attach files with optional tags, and click "Find Duplicates" to surface leads with matching name, email, or phone.
- One-click conversion to a project. The lead’s name, notes, and (optionally) assigned team members carry over to the new project.
- Capture leads from your site, no code. Build a form in the CRM Inbound section, then share its hosted link or embed it with a one-line iframe. Submissions drop into your pipeline tagged by source. A raw webhook is also available for posting leads from your own stack.
What it does not do
Straight scope, so you know exactly what you are getting.
- No automated lead scoring. Lead priority is set manually.
- No automatic duplicate merging. Duplicates are detected, but you decide what to do.
- The capture form uses a fixed set of fields (name, email, phone, message, a service dropdown, plus extra dropdowns you define). It is not a full drag-and-drop form builder with arbitrary field types or multi-step pages.
- No email or SMS to leads from Droova. Outbound communication happens in your existing email and phone tools.
Who it is for
Agency owners and founders who already track leads in a spreadsheet or sticky notes and want a real pipeline view with conversion to project in one tool.
Who it is not for
Outbound sales teams making hundreds of cold calls a day. Droova is built for relationship sales pipelines, not high volume cold outreach.
How it works
- 1 Open the Leads page.
- 2 Click "New Lead".
- 3 Fill in the contact info, source, estimated value, and notes.
- 4 Save. The lead appears in the New column.
- 5 Move the lead through the pipeline as your conversations progress.
- 6 When the deal closes, click "Convert to Project".
How it compares
| Droova | HubSpot Starter | Pipedrive | |
|---|---|---|---|
| Convert a won lead into a project | One click, notes carry over | No project management | No project management |
| Built into your PM and client portal | Yes, one workspace | Separate tool | Separate tool |
| High-volume cold outreach automation | Not built for it | Yes | Yes |
Frequently asked questions
Can I reopen a lead I marked Lost?
No. Once a lead is Lost the conversion path is closed. If the prospect comes back later, create a new lead and link it in the notes.
Does Droova send emails to leads automatically?
No. Droova tracks the lead and its conversations. Sending the actual emails is up to your email tool.
When I convert a lead to a project, what carries over?
The lead name, the service type, and the lead’s notes are used to pre-fill the project. You also choose which team members assigned to the lead should join the project team.
How does Droova detect duplicate leads?
It matches on name, email, and phone. You click "Find Duplicates" to see suggestions. Merging is manual so you stay in control.
Can I capture leads from my website?
Yes. Build a form in the CRM Inbound section, then share its hosted link or paste a one-line iframe on your site. Submissions become leads in your pipeline automatically, tagged by source. You can also post leads from another tool using the raw webhook.
Can I import leads from a CSV?
Yes, on the Analytics page under the Import or Export tab. Map your CSV columns to lead fields and import in bulk.
See it on your own project
Book a 30-minute demo. Bring one active client project and we will set it up on Droova for you, so you can try the workflow on real work before you decide.
Book a 30-min demo