Leads & Prospects

Capture, score, and work the pipeline, before they're clients.

Where leads come from

Web forms, manual entry, imports, and for Brokerage agencies, the ChronosCodex marketplace can geo-route leads in your selected categories to you automatically.

Prospect scoring

Prospects are scored from signals already in the record (household size, income range, members approaching 65) so call lists start with the likeliest wins.

Working the pipeline

Leads and Prospects pages are queues, not archives: filter, call or text from the record, set follow-up tasks, and promote to client when they enroll. Stage changes drive which automations apply.