Leads board

Every lead on one board, with where it came from

Website forms, your booking page and the people who call all land in the same place. Each card shows who it is, what they want, where they found you and what the quote is worth.

Included in Pro and Business 14 days of Business free on every new shop, no card.

The PeelBoard leads board with lead cards in columns for new, quote sent, contacted and scheduled.
The PeelBoard leads board with lead cards in columns for new, quote sent, contacted and scheduled. On a phone.
Leads move across the board as you quote and book them.

It moves itself

Send a quote and the card moves to Quote sent. Book it and it moves to Scheduled. Start and finish the job and it keeps going. Leads that go quiet for 30 days slide into Gone cold so the board stays honest.

See who is actually interested

Each card shows how old the lead is, whether the customer opened the quote, and how many follow-ups have gone out. Call or text from the card, add notes, and turn it into a quote in one tap.

Know which ads are working

Every lead carries its source: Google, Instagram, Facebook, TikTok, a referral, a walk-in, your website or your booking page. When a lead is lost, pick why, so you can see if it is price or nobody called back.

Plug in your Facebook lead ads

A private link in Settings takes leads from Zapier, Make or GoHighLevel, including Facebook and Instagram lead forms sent through them.

What you get

  • Cards move on quote sent, booked and finished
  • Source and quote value on every card
  • Quote opened and follow-ups sent at a glance
  • Lost reasons
  • Call, text or quote from the card
  • Lead link for Zapier, Make and GoHighLevel

Included in Pro and Business See pricing

Questions shops ask

Where do leads come from?

Your PeelBoard website form, your other lead forms, your booking page, anything you add by hand, and other tools through the lead link in Settings.

Does it connect straight to Facebook lead ads?

Through Zapier, Make or GoHighLevel. Point them at your private lead link and the leads land on the board marked Facebook.

Can my installers see the quote amounts?

Only if you let them. With team access limited, dollar amounts are hidden from installers.

Which plan includes the leads board?

The leads board is on Pro ($49 a month) and Business ($99). Every new shop gets 14 days of Business free, no card needed.

Put your leads on one board

Free to start and free forever on the basics. Every new shop also gets 14 days of Business with everything unlocked, and no card.

Start free