Leads & CRM
Win more of the right work.
Every enquiry lands in one pipeline, with an owner, a next step and a reminder when it goes quiet. When a deal is won, it becomes a client and a project in one click.
Free during early access · We reply within 2 working days
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Drag-and-drop pipeline
Move deals across your own stages on a board, or work them in a sortable list.
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Website lead forms
Embed a hosted form on your site, and every submission becomes a lead.
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Lead sources by webhook
Connect Zapier, Make, ad lead forms or chat widgets, each with its own key.
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Follow-up reminders
Next steps with due dates, and a morning nudge when a deal goes quiet.
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Owners assigned for you
Route new leads to one person, or take turns across your sales team.
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One-click conversion
A won deal becomes a client and a project, with the contact carried over.
Capture
Every enquiry, in the pipeline without retyping
Design a lead form with your fields, colors and copy, then paste one line of code on your site. Spam protection is built in, and a returning contact is added to their open lead instead of creating a duplicate.
- Hosted form or iframe embed
- Auto-reply and email alerts
- Lead sources for Zapier, Make and ads
Follow up
See which deals need you today
Open leads, proposals out, win rate and deals that need follow-up sit at the top of the page. A deal needs you when its next step is due or nothing has happened for 7 days, and the owner gets a reminder.
- Next steps with due dates
- Notes, calls, emails and meetings on one timeline
- Email the contact right from the lead
Win
From deal to proposal to project
Create a proposal from any lead, and the lead moves to Won when the client accepts. Convert it to a client and a project in one step, with the lead owner as account lead.
- Proposals linked to the lead
- Won and lost stages you define
- Lead sources reported in Sales
How it works
Up and running in minutes.
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1
Capture
Website forms and connected sources drop new leads into your pipeline.
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2
Assign
Each lead gets an owner, by person or by taking turns.
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3
Follow up
Set a next step, log activity, and act on the follow-up list.
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4
Convert
Send a proposal, win the deal, and turn it into a client and project.
Questions about crm
Can I capture leads from my existing website?
Yes. Embed Bitrack’s hosted form with one line of code, use an iframe, or point your own form at the address Bitrack gives you.
Does it work with Zapier and ad platforms?
Yes. Create a lead source for Zapier, Make, ad lead forms, chat widgets or your own scripts. Each source has its own address and API key.
How does Bitrack stop duplicate leads?
If someone with an open lead writes again from the same email, the enquiry is added to that lead’s timeline and the owner is told.
Can I change the pipeline stages?
Yes. Add, rename, recolor and reorder stages, and set each one as Open, Won or Lost with a chance to close.
Can I import my existing leads?
Yes. You can import leads, clients and contacts from CSV files.
Step-by-step guides: the help centre.
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Free during early access · We reply within 2 working days