Leads & Pipeline

Every lead, auto-tagged by source

Forms, referrals, and paid ads land in one pipeline, labeled by where they came from. Stop guessing which channel works.

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Every lead, auto-tagged by source

Auto-source tagging

Instagram, Google, Referral. Stamped on the lead.

Pipeline by stage

New, Contacted, Interested, Closed. Drag to advance.

Notes that travel

Preferences and follow-ups stick to the customer record.

Or scan them as a sortable list

Or scan them as a sortable list

Prefer a table? Flip to list view to sort by source, stage, or date added. Every lead's contact info in a single row.

Know who you're calling before you dial

Know who you're calling before you dial

Source, contact info, and notes on one screen. Walk into the conversation knowing they prefer mornings.

The second a lead lands, you know

The second a lead lands, you know

Get pinged by push, text, and email the moment a new lead comes in, every channel opt in. The text and email arrive with a preview card, so you can see who it is and tap straight through to respond.

How it works

Step 1

A lead lands

From your booking page, a referral form, or a paid ad. Every channel funnels in.

Step 2

Auto-tagged by source

Meep stamps the channel and any UTM data on the lead. No manual entry.

Step 3

You work the pipeline

Move them New, Contacted, Interested, Closed. The pipeline tells you where to focus.

Frequently asked

Where do leads come from? +

Anywhere you publish a Meep booking link, web form, or QR code. Paid ads pass UTM tags so you know which campaign delivered each lead.

Can I import leads from a spreadsheet? +

Yes. Bulk upload via CSV. Source and stage map during import.

Does Meep have automated lead nurture? +

Yes. SMS or email follow-up sequences live in the Marketing Tools module.

Which plan includes lead management? +

Lead management is included in Core ($39/mo) with a 30-day free trial.