Customers
Inquiries from your website forms land in one leads inbox. Asteri sets a reply-by time, hands the lead to the right person, and turns it into an estimate, a job, or a customer when you’re ready.
Leads
Marcus Lee
Website form · “Need 4 rooms of carpet cleaned before we move out”
Reply in 24 minutes · assigned to Priya
Alicia Gomez
Added by hand · Tile and grout
Northside Dental
Website form · Office cleaning
What you get
Leads arrive in one place, go to the right person, and don’t get forgotten.
Every form someone fills out on your website or on your Asteri form page becomes a lead, with where it came from.
Add a lead by hand from a phone call or walk-in, or import a list from a spreadsheet file (CSV).
Each new lead gets a time to reply by. If nobody responds in time, the assigned person gets an alert.
Set rules by source, service, priority, or time of day, and send leads to one teammate or a rotation.
The assigned person gets an alert in Asteri and a push notification when a new lead arrives.
Leads that look like spam go to their own tab, so they don’t crowd your inbox.
Asteri warns you when a lead matches an existing lead or customer.
Create an estimate, a job, a customer, or a sales opportunity right from the lead.
Move opportunities through 7 stages, from new lead to won or lost. Rename, recolor, and reorder the stages.
Speed to lead
Assignment rules decide who gets each lead. That person gets an alert on their phone, and a reply-by clock starts. If the lead is still waiting when time runs out, Asteri reminds them.
Assignment rule
When a lead comes from
Priority
Days
Mon to Fri, 8:00 AM to 6:00 PM
Assign to
Priya, Sam, and Jordan take turns
Close the sale
Turn a lead into a sales opportunity and move it through your pipeline. See what’s in each stage and how long it has been there.
Sales pipeline
How it works
Put an Asteri form on your website, or share your form page.
Decide who gets which leads, and when.
The assigned person gets an alert and a reply-by time.
Create the estimate, job, or customer in one click.
Questions
From forms on your website or your Asteri form page, from leads you add by hand, and from spreadsheet files (CSV) you import.
Each new lead gets a time to reply by. If nobody has responded by then, the assigned person gets an alert, and the lead shows as overdue in your inbox.
Yes. Set rules by lead source, service, priority, or days and hours, and send leads to one teammate or to a rotation where people take turns.
Leads that look like spam are set aside in their own tab, so you can check them without cluttering your inbox.
Yes. The pipeline starts with 7 stages. You can rename them, change their colors, and put them in a different order.