Simple Appointments
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Lead Pipeline & Appointment Booking

Move an approved lead from the first call to the closer's calendar without losing information between tools.

The Leads page is the working floor of Simple Appointments. Leads stay organized by folder and stage, with the details closers and setters need to move a conversation forward.

Inside Simple Appointments

See lead pipeline & appointment booking in the real workflow.

Simple Appointments call workspace with team scripts and live closer availability.
  1. 1Start from the lead
  2. 2Use the team script
  3. 3Book live availability
Real product view: lead identity fields are masked; the call, script, and live calendar workflow is unchanged.

What this changes for the team

01

Find the next lead

Search by business, contact, phone, address, or type instead of digging through a spreadsheet.

02

Call and document

Start the call from the lead and leave timestamped notes for the next conversation.

03

Book from the record

Turn interest into an appointment without retyping the lead's information.

04

Work the territory

View leads on a map and organize in-person follow-up by territory.

Built around closers and setters

The two roles stay connected.

Setters use Leads to call, qualify, and book. Closers use the same records to prepare, follow up, and keep ownership clear.

Next feature: Closer & Setter Dashboards →