Leads
Track quote requests, follow-up schedules, and outreach history.
6
Total leads
4
Action needed
1
Won
1
Lost
ContactServicesEstimateFollow-up
SC
Sarah Chen
Bloom Artisan Bakery
WebsiteMobile App
$12,000 – $22,000
3d overdue
MJ
Mike Johnson
Johnson HVAC Services
WebsiteCRM System
$9,500 – $18,000
4d overdue
EV
Elena Vasquez
Vasquez Family Law
Client PortalCRM System
$18,000 – $32,000
1d overdue
DP
David Park
Peak Performance Fitness
Mobile App
$14,000 – $28,000
5d overdue
LA
Lisa Anderson
Anderson Realty Group
WebsiteClient PortalCRM SystemMobile App
$38,000 – $60,000
In 26 days
RP
Raj Patel
Patel Auto Detailing
Website
$2,500 – $5,500
In 56 days
How automated follow-ups work
tesan ai schedules follow-up reminders automatically based on lead status. New leads get a reminder in 2 days, proposals follow up in 5 days, and contacted leads are nudged every 3 days — unless you mark them as won or lost. You can contact any lead manually using the Contact button at any time.