Custom Lead Statuses and Sources That Match How You Sell

Yes. Project leads, service bookings, product orders and general enquiries each have their own status list. That lets a booking follow Requested, Confirmed and Completed while a sales enquiry follows New, Contacted and Quotation Sent. Each list also drives its own Kanban board, so the pipeline always matches the work.

New companies get ten statuses: New, Contacted, Followup, Qualified, In Progress, On Hold, Postponed, Completed, Wrong and Lost. Completed is marked as won, while Wrong and Lost are marked as lost. You can rename, recolour, reorder or remove them whenever your process changes.

The flags tell AliveCRM which outcomes count as conversions and which count as lost deals. Reports and the pipeline then calculate results the same way for every rep, even if your teams use different names for the final stage, which keeps conversion figures fair and comparable.

Every web form is linked to a source, so leads it captures are labelled automatically, along with the page URL they were submitted from. When you add or import leads by hand, you pick the source. The lead list can be filtered by source and reports compare sources side by side.

You can switch a source off so it no longer appears when adding new leads, while older leads keep their original label. That keeps history accurate, so last year's reports still show where those leads came from even after the channel has been retired.