Lead Management

Turn Every
Visitor Into
a Paying Client.

Capture leads from your Top-SEOs profile, qualify them automatically, track every deal through your pipeline and convert prospects — all without a separate CRM tool.

No CRM needed
Auto-capture from your profile
Replaces HubSpot CRM
Lead pipeline
12 active
New4
Qualified3
Proposal2
Negotiation2
Won1
AP
Apex Digital Inc.
E-commerce · SEO
$3,200
Negotiation
BH
BrightHome Realty
Real Estate · Local SEO
$1,800
Proposal
SC
SkyCart Ecommerce
SaaS · Technical SEO
$4,500
Qualified
$28K
Pipeline value
38%
Win rate
4.2d
Avg. close time
What you get

Everything you need to close more deals

Six powerful modules that take a cold visitor on your profile to a signed, invoiced client — without ever leaving Top-SEOs.

Smart Lead Capture Forms
Embed intelligent lead capture forms on your Top-SEOs profile and gig pages. Every inquiry is automatically added to your pipeline with full contact details, service interest and budget range.
Replaces Typeform / HubSpot forms
Visual Pipeline Board
Track every lead across five stages: New → Qualified → Proposal Sent → Negotiation → Won. Drag leads between stages with one click. See your total pipeline value at a glance.
Replaces HubSpot CRM / Pipedrive
Lead Scoring & Qualification
Automatically score leads based on budget, service type, response time and engagement level. Focus your energy on the leads most likely to convert — not the ones wasting your time.
Replaces Salesforce lead scoring
Follow-up & Activity Tracking
Log every interaction — emails, calls, messages and proposals — against each lead. Set follow-up reminders so no lead goes cold. See the full conversation history in one timeline.
Native Timeline Architecture
Proposal Generation
Create and send professional proposals directly from a lead card. Set pricing, deliverables and timelines. When the client accepts, convert the proposal to a project and invoice in one click.
Replaces PandaDoc / Proposify
Win Rate & Revenue Reports
Track your conversion rate, average deal size, revenue by source and pipeline velocity. Understand exactly which services attract the highest-value clients and double down on what works.
Replaces HubSpot analytics
Your pipeline

Five stages. Zero lost leads.

Every lead moves through a clear, trackable pipeline — from first contact to signed project.

New Lead
Captured from your profile, gig page or direct enquiry
4 leads
Qualified
Budget confirmed, service matched, needs understood
3 leads
Proposal Sent
Custom proposal sent and awaiting client review
2 leads
Negotiation
Discussing pricing, scope and project timeline
2 leads
Won & Active
Project created, contract signed, work begins
1 lead
Hot leads this week
AP
Apex Digital Inc.
$3,200
Neg.
SC
SkyCart Ecommerce
$4,500
Qual.
GH
GrowHub Startup
$2,100
Prop.
Follow-ups due today
BH
BrightHome Realty
$1,800
Overdue
TR
TrueRate Finance
$5,000
Today
NX
Nexus SaaS Co.
$3,800
Today
Recently won
MW
MedWell Clinic
$2,400
Won
FS
FastShip Logistics
$3,600
Won
RB
RedBrick Agency
$1,200
Won
How it works

From profile visitor to paying client

Four clear steps — no CRM training, no complex setup. Start converting leads today.

01
Capture leads automatically
Your Top-SEOs profile and gig pages include a smart lead capture form. Every enquiry — name, company, service needed, budget — is automatically added to your pipeline. No copy-pasting from email ever again.
Auto-captured — zero manual entry
Lead capture form
Sarah Brennan
GrowthShop Ltd. · E-commerce
SEO Audit + On-page optimisation
Budget: $2,000–$4,000 / month
Message (optional)
02
Score & qualify automatically
Top-SEOs scores each lead instantly based on budget fit, service match, industry and response speed. Hot leads rise to the top. Cold or spam leads are filtered out. You focus only on prospects worth your time.
AI-powered scoring
Lead scores
AP
Apex Digital
94
SC
SkyCart
87
BH
BrightHome
72
GH
GrowHub
45
03
Nurture with activity tracking
Every email, call, message and meeting is logged against the lead automatically. Set follow-up reminders. See the full interaction timeline so you always know exactly where a deal stands — even after weeks of silence.
Never miss a follow-up
Activity timeline — Apex Digital
Lead captured from profile
May 18
Intro email sent
May 19
Discovery call — 28 mins
May 21
Proposal sent · $3,200/mo
May 22
Follow-up reminder due
Today
04
Convert to project & invoice
When a lead is won, convert it to a project in one click. The client, scope and pricing all carry over automatically. A project is created, the team is assigned and the first invoice is ready to send — in under 60 seconds.
Linked to Projects & Invoicing
Lead won — converting
Lead marked Won — Apex Digital
Done
Project "SEO Overhaul — Apex" created
Auto
Team assigned — Vinod M. + Manasi R.
Auto
Invoice INV-0048 · $3,200 ready
Ready
Why Top-SEOs wins

Top-SEOs vs standalone CRM tools

Other CRMs stop at the deal. Top-SEOs connects leads directly to hiring, project delivery and invoicing — one platform, zero data duplication.

Feature
Top-SEOs
HubSpot
Pipedrive
Visual pipeline board
✓
✓
✓
Lead capture from profile / gig page
✓
✗
✗
AI lead scoring
✓
✓
✗
Activity timeline & follow-up reminders
✓
✓
✓
Proposal generation & sending
✓
✓
✗
1-click convert to project
✓
✗
✗
Auto-generate invoice on win
✓
✗
✗
Connected to HRM & team assignment
✓
✗
✗
Cost
$100/yr all-in
$20/user/mo+
$15/user/mo+
FAQ

Common questions

Still have questions?
Our team replies in under 5 minutes. Chat with us now or book a call.
See the pipeline live
Watch a 3-minute walkthrough of lead management in Top-SEOs — from first capture to won deal.
Is lead management free on Top-SEOs?
Yes. Lead management is included on all plans. The free tier gives you lead capture and basic pipeline tracking. Paid plans (from $100/year) unlock lead scoring, proposal generation, analytics and unlimited pipeline stages.
How are leads captured from my Top-SEOs profile?
Every Top-SEOs profile and gig page includes a smart enquiry form. When a visitor fills it in, their details are automatically added to your lead pipeline — name, company, service interest, budget and message — with no manual work from you.
Can I import existing leads from HubSpot or a spreadsheet?
Yes. You can import leads via CSV upload or connect your HubSpot account to sync existing contacts. All lead history, notes and pipeline stages are preserved during import.
How does 1-click conversion to a project work?
When you mark a lead as Won, Top-SEOs automatically creates a project using the lead's service scope, budget and timeline. You can assign your team, set milestones and send the first invoice — all pre-filled from the lead data — in under 60 seconds.
What does lead scoring measure?
Lead scores are based on budget fit (does their budget match your service pricing), service relevance (how well their need matches your specialisations), response time (how quickly they reply) and profile completeness. Scores range from 0–100 and update in real time.
How is this different from HubSpot or Pipedrive?
HubSpot and Pipedrive are standalone CRMs — they end at the deal. Top-SEOs connects your won lead directly to project creation, team assignment, HRM and invoicing. There's no re-entering data across tools. One platform handles the entire journey from first visit to final invoice.
Explore more

Works best alongside these

Project Management
Convert a won lead into a project in one click
Invoicing & Payments
Auto-invoice the moment a lead is marked Won
Gigs Marketplace
Leads also flow in from your gig page enquiries
Profit & Loss Reports
See revenue per lead source and campaign
Task Management
Tasks auto-created when a lead converts to project
HRM Dashboard
Assign your team the moment a lead is won
Get started today

Stop losing leads to
email chaos & forgotten follow-ups.

Join thousands of freelancers and agencies already converting more leads with Top-SEOs — included in every plan from $100/year.