Leads Block.
One pipeline from marketing to signed contract, with tags, stages, and follow-up on the record.
The Leads Block is one pipeline from marketing to signed contract, with tags, stages, and follow-up on the record, for East Tennessee builders on Yglu.
Web form to signed contract
Every lead in one board, from the first form submission through the signed proposal. Nothing sits in a separate CRM your team forgets to open.
Sorted the way you sell
Stages match how you actually move a lead — discovery, feasibility, proposal, contract — with tags for source, budget band, and fit.
Tasks on the record
Reminders and next steps sit on the lead, not in a personal calendar. When someone leaves, the pipeline still runs.
Notes, files, and messages together
Every note, email, file, and phone call lives on the lead. Six months in, you can see exactly what was said and when.
Flows into Projects Block on signature
When a lead signs, it becomes a project. The name, the history, and the files come with it. No retyping.
Straight answers on the Leads Block.
- It becomes a project on the Projects Block. The name, history, and files follow it, so nothing gets retyped.
- Yes — by stage, source, tag, or date. Every field is on the record and searchable.
- For most builders on Yglu, yes. The pipeline, tasks, and history live in the same system as the build, so there is no seat to pay for elsewhere.
See if your firm is a fit.
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