Leads & CRM — Task365

Why agencies choose Leads & CRM

Everything you need to run this part of your agency — without the busywork.

Visual pipeline with stage totals

Lead365 webhook sync (9 events)

Meta Ads & form lead capture

Auto-assignment rules

Proposals with PDF & email

Never lose another lead to the spreadsheet

Leads land from Lead365 webhooks and Meta Ads forms, flow through your pipeline automatically, and convert to full clients with onboarding in one click. Proposals go out as branded PDFs.

9 Lead365 webhook events handled automatically

Meta Ads leads create urgent call tasks

Won leads convert to clients with onboarding in 1 click

Leads & CRM · Task365

Visual pipeline with stage totals

Lead365 webhook sync (9 events)

Meta Ads & form lead capture

Auto-assignment rules

Live

Works with your stack

Lead365 · BikriBook · Razorpay · Slack · Teams · Google Calendar · Meet · Meta Ads

Frequently asked questions

Lead365 posts webhook events (created, updated, stage changed, won, lost, form submitted, meta lead…) to your workspace. Task365 logs every payload, processes it in the background and updates your pipeline automatically.

Yes - create a proposal from any lead or client, add line items, generate a branded PDF, email it to the client and track accepted/rejected status.

You get notified (in-app, email, Slack/Teams) and can convert the lead into a full client with onboarding checklist, folders and project in one click.

Explore more features

Client Management

Retainers, onboarding checklists, health scores and a branded client portal.

Projects & Tasks

Kanban boards, recurring tasks, approvals, time tracking and workload views.

Finance & Invoicing

BikriBook sync, GST invoices, expenses and per-client profitability.

Reporting

Weekly/monthly client reports with auto-calculated metrics and PDFs.

Automation

No-code rules: notifications, task creation and follow-ups on autopilot.

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