A pipeline that already knows the source
Leads arrive with the campaign, the page and the path attached — so nobody has to ask where this one came from, and the answer survives all the way to closed revenue.
google · cpc · spring-search
/pricing → Demo Request form · 4 sessionsThe board
Three views over one pipeline
Stages you define and reorder yourself, each column totalling the deals inside it — so the board reads as a forecast, not a to-do list.
Illustrative pipeline data
How a lead arrives today
A name, an email, and a shrug
- Source field reads Direct, or whatever the rep typed
- “How did you hear about us?” — answered from memory, months later
- Bad leads get deleted, so nobody can prove where they came from
- The won deal never makes it back to the campaign that started it
How a lead arrives on Trakt
Already attributed, already scored
- Six attribution fields land on the record with the submission
- The full session path sits under the card, in order
- Disqualified leads keep their campaign, so patterns are findable
- Won revenue reconciles to the campaign without an export
Quality
“The leads are bad” becomes a countable claim
Not Qualified opens a short form instead of deleting the row. Because the lead still carries its campaign, the pattern points straight at the spend that produced it.
- Disqualification is data, not a deletion.
- Deals lost later capture budget, authority and timeline so they can be nurtured later.
Illustrative disqualification data
Why isn't this lead a fit?
Select what applies to Jordan Blake. This trains your spam filter and improves lead quality over time.
Additional notes (optional)
The path, attached
See the full journey
Every session, form and source stays on the record, grouped by lead, in order, with bots separated out.
Fatima Al-Hassan
Meridian Law · Demo Scheduled
- Deal value
- $22,000
- Confidence
- 85%
- Age
- 4 weeks
- Owner
- Sana Whitfield
- utm_source
- utm_medium
- cpc
- utm_campaign
- legal-ops-q3
- utm_content
- whitepaper-ad
Activity, grouped by lead
RealBots hidden- Jul 2Google
First touch — paid search ad
google · cpc · legal-ops-q3
- Jul 2Blog
Read the attribution guide
blog · organic · guide
- Jul 9Email Campaign
Opened the nurture send
email-campaign · email · drip-02
- Jul 14Google
Returned, compared plans
google · organic · brand
- Jul 15LinkedIn
Demo Request form submitted
linkedin · post · founder
- Jul 29Booth
Met the rep at booth 214
booth · qr-code · stand-graphic
Won at $22,000 — credited to legal-ops-q3, the campaign of the first touch.
Illustrative lead record
For agencies
Charge by performance, not ad spend
Manage every client and every pipeline and charge your clients by performance. Their sales team works the board and marks what's closing.
Northbeam Studio
Agency workspace · 5 clients
Harbourline Group
B2B services · 4 campaigns
68%
Qualified
Ashlar Systems
SaaS · 6 campaigns
54%
Qualified
Peakline Freight
Logistics · 3 campaigns
61%
Qualified
Cadence Learning
Training · 5 campaigns
47%
Qualified
Brackwell Valve
Manufacturing · 2 campaigns
72%
Qualified
Each client sees only their own pipeline. You see all of them.
Harbourline Group — what we sent, what they kept
Last 90 days · qualified by the client's own sales team
Every row is the client's own qualification decision, attached to the campaign you ran.
Return on the Reddit line, argued from closed revenue rather than reach.
Of the leads you sent were qualified by the client's own team — their number, not yours.
Monthly budget added to the two channels the pipeline proved out.
Illustrative agency data
Every lead carries its source.
The campaign, the page, and the path that produced it stay attached all the way to closed revenue.