Sales & marketing · 5 min read

Capture leads and run your pipeline

From a website form to a won deal, with owners and due dates.
Capture leads and run your pipeline — the real product, on its own artwork
Capture leads and run your pipeline — real screen of the product on a laptop

1Where leads come from

Leads arrive from your website forms, campaigns, manual entry and CSV import. Each one lands in the CRM & Sales panel with its source, so you can see what brings enquiries in.

2Work the pipeline

  • Every lead has an owner, a status (New, In progress, Completed, Rejected) and a due date
  • Notes and two-way messages keep the history on the lead
  • Pending-task alerts flag leads untouched for several days
  • Saved filters segment by category, status, source and date range
Work the pipeline — real screen of the product on a laptop

3Measure what works

The dashboard shows pipeline health, campaign spend, attributed leads, cost per lead, qualified leads, won deals, revenue and ROI. Export the current view to CSV at any time.

4When a deal is won

Marking a lead won can create the client record, so projects and invoices start without re-entering details.

Panel referenceCRM & SalesStep-by-step walkthroughCapture your first leads and run the pipeline

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FAQs

Questions, answered.

Still deciding? These are the things people ask before they start.

Will my team and clients see SelfRun's brand?

No. Your logo, name, colours, domain, emails and apps carry your company's identity. SelfRun stays in the background.

Can I have my own mobile and desktop apps?

Yes. The platform generates your installable app, Android and iOS apps and Windows, macOS and Linux desktop apps from your branding. For the stores you sign the Android and iOS projects with your own developer accounts.

Can I use more than one website theme?

Yes. The theme library lets you preview, activate and customise themes — colours, fonts and components — and switch whenever you like.

Do push notifications come from my company?

Yes. Push notifications reach your team and your website visitors in your name, on the devices where they have allowed them.

What can I ask the AI?

Anything about your business data in plain language — for example overdue invoices, leads by source, who is on leave or which projects are late. It answers with text, a table or a chart and shows how it calculated the answer.

All FAQs