Where your leads come from
Dheed collects leads from the places small businesses really get them:
- Phone calls. With the AI receptionist add-on, every answered call creates or updates the contact and lead, with a summary, transcript and recording.
- Your website. The contact form on a Dheed website creates a lead with consent recorded.
- Google Sheets. For a Google Sheets lead integration, sign in with Google and pick the sheet, or paste a short script. New rows come in every minute.
- Google Ads lead forms. A private webhook link and key per form.
- Any app through a webhook. Zapier or any tool that can post data to a private link.
- Texts. A text from an unknown number creates a contact and a lead.
- CSV import. Bring in an old list with column matching and duplicate checks.
Columns are matched once per source. Unmatched answers go into the lead notes, so nothing a customer typed is lost.
Lead tracking software that keeps one clean list
Each lead has a source, service, priority, status, owner, value and notes, plus text and call consent with where it was given. Dheed matches people by email or phone. If someone comes back within 30 days, the new request is added as a note on the open lead, not a second record. New leads can be assigned by taking turns across your team, and owners and assignees get an email when a batch arrives.
A CRM for businesses receiving phone leads
If most of your work starts with a call, the record should start there too. Dheed is a CRM for businesses receiving phone leads: the AI Receptionist call, the summary and any booking land on the lead automatically. If a call ends without a booking, the Missed call text back recipe can text the caller a minute later, only to numbers that have not opted out.
A sales pipeline for small business, plus tasks
Convert a lead to a deal and move it across the pipeline on a drag and drop board, on a computer or a phone. Stages are editable, and each industry starts with stages that fit. Won and lost deals keep a reason, so you can see why work slips.
Tasks keep the next step visible. Each task has a due date, an assignee and a priority, and links to the contact, lead or deal. Tasks show as overdue, today or upcoming, and the dashboard shows "my tasks" for each person. Automations can create tasks for you.
Automated lead follow up by text and email
Automated lead follow up by text and email is where tracking turns into booked work. Dheed's recipes include:
- Instant lead reply: a text within about a minute to leads who agreed to texts.
- New lead follow-up: a task after one day, then a text two days later if the lead is still New.
- AI calls new leads: with the AI Receptionist, a call about two minutes after the lead arrives, only with call consent and in daytime hours.
- Missed opportunity check-back: a follow up 90 days after a lead is marked Lost.
Each run checks again before every step and stops when the lead moves on. Texts need the business texting add-on and respect consent, STOP and quiet hours. See marketing automation for building your own.
Lead source reporting that shows which sources pay
Reports show leads per month, leads by source and how each source converts into paying work. The dashboard shows new leads, leads waiting for a reply and open pipeline value. That makes it easier to decide where your ad budget should go.
Getting started
Connect one source, turn on Instant lead reply, and work the list for a week before you add more. Lead tracking software works when the whole team uses the same list. Dheed is part of an all-in-one business platform, and lead sources and automations are on every plan, including Free. See plans and pricing, or start free.
Frequently asked questions
How do I get leads from a Google Sheet into a CRM?
In Dheed, add a Google Sheet lead source. You can sign in with Google and pick the sheet, or paste a short script into the sheet. New rows are checked every minute, you match the columns once, and each row becomes a lead with its source.
Can Dheed take leads from Zapier or other apps?
Yes. Every lead source gets a private link. Any app that can post data to a webhook, including Zapier, can send leads to it. Google Ads lead forms have their own source type with a key, so test leads set up the columns without being imported.
How fast should I follow up with phone leads?
Answer the call, or have it answered, then follow up within minutes. In Dheed, AI Receptionist calls create a lead with a summary, and the Missed call text back recipe can text callers who did not book. The New lead follow-up recipe adds a task for your team after one day and a text two days later.
How does lead tracking software stop duplicate leads?
Dheed matches people by email or phone. If the same person comes in again within 30 days, it adds a note to their open lead instead of a new one. Leads with the same outside id are never imported twice.