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About LeadBox ​

LeadBox is a focused lead follow-up workspace for small teams. It helps teams capture webform enquiries, assign ownership, set a clear next action, run permission-based follow-up, and keep important activity visible in one place.

What LeadBox is ​

LeadBox is organized around five practical product areas:

  • Dashboard
  • Pipeline
  • Actions
  • Outreach
  • Settings

At launch, LeadBox supports:

  • permission-based and transactional email
  • lead organization
  • campaign setup
  • webform capture
  • triggers
  • workspace management

Who LeadBox is for ​

LeadBox is for teams that want a simpler way to manage leads, run structured follow-up, capture leads through webforms, and keep activity visible in one place.

It is designed to help customers understand where work belongs in the product and how the main setup and follow-up pieces fit together.

How LeadBox is organized ​

Dashboard gives you summary views and launch-relevant visibility.

Pipeline is where you manage leads, segments, unsubscribes, and lead progress.

Actions is where users review their open follow-up work. Every active member can use My Actions, while owners and admins can also review Team Actions.

Outreach is where you work with templates, sequences, campaigns, webforms, and triggers.

Settings is where you manage billing, email setup, compliance, and members.

What you can do in LeadBox ​

Customers can currently:

  • manage leads and lead progress
  • organize audiences with segments
  • create, assign, reschedule, reassign, complete, and cancel a lead's next action
  • review open work through My Actions and role-controlled Team Actions
  • use Follow-up Health to see supported ownership, SLA, response-time, and Next Action attention signals
  • create reusable templates
  • build sequences
  • create email campaigns
  • create form campaigns linked to webforms
  • publish hosted or embedded webforms
  • use triggers for focused follow-up
  • manage billing, credits, sender setup, compliance, and members

What LeadBox is not ​

LeadBox is not:

  • a general-purpose email marketing platform
  • a full sales CRM suite
  • a broad workflow orchestration platform
  • designed for permission-free sending
  • a broad all-channels outreach command center