Taxza leads and sales pipeline lets agents capture, track and nurture prospective clients, then convert a mature lead into a full client in a single step. The complete activity trail follows the lead through conversion, so nothing about the relationship is lost when a prospect becomes a client.
The problem
Leads tracked in a notebook or a side spreadsheet get forgotten, and when one finally converts, all the context is re-entered from scratch. Sales effort and client delivery live in different worlds.
How Taxza solves it
Taxza keeps the pipeline in the same platform as delivery. Agents work their leads with a running activity trail, and one click promotes a ready lead into a client — carrying the history straight into the client record.
How it works
Capture the lead
Agents add prospects and log activity as they nurture them.
Track and nurture
Follow each lead’s status with the full history attached.
Convert in one step
Promote a mature lead to a client, carrying the activity trail across.
Key capabilities
Lead capture
Agents add and own prospective clients.
Activity trail
Every interaction is logged against the lead.
Nurturing
Track and progress leads through your pipeline.
One-step conversion
Turn a mature lead into a client instantly.
History carries over
The lead’s trail follows it into the client record.
Agent ownership
Leads sit with the agents who own them.
Benefits
- No lead forgotten in a side spreadsheet.
- Zero re-keying when a prospect converts.
- Sales and delivery in one platform.
- Full context preserved through conversion.
- Clear ownership and follow-up.
Example workflow
- An agent captures a new enquiry as a lead.
- They nurture it, logging calls and notes along the way.
- The lead agrees to proceed and is converted in one click.
- It becomes a client with its full history intact.
Who it’s for
For firms whose agents win new business and want the pipeline connected to the same system that onboards and serves clients.
Leads & Sales Pipeline — questions & answers
Yes. A mature lead converts to a client in a single step, and its activity trail carries across automatically.
Yes. Every interaction is logged against the lead, giving a full history through to conversion.
Agents capture, track and nurture their own leads within your role-based permissions.
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