Sales Pipeline
Lead Management
Anything and everything is a lead. Designate messages from any channel as leads: emails, texts, voicemails, calls, web chat, Airbnb inquiries, and more. Organize with custom categories, types, and statuses. Track every touchpoint from first inquiry to confirmed booking with full pipeline visibility.
Pipeline & Kanban Boards
Visualize your entire sales pipeline with drag-and-drop kanban boards. Move leads through custom status columns as they progress from inquiry to booked. Filter by category, type, agent, or date range. Collapse, reorder, and customize columns to match your team's workflow.
- Drag-and-drop leads between status columns
- Filter pipeline by category, type, agent, source, or date range
- Customizable column order and visibility
- Full pipeline view on mobile with touch-based drag-and-drop
Categories, Types & Statuses
Structure your leads the way your business works. Define custom categories to group leads by intent: owner acquisition, guest inquiry, group booking, corporate. Assign types to classify the nature of each lead. Build status workflows with configurable rules that drive automation, reporting, and pipeline behavior.
- Custom lead categories with color coding and sort order
- Lead types for granular classification within each category
- Status workflows with open, reserved, closed, and lost states
- Status rules that trigger automations, drip campaigns, and alerts
Custom Fields & Lead Detail
Capture exactly the data that matters to your business. Add custom fields to leads, including text, dropdowns, dates, currency, checkboxes, and more. Track estimated value, arrival and departure dates, number of guests, property preferences, and any other detail your team needs to close the deal.
- Unlimited custom fields with flexible field types
- Estimated lead value for revenue forecasting
- Arrival, departure, and guest count tracking
- Property and unit preferences tied to PMS inventory
Lead Automation & Status Rules
Automate your entire lead lifecycle. Define rules on each status: auto-close leads after inactivity, auto-reopen when a guest re-engages, auto-attach leads to inbox conversations, and trigger drip campaigns on status change. Every status transition can kick off emails, texts, task creation, and agent notifications without manual intervention.
- Auto-close leads after configurable days of inactivity
- Auto-reopen leads when guests reply or re-engage
- Auto-attach leads to Unified Inbox conversations
- Trigger drip campaigns, emails, and texts on status transitions
Drip Campaigns & Follow-Up Sequences
Never let a lead go cold. Build multi-step drip campaigns that fire based on lead status, category, or time elapsed. Combine email, SMS, and task creation in sequenced workflows. Campaigns pause automatically when a lead status changes, so your team never sends a follow-up to someone who already booked.
- Multi-step sequences across email, SMS, and task channels
- Trigger campaigns on lead creation, status change, or time delay
- Auto-pause when lead status changes to avoid redundant outreach
- A/B test subject lines and messaging for higher conversion rates
Agent Assignment & Performance
Assign leads to agents manually, by round-robin, or by rule-based routing. Track every touchpoint (calls made, emails sent, texts delivered, tasks completed) and measure conversion rates per agent. Leaderboards and performance dashboards give managers real-time visibility into team output and revenue generation.
- Round-robin and rule-based lead routing to agents
- Per-agent conversion tracking across all channels
- Activity logging for calls, emails, texts, and tasks
- Revenue attribution tied to agent-generated bookings
Lead Sources & Attribution
Know exactly where every lead comes from. Track lead sources (website form, phone call, Airbnb inquiry, VRBO, Google Travel, referral, walk-in) and drill into source details for granular attribution. Measure which channels, campaigns, and partners generate the highest-value leads so you can invest in what works.
- Pre-built and custom lead source tracking
- Source detail fields for campaign-level attribution
- Conversion rate analysis by source and channel
- ROI visibility across marketing and partner channels
Lost Reason Tracking
When a lead doesn't convert, capture why. Define custom lost reasons (price, availability, competitor, timing, unresponsive) and require agents to log them when closing a lead as lost. Aggregate lost reason data reveals patterns that inform pricing, inventory, and marketing strategy across your portfolio.
- Custom lost reason definitions with categorization
- Required lost reason capture on lead closure
- Aggregate reporting on lost lead patterns
- Actionable insights for pricing and availability strategy
Unified Inbox Integration
Leads and conversations live together. When a lead is created from an inbox message, the full conversation history carries over. Agents respond to leads directly from the Unified Inbox without switching contexts. Every reply, note, and status change is logged in both the lead record and the conversation thread.
- Create leads directly from any inbox conversation
- Full conversation history attached to each lead
- Reply to leads from the Unified Inbox without context switching
- Status changes and notes synced between lead and conversation
Task Pairing & Team Coordination
Pair tasks with leads to keep your team coordinated. When a lead hits a specific status, auto-generate tasks for site visits, follow-up calls, contract preparation, or property showings. Tasks inherit lead context, so the assigned agent has full visibility into the guest's history, preferences, and pipeline stage.
- Auto-generate tasks on lead status transitions
- Tasks inherit full lead context and guest history
- Assign tasks to specific agents or teams
- Track task completion rates tied to lead outcomes
Chrome Extension
Capture leads without leaving your browser. The SendSquared Chrome Extension lets agents create leads from any webpage (a Zillow listing, a property owner's website, a social media profile) and push it directly into your pipeline with one click. Pre-populate fields, assign categories, and route to the right agent instantly.
- One-click lead capture from any webpage
- Pre-populate lead fields from page context
- Assign category, type, and agent on creation
- Leads sync instantly to your pipeline and mobile app
Mobile Lead Management
Your pipeline goes where you go. The SendSquared mobile app gives agents full lead management on iOS and Android: pipeline kanban with touch-based drag-and-drop, lead detail editing, one-tap calling and texting, and push notifications on lead activity. Managers review agent performance and pipeline health from anywhere.
- Full pipeline kanban with touch-based drag-and-drop
- Create, edit, and update leads on the go
- One-tap calling and texting from lead records
- Push notifications for new leads and status changes
PMS-Integrated Lead Tracking
Synchronize reserved leads with your PMS to establish a reliable record of total booked value generated by each agent. When a lead converts to a reservation, SendSquared matches it against your PMS data, connecting the full journey from first inquiry to confirmed booking with accurate revenue attribution.
- Sync reserved leads with your PMS for revenue attribution
- Track total booked value generated per agent
- Match lead conversions to PMS reservation records
- Cross-platform lead data for comprehensive audience targeting
Third-Party Integrations
Extend your lead pipeline with integrations from our expert partner ecosystem. Connect lead capture forms, property valuation tools, market analysis platforms, and CRM extensions that feed directly into your SendSquared pipeline. Every integration is built to maintain data integrity and keep your team working in one system.
- Expert partner integrations for lead capture and enrichment
- Property valuation and market analysis tool connections
- Webhook and API support for custom integrations
- Data integrity maintained across all connected systems
Testimonials
What Our Clients Say
“I can definitely attribute a good number of reservations to SendSquared. Between the easy follow-up communication within the system and the CRM pulling up information as a call comes in, our reservations team is being more intentional on their calls, resulting in better conversions.”
Brock Reich
Chief Operating Officer, Orlando Resorts Rental
“My experience with SendSquared has been eye opening. To be honest I didn't think something this good existed. Having all emails, texts, calls, web chat and marketing in one place has given my company and team a huge advantage. SendSquared has saved us both time and money which are very important factors to my small business of 50 luxury homes. The company is amazing to work with and extremely helpful whenever it was needed.”
Jessica Goree
Chief Operations Officer, Beach Reunion
“SendSquared is a game-changer for our resort operation. Its ability to integrate with our reservation software, providing real-time reservation information during phone calls, allows us the opportunity to build off of the rapport we've already created with our repeat guests. We're answering phone calls asking our guests how their kid's baseball season went, instead of asking for their names.”
Tim Oxborough
Reservation Manager, Sugar Lake Lodge
“We manage over 300 properties and SendSquared has been instrumental in streamlining operations. Consolidating all communications into one platform while maintaining personalized guest experiences has been transformative for our team.”
Shawn Montgomery
Director of IT, Collins Vacation Rentals
“SendSquared is an indispensable tool for us! One of their significant standout attributes is its ability to centralize communication channels, offering a one-stop solution for managing various modes of interaction. This consolidation streamlines our workflows, enhancing our efficiency and productivity. What's better is their customer support elevates the user experience. Their responsive team is always ready to assist, going above and beyond to ensure seamless integration and utilization.”
Fred Cercena
CEO & Founder, GetAway Vacations
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