Keep every lead and next step in one CRM.

Spacebrain keeps calls, forms, messages, notes, bookings, and follow-up in one place—so your team always knows what happened and what comes next.

Built-in CRMLeads + follow-up togetherBuilt for agenciesAutomated follow-up
SPACEBRAIN CRM
New leadLead stage
2
Where is this lead now?
Choose the current stage.
ANew inquiry
BQualified
CBooked
Open lead
updated just now
Capture every leadCreate one record from calls, forms, and messages.
Keep context togetherSee replies, notes, qualification details, and bookings in one timeline.
Know the next stepTrack the owner, stage, and next action without digging through tools.
Follow up on timeStart the right workflow or hand the lead to a person.
One place for every lead

See the full lead journey without switching tools.

Keep contact details, conversations, notes, pipeline stages, bookings, and follow-up connected in Spacebrain’s built-in CRM.

Track every lead

Move leads through clear stages, assign an owner, and see what needs attention next.

Keep every conversation together

See calls, texts, emails, notes, and form details on the lead record.

Move leads to the next step

Use workflows to assign owners, follow up, send booking links, or hand the lead to a person.

One CRM instead of more tools

One place for leads, conversations, and follow-up.

Separate lead lists and inboxes make work harder. Spacebrain keeps each lead and next step connected.

With disconnected tools

Context gets lost between systems.

Contacts live in one tool
Messages live in another
Someone updates the pipeline by hand
Follow-up depends on reminders
With Spacebrain’s built-in CRM

Keep the full lead journey connected.

One record for each lead
Calls, forms, texts, and notes stay together
Owners and stages are clear
Workflows start the next step
Works with booking, voice, messaging, and automation
Less switching. Clearer next steps.
One new lead should not mean checking four different tools.
What disconnected lead tools create
New lead × scattered context × delayed follow-up
01The lead arrives
02Context gets split
03The next step waits

With Spacebrain, the lead record, conversations, owner, stage, and next action stay together—so your team can respond with context.

One CRM. Four simple steps.

Go from new lead to clear next action.

Capture the lead, keep the conversation, assign ownership, and run the right follow-up.

STEP 01

Capture

Create a lead record from a call, form, text, or other inbound source.

STEP 02

Organize

Keep contact details, notes, conversations, and qualification answers together.

STEP 03

Assign

Set the owner, stage, and next task so nothing gets missed.

STEP 04

Follow up

Start a workflow, send a booking link, or hand the lead to a person.

One CRM for the whole lead journey

Use the CRM wherever leads need a next step.

Track different services, campaigns, clients, and locations in one system. Each lead keeps its own context, owner, stage, and follow-up.

Track new inquiries

Create an organized record as soon as a lead calls, messages, or submits a form.

Qualify and prioritize

Keep the answers that show fit, urgency, service, and timing with the lead.

Manage the pipeline

See which leads are new, in progress, booked, won, or waiting for follow-up.

Spacebrain AI CRM lead record with appointment-preparation details and next steps.

Prepare for appointments

Keep notes, questions, and booking details ready before the call or visit.

Spacebrain AI CRM view showing follow-up activity to recover an inbound lead.

Recover missed follow-up

Find leads with no clear next action and start the right workflow.

Spacebrain AI CRM client account view linking contacts, activity, and next steps.

Manage client accounts

Give agencies one repeatable CRM process across clients, campaigns, and locations.

For agencies

Run every client’s lead process from one connected CRM.

Keep each client’s leads, conversations, stages, bookings, and follow-up organized in the same Spacebrain plan you use for voice, messaging, forms, and automation.

1
Sell a complete lead systemPackage lead capture, follow-up, booking, and CRM tracking as one service.
2
Keep delivery simpleManage client leads, conversations, owners, stages, and automations in one platform.
3
Reuse what worksStart from the same pipeline and follow-up process, then adapt it for each client.
Frequently asked questions

AI CRM questions, answered.

What does Spacebrain’s CRM keep in one place?

Lead records, contact details, calls, texts, emails, form responses, notes, qualification details, bookings, owners, stages, and next actions can stay connected in one place.

Does Spacebrain have its own CRM?

Yes. The CRM is built into Spacebrain, so you do not need a separate CRM just to keep lead records and follow-up together.

How do leads get into the CRM?

A lead record can be created or updated from calls, forms, messages, and the workflows you configure.

Can I assign leads to people?

Yes. You can assign an owner and use routing rules or workflows to move the lead to the right person.

Can follow-up start from the CRM?

Yes. A lead can enter a configured workflow for text, email, booking, or another next step.

Can a person take over?

Yes. Keep the context on the lead record and hand the conversation or task to a person when needed.

Is it for agencies?

Yes. Agencies can use one repeatable lead process across client accounts.

Do I need a separate CRM?

No. Spacebrain includes its own CRM for lead records, conversations, stages, owners, next steps, and configured follow-up.

Can I try Spacebrain before I pay?

Yes. Start for free.

Leads. Conversations. Follow-up. One CRM.

Give every lead a clear next step.

Keep the full lead journey in Spacebrain’s built-in CRM, then use workflows to follow up, book, route, or hand off.

Start for free