Turn Leads into Members Faster with Simple Lead Management and Seamless Onboarding

Managing leads shouldn’t feel like a juggling act. Hamlet’s Lead Management & Onboarding tools simplify your sales process, helping you organise leads, automate communication, and seamlessly convert them into active members.

Organise, Track, and Convert Leads with Ease

Keep your leads organised and your sales process streamlined with Hamlet’s easy-to-use lead management tools. Track every lead, their progress, and communications in one central location.

Visualise lead progress with an intuitive pipeline dashboard.

Organise leads by status: new, in progress, or won.

Assign leads to team members for easy follow-up.

Respond Faster with Templates and Keep Conversations in One Place

No more scattered conversations or manual replies. Hamlet allows your team to manage all lead communications contextually, with built-in templated responses to speed up follow-ups and create a professional impression.

Use customisable, templated responses for quick replies.

Store all lead conversations in one centralised location.

Add notes and follow-up reminders for your team.

Seamlessly Convert Leads into Members with Automated Onboarding

Move from lead to active member without a hitch. Hamlet simplifies onboarding with digital agreements, automated workflows, and clear step-by-step processes that keep both you and your members in sync.

Send digital agreements and onboarding forms automatically.

Track onboarding progress in real time.

Automate welcome emails, member profiles, and access setup.

Keep Everyone Informed and Aligned on Lead Progress

Hamlet’s built-in notifications ensure that your team stays updated. Assign leads, set follow-up reminders, and get notified about updates, keeping sales momentum strong.

Notify team members of new lead assignments via email, app, or Slack.

Automate reminders for lead follow-ups and onboarding steps.

Track team collaboration to ensure no lead gets left behind.

Ready to Transform Your Space?

(We Thought So.)

Lead Management & Onboarding FAQs

How can I track potential leads within Hamlet?

Hamlet offers a lead management system where you can input, track, and manage potential members through the sales pipeline until conversion. Hamlet CRM also integrates with Website forms to allow leads to flow directly into Hamlet’s CRM.

Are there tools to automate communication with leads?

Yes, you can set up templated responses and automated follow-ups to engage leads promptly and efficiently, enhancing conversion rates.

How does the onboarding process work for new members?

Once a lead is converted, Hamlet streamlines the onboarding process by guiding staff through new member account setup, plan selection, and welcome emails to complete the onboarding process. Members are invited to your space's members portal where they can input payment details and agree to terms.

Can I assign tasks to team members during the lead management process?

You can delegate tasks and set reminders for your team within the lead management module to ensure a coordinated approach to member acquisition.

Is it possible to integrate Hamlet's lead management with CRM systems?

Hamlet offers API access and webhooks, allowing integration with various CRM systems to maintain a unified sales process.