Manage Inquiries

Track leads from your inquiry form, from first contact to won client.

What are inquiries?

When someone submits your inquiry form, their submission becomes a lead in ClientCasa. A lead isn't a separate kind of record — it's a Client at an early lifecycle status (new, contacted, or qualified). The same record carries through to a won relationship, so nothing is re-created or lost when a lead becomes a paying client. Leads live in the lead pipeline at /dashboard/clients?tab=leads, where you can track every one from first contact through to becoming an active client. A sidebar badge shows how many new leads are waiting for your attention.

View the lead pipeline

1. Go to "Clients" in the sidebar, then open the Leads tab (/dashboard/clients?tab=leads).
2. The kanban board shows leads organized by status: new, contacted, and qualified, with declined and spam for ones that won't move forward.
3. Drag cards between columns to update status, or click a lead to open its details.

Reply to a lead

1. Open a lead from the pipeline board.
2. Click "Reply" to compose a message.
3. The reply is sent via email to the lead's contact. The status automatically transitions from new to contacted.
4. Follow-up replies can be sent the same way — the full conversation history is visible on the lead.

Win a lead (mark it as a client)

1. Open a contacted or qualified lead.
2. Click "Convert" to win the relationship.
3. The same record advances to the active status — it's already a Client, so no new records are created. It leaves the Leads board and appears under the Active tab.
4. From there, create a proposal or start tracking time on the project as usual.

How leads connect to your inquiry form

Your inquiry form (configured at Settings > Inquiry Form) is the entry point. When a visitor fills it out, ClientCasa creates a lead — a new Client at the new status — with their name, email, and any custom question responses. Set up your form with the setup-inquiry-form guide to start receiving leads automatically.

For API users

Because a lead is just a Client at an early status, there is no separate inquiries endpoint — query the Clients API by status instead:

• GET /v1/clients?status=new — fresh leads that haven't been contacted yet.
• GET /v1/clients?status=contacted or ?status=qualified — leads already in conversation.
• GET /v1/clients?status=active — won relationships (current clients).

To react to lead activity, subscribe to the lead_created and lead_status_changed webhook events, plus client_won and client_lost when a relationship is decided.