Sales 5 min read 26 April 2026
Capture, Prioritise, Close: The CigyID Lead Management Workflow
Every shareback can become a lead with priority, urgency, state, and an unlimited action history — finally, a CRM that lives where the relationship started.
The contact card era is over. The CRM era is bloated. CigyID Lead Management sits in between: lightweight, branded, and tied to the moment of contact itself.
From shareback to deal
Any shareback your team receives can be promoted to a lead in one click. Each lead carries priority (1–5), urgency (1–5), and a six-stage state — Received, Work In Progress, Confirmation & Invoice Sent, Advance Received, Product Shipped, Payment Complete.
Action history, not assumptions
- Log calls, emails, meetings — every action with discussion, next step, and follow-up date.
- Visible only to your Org Admins. Strict, RLS-enforced isolation.
- Calendar dashboard for issuer admins — see what's due today.
- Zero per-seat fees on Business Strength and Resilience plans.
If your sales motion runs on conversations, CigyID is the layer that finally makes them measurable.
