The GetSales CRM keeps your entire lead management workflow in one place — from the moment a lead enters an automation to the point you book a demo or close a deal. Instead of switching between platforms, you can follow up, organize, and track leads without leaving GetSales.
Pipeline Stages
Every lead in the CRM has a pipeline stage that reflects where they are in your outreach process. Stages update automatically based on lead behavior, and you can also move leads between stages manually.
Common pipeline stages:
New — lead just entered the system
Contacted — connection request or first message sent
Replied — lead responded (positive, negative, or neutral)
Replied Positive — lead showed interest
Opportunity — lead moved to a sales conversation
Closed — deal complete or lead disqualified
How to change a stage: Open the lead's card in the CRM and select a new stage from the dropdown. Stage changes are logged for tracking.
Manual Follow-Up Tasks
When a lead replies or reaches a point where personal follow-up is needed, you can create a manual task directly in the CRM.
How to create a task:
Open the lead's card in the CRM or Messenger.
Click the "Create Task" button.
Set the task description, due date, and assign it to a team member or sender profile.
Tasks appear in the Tasks Planner, where you can filter by due date, assignee, or status. When you complete a task and mark it as done, the lead can continue through its automation if applicable.
Filtering and Finding Leads
The CRM includes powerful filters to help you find exactly the leads you need:
By automation — see all leads in a specific campaign
By pipeline stage — find all leads who replied positively, or all new leads
By activity — filter by specific actions (e.g., "LinkedIn Connection Request Sent")
By enrichment — find leads with or without email addresses
By sender profile — see which leads are assigned to which sender
Filters can be combined for precise searches. For a full guide on all available filter types, see Filters in GetSales CRM.
Tags for Lead Organization
Tags let you label leads with custom categories that fit your workflow. You can apply tags manually or through automation nodes.
Common tag uses:
Marking leads by ICP segment (e.g., "Enterprise", "SMB")
Flagging leads for specific follow-up campaigns
Labeling event attendees or webinar registrants
Tags are searchable and filterable, making them a flexible tool for organizing large lead databases.
Why Use the Built-In CRM?
Managing leads directly in GetSales eliminates the need to export and re-import data into external tools. You get:
Full message history (LinkedIn + Email) visible on each lead card
Real-time automation status for every lead
One-click task creation for personal follow-ups
Consistent data without sync delays between platforms
Related articles
• Key Features of the GetSales CRM — overview of all CRM capabilities
• Filters in GetSales CRM — detailed guide on filtering leads
• Uploading and Importing Leads into GetSales — how to get leads into the system