Leads & Contacts
Capture and manage leads from your website and convert them to customers.
In Resytech, leads are stored as Contact records. A contact represents any person who has interacted with your business but may not yet be a paying customer. Contacts can optionally be linked to an existing customer profile.
Lead Capture
Resytech captures leads from multiple sources:
- Contact forms — submissions from the contact form embedded on your website. Handled by the CRM contact form service with built-in verification.
- Subscribe forms — newsletter or mailing list sign-ups from your site.
- Abandoned checkouts — customers who started but didn't finish booking.
- Manual entry — staff can add contacts directly from the dashboard with source set to
manual.
Contact Data Model
Each contact record stores:
| Field | Description |
|---|---|
| Name | Full name of the contact (required, up to 100 characters) |
| Emails | One or more email addresses. The first is the primary. |
| Phone | Phone number |
| Source | Where the lead came from (required, up to 100 characters). Examples: contact-form, subscribe-form, abandoned-checkout, referral, manual |
| Date | When the contact was captured |
| Contact consent | Whether the person has opted in to receive communications. Defaults to true for manual entries. |
| Obtain method | How consent was obtained (up to 100 characters). Examples: manual, form-submission, opt-in-checkbox |
| Customer ID | Optional link to an existing customer profile. Populated when the contact is associated with or converted to a customer. |
Derived Fields
The system also provides computed properties:
- Primary email — the first email in the list
- Contact type — automatically classified as
Email,Phone,Both, orUnknownbased on which fields are populated - Status — tracks the follow-up or conversion state of the contact
Managing Leads
View all leads from Dashboard > CRM > Leads. The list supports filtering and pagination:
| Filter | Description |
|---|---|
| Source | Filter by acquisition channel |
| Obtain method | Filter by how consent was gathered |
| Date range | Filter contacts captured within a specific period (from/to) |
| Contact consent | Filter to only contacts who have opted in (or opted out) |
| Customer ID | Show only contacts linked to a specific customer |
Results are paginated (default 50 per page) and can be browsed page by page.
Converting Leads to Customers
When a lead makes their first booking, they're automatically converted to a customer. You can also manually convert a lead:
- Open the lead profile
- Click Convert to Customer
- The lead becomes a full customer profile with the contact record linked via Customer ID
Once converted, the contact record is preserved and linked to the new customer profile. This maintains the full history of how the relationship started.
Follow-Up Scheduling
Schedule follow-up tasks for leads:
- Open a lead or contact
- Click Schedule Follow-Up
- Set a date and note
- You'll be reminded when it's time to follow up