Full lead management with inline editing on every field, bulk operations for update, delete, and assign, custom fields, tags, lead groups, duplicate merge, and LIO integration for LinkedIn sourced leads. Attach notes, documents, and follow up reminders to every record. An email marketing platform with the lead workspace your sales team will actually live inside all day.
Bring every lead into a single workspace, edit any field the moment you spot a change, organise the database with tags, groups, and custom fields that match how your team actually thinks, then act on every record with notes, documents, follow ups, and a clean path from first touch to closed deal.
Capture & Centralise
Add leads manually, import a CSV or XLSX in bulk, pipe them in through the API, or sync them straight from LinkedIn with the LIO integration. Every lead lands in the same workspace with the same fields, the same permissions, and the same audit trail. No more leads stuck in a sales rep's inbox, a marketer's spreadsheet, or a paid form that never made it into the CRM.
Inline Editing
Every column in the lead list is editable in place. Update a status, fix a phone number, change an owner, retag a record, all without opening a separate edit form or navigating away from the list. The change saves the moment you click out of the field. For batches of leads, the bulk operations bar handles update, assign, and delete across hundreds of records in a single action.
Organise & Group
Add custom fields the moment your business needs a new attribute industry vertical, ICP tier, contract size, anything. Tag leads with anything that helps you find them later. Build lead groups to target a slice of the database for an email campaign or a focused outreach push. Merge duplicates in two clicks when the same person comes in from two sources.
Act & Follow Up
Every lead carries its own working file. Pin notes from your last conversation, attach the proposal PDF or the signed NDA, and set follow up reminders that show up exactly when you need them. The whole context of the relationship sits one click below the contact details, so the next person to touch the account picks up where the last one left off.
Once a team starts working out of a single lead database that everyone can edit, search, and organise instead of a stack of spreadsheets, a shared inbox, and a CRM that nobody quite trusts going back is unthinkable. These are the changes that show up first.
Every lead lands in one workspace with the right owner already assigned, a status that everyone agrees on, and a follow up reminder set the moment the conversation pauses. The leads that used to die in a forgotten email thread now get the touch they need, on time, by the right person, with the full context one click away.
The same prospect coming in from a web form, a LinkedIn export, and a trade show list used to mean three records and three reps calling the same person on the same day. Built in duplicate detection surfaces the matches automatically and merge happens in two clicks, with every note, tag, and follow up preserved across the merged record.
The LIO integration pulls LinkedIn sourced leads directly into the workspace with profile details, company information, and source attribution already populated. The handoff from social prospecting to email outreach finally happens without an export, a cleanup pass in a spreadsheet, and a manual import that takes half the afternoon.
The whole working file lives on the lead record every note from a sales call, every document the customer signed, every email that went out, every follow up scheduled. When the account changes hands or the customer success team picks up the relationship, the context is right there. No more let me check with the person who used to own this account.
Selecting two hundred leads and reassigning them to a new rep takes one click. Adding a tag to every lead from a specific campaign takes one click. Updating status across a segment takes one click. The hours per week that used to go into list maintenance go back into actually selling, which is the only reason any of this exists in the first place.
Every business has its own definition of a good lead. Custom fields let teams capture the attributes that actually matter to them ICP tier, vertical, deal complexity, decision maker title, anything. Reporting, filtering, segmentation, and email targeting all get sharper the moment the database speaks the same language the team does.
Every lead lands in one workspace with the right owner already assigned, a status that everyone agrees on, and a follow up reminder set the moment the conversation pauses. The leads that used to die in a forgotten email thread now get the touch they need, on time, by the right person, with the full context one click away.
The same prospect coming in from a web form, a LinkedIn export, and a trade show list used to mean three records and three reps calling the same person on the same day. Built in duplicate detection surfaces the matches automatically and merge happens in two clicks, with every note, tag, and follow up preserved across the merged record.
The LIO integration pulls LinkedIn sourced leads directly into the workspace with profile details, company information, and source attribution already populated. The handoff from social prospecting to email outreach finally happens without an export, a cleanup pass in a spreadsheet, and a manual import that takes half the afternoon.
The whole working file lives on the lead record every note from a sales call, every document the customer signed, every email that went out, every follow up scheduled. When the account changes hands or the customer success team picks up the relationship, the context is right there. No more let me check with the person who used to own this account.
Selecting two hundred leads and reassigning them to a new rep takes one click. Adding a tag to every lead from a specific campaign takes one click. Updating status across a segment takes one click. The hours per week that used to go into list maintenance go back into actually selling, which is the only reason any of this exists in the first place.
Every business has its own definition of a good lead. Custom fields let teams capture the attributes that actually matter to them ICP tier, vertical, deal complexity, decision maker title, anything. Reporting, filtering, segmentation, and email targeting all get sharper the moment the database speaks the same language the team does.
Capture. Enrich. Edit. Group. Tag. Merge. Follow Up. Convert. That's lead management that scales with your team.
4200+
Sales teams working from
one source of truth
Sales representatives, sales managers, marketing operations specialists, and customer success teams use EVOX as the single workspace for every lead in the business. The list is the workspace. The lead record is the working file. The bulk actions are the cleanup. The LinkedIn integration is the pipeline. Every team gets the same database, the same context, the same level of visibility whether the business is a small b2b shop running cold outreach or a larger organisation managing thousands of qualified opportunities.
Full Control
Operations
Custom Fields
LinkedIn Sync
Sales reps, marketers, and customer success teams work from the same lead database with the same notes, the same documents, and the same history. The handoff between teams stops being a meeting and starts being a record everyone already sees which is the only kind of handoff that actually scales as the business grows.
A complete lead management toolkit built into the same email marketing platform your team already uses. Inline editing, bulk operations, custom fields, tags, lead groups, duplicate merge, and the LIO LinkedIn integration come together in one workspace so the team can focus on the conversation, not the data entry.
Click any cell in the lead list to edit in place. Status, owner, email, phone, score, tags, custom fields all editable directly from the list view without opening a separate form. Changes save the moment you click away, so the cleanup that used to take an afternoon happens while the conversation is still fresh.
Select hundreds of leads at once and update, reassign, or delete them in a single action. Change status across a segment, hand a list of accounts to a new rep, or clean out a lapsed source in seconds. The bulk bar handles the actions that used to live in a spreadsheet and a series of imports.
Add any custom field the moment your business needs a new attribute. Tag leads with anything that helps you find them later. Build lead groups to target a specific slice of the database for an email campaign or a focused outreach push. The database adapts to your business, not the other way around.
Built in duplicate detection surfaces matching records automatically across name, email, phone, and company. Merge in two clicks with every note, tag, document, and follow up preserved on the surviving record. The same prospect stops being three records and three reps calling on the same day.
The LIO integration pulls LinkedIn sourced leads directly into the workspace with profile details, company information, and source attribution already populated. The handoff from social prospecting into b2b email marketing campaigns happens without an export, a cleanup pass, or a manual import.
Every lead record carries its own working file. Pin notes from your last call, attach proposals and signed contracts, and set follow up reminders that surface exactly when you need them. The full context of the relationship sits one click below the contact details, ready for the next person to pick up.
Click any cell in the lead list to edit in place. Status, owner, email, phone, score, tags, custom fields all editable directly from the list view without opening a separate form. Changes save the moment you click away, so the cleanup that used to take an afternoon happens while the conversation is still fresh.
Select hundreds of leads at once and update, reassign, or delete them in a single action. Change status across a segment, hand a list of accounts to a new rep, or clean out a lapsed source in seconds. The bulk bar handles the actions that used to live in a spreadsheet and a series of imports.
Add any custom field the moment your business needs a new attribute. Tag leads with anything that helps you find them later. Build lead groups to target a specific slice of the database for an email campaign or a focused outreach push. The database adapts to your business, not the other way around.
Built in duplicate detection surfaces matching records automatically across name, email, phone, and company. Merge in two clicks with every note, tag, document, and follow up preserved on the surviving record. The same prospect stops being three records and three reps calling on the same day.
The LIO integration pulls LinkedIn sourced leads directly into the workspace with profile details, company information, and source attribution already populated. The handoff from social prospecting into b2b email marketing campaigns happens without an export, a cleanup pass, or a manual import.
Every lead record carries its own working file. Pin notes from your last call, attach proposals and signed contracts, and set follow up reminders that surface exactly when you need them. The full context of the relationship sits one click below the contact details, ready for the next person to pick up.
Common questions about EVOX lead management, how the inline editing and bulk operations work, and what the LIO LinkedIn integration unlocks for your team.
Every column in the lead list is editable directly in place click any cell, type the new value, click away, and the change is saved. Status, owner, email, phone, score, tags, and every custom field your team has added all work the same way. There is no separate edit form, no extra navigation, no waiting for a save button, which is what makes the data quality actually stay clean as the team grows.
Capture. Edit. Group. Merge. Follow up. Convert. Every lead, one workspace, the team finally on the same page.