Lead intake and follow up
GymRealm introduces prospect records for people who have expressed interest but have not bought an eligible membership. Teams can collect them through a multilingual, embeddable web form that can reflect portal colors, request a location and capture name, phone and email. Alternatively, staff can import an Excel template with location and source channel, including Website, Meta, Google, Phone and Referral. Imports report accepted, duplicate and rejected rows, with checks against existing leads and customers.
The Leads tab in the Clients report supports filtering by creation or next-contact date and tracks source, location, status, last contact and next follow-up. Staff can record communications and export the list. A lead is converted when the person purchases a membership that counts as a member; creating a profile or selling an unrelated item alone does not count as conversion.
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