Leads and growth
A lead pipeline, forms and tracking from first visit to paid
The growth side of ClientOS answers one question: where did the money come from? Leads carry their source, short links show the funnel to paid, and partners get paid for what they send.
Sell, deliver and invoice from a portal on your own server.
What you get
7 things leads and growth does
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A pipeline with the source of every lead
New, contacted, qualified, proposal, won and lost, with open value, won value and win rate — and where each lead came from: search, social, a tracking link or direct.
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Your website’s forms send leads straight in
A capture key and a snippet on your own site put submissions into the pipeline, protected against spam, without an integration platform in the middle.
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Follow-up emails that send themselves
A thank-you, then days 2, 5 and 10 — so a lead that arrives on a Friday is not waiting until someone remembers.
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Short links and a funnel to paid
Create a tracking link for a post or a campaign and see visited, stayed, clicked checkout and paid, for every source.
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Conversions back to the ad platforms
Send paid orders to the Meta Conversions API, and export offline conversions for Google Ads.
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A referral programme
Partner links, commissions and recorded payouts, so the people sending you work can see and be paid for it.
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A form builder with 17 field types
Client-profile fields, project-data fields and layout utilities, with rules and multi-page forms — for lead capture, enquiries and client onboarding.
Where this comes from. Area 09 (Growth) of getclientos.com/features, read on 29 October 2026. Check any line of it against that section of getclientos.com/features or the official docs for this area. Nothing on this page adds a capability those pages do not state.
Either way
Runs on your own server
Every feature above runs inside one installation on a Linux VPS you control, on one domain of your own.
- Your database Clients, orders, messages, invoices and files live in your own PostgreSQL.
- One thing leaves it A license check-in twice a day: the signed license and the version you run.
- No per-seat charge Licensed per domain; every package states unlimited clients, staff and orders.
Keep exploring
The other feature areas
Store and checkout
Sell productized services from your own domain: a sales page per service, five pricing models, packages, add-ons, coupons and a checkout that only creates an order once payment clears.
Read moreOrders and delivery
Briefs, statuses, hand-overs, revisions and approvals that auto-close when a client goes quiet — plus a team task board that builds its own cards from orders and tickets.
Read moreInvoicing and finance
Gapless invoice numbering, pay links, partial payments, credit notes and subscriptions that bill themselves — with profit and loss, expenses and margin by service.
Read moreWhite-label
Your domain, five logo slots and two brand colours that repaint the portal, admin, sign-in, emails and invoices. Rename the words clients read. Clients never see ClientOS.
Read moreMessages and help desk
A conversation per client and per order, team channels, priced offers accepted in chat, and a built-in help desk with first-response targets counted in your business hours.
Read moreSelf-hosting
One A record, one command, and ClientOS runs on your own Linux VPS: Docker, PostgreSQL, file storage and automatic HTTPS. Update, back up and roll back with one command each.
Read moreSecurity and data
Clients, orders, invoices and files stay in your own PostgreSQL database. AES-256-GCM sealed keys, expiring signed file links, 2FA, 122 permissions and an audited read-only sign-in-as.
Read moreSee it working before you decide anything
The instant demo emails you a login to a live ClientOS — the full agency admin and client portal with sample data. Read-only, so you can click anything. Your login works for 3 days. No call, no card.