Lead16

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• List Stages

  List all pipeline stages ordered by position

• Get Pipeline Overview

  Get pipeline stages with lead counts and total deal values (the best "at a glance" view)

• Create Stage

  Create a new pipeline stage

• Update Stage

  Update a pipeline stage (rename, recolor, reorder)

• List Leads

  List leads with optional filters (stage, priority, archived, client, assignee)

• Get Lead

  Get full lead details including custom fields and stage name

• Create Lead

  Create a new lead with an initial stage history entry

• Capture Lead From Pasted Email

  Create a lead from a pasted or forwarded email. Extracts the sender name, email, company, phone and any stated budget, reuses an existing contact rather than duplicating them, and reports what it read so a wrong parse is obvious. Use this when given raw email text rather than typed-out details.

• Update Lead

  Update lead fields. If stageId changes, a stage history entry is created automatically.

• Archive Lead

  Soft-archive a lead (hides from default views)

• Unarchive Lead

  Restore an archived lead

• Delete Lead

  Permanently delete a lead and all its related data

• Search Leads

  Case-insensitive search across lead name, company, email, phone, and notes. Also fuzzy-matches near-miss emails and names, so a typo like "rye@spruke.co" or "Ry Smith" still surfaces the real contact under didYouMean, rather than looking like nobody exists.

• List Activities

  List the activity timeline for a lead: hand-written notes, calls, meetings and emails, plus the system entries the app records for stage moves, invoice status changes and field edits

• Create Activity

  Add a note, call, meeting, or email activity to a lead

• Update Activity

  Edit an existing activity

• Delete Activity

  Remove an activity

• Get Pipeline Analytics

  Get pipeline analytics: total leads, value by stage, avg days in pipeline, stuck leads count

• Get Reports Summary

  Reporting dashboard summary: win/loss + win rate, pipeline value by stage, won value and paid-invoice revenue for the current month, so an assistant can answer "how is the pipeline this month". Scoped to the calling user.

• Get Revenue Summary

  Get revenue summary: total pipeline value, MRR, top deals

• Get Stale Leads

  Get leads sitting in a stage too long (configurable threshold)

• List Invoices

  List invoices (bills) with optional status and lead filters. Use this to find invoices, see what is unpaid, sent, paid, or overdue, or pull up a client's bills before chasing payment. Filter status: overdue for invoices to chase.

• Get Invoice Stats

  Get invoice counts and totals grouped by status (draft, sent, paid, overdue), how much you are owed, what is unpaid or overdue, and how much has been paid. Totals are normalised into your default currency using Frankfurter daily rates, indicative reporting figures, not settled amounts.

• Get Invoice

  Get full details of one invoice (bill) by ID, line items, amounts, due date, sent/paid/overdue status, payment link, and lead info. Use before chasing, resending, or checking whether a bill has been paid.

• Download Invoice PDF

  Get an invoice as a PDF file. Use this whenever the user asks to download, export, save, print, attach or "send me" an invoice as a PDF or a document. Returns the actual file, not a link. The PDF is the same branded document the customer receives, including line items, tax, payment details, the scan-to-pay QR code and any attachments collated onto it.