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Clauseloop
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Stage 2 of 9 · Win the work

Every enquiry lands in one pipeline, already assigned

Website forms, imports and demo requests create leads with their source recorded, and your rules decide who follows up.

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A lead record showing how the enquiry found the agency: a LinkedIn campaign, the landing page and the contact form
Sample data. Northline Assurance and its clients are invented.

What Clauseloop does at the capture stage

Forms for your own website

Embed a lead form on any site with one script tag. Each form has its own key and a list of the domains allowed to use it.

Where each lead came from

Every web lead records the page the visit started on, the referring site and the campaign tags, so you know which work pays.

Assignment rules

Route leads by country or continent, with a catch-all rule and workload balancing across your sales team.

Imports and duplicates

Import leads from a spreadsheet, and see a warning when a lead you are adding matches a company or email already in the pipeline.

Step by step in the app: Capture leads from your website, spreadsheets and your team

Capture: frequently asked questions

Can I put the lead form on a WordPress or GoDaddy website?

Yes. The form is one script tag, so it works on any site that lets you add HTML. Add the site to the form's allowed domains first.

What happens when a lead comes in?

It is created in the pipeline, assigned by your rules, and its source is recorded. A web lead also starts the automatic follow-up emails.

See the capture stage with your own data

A 60-minute walkthrough of Clauseloop, from the first enquiry to the renewal, using the standards and currencies you work in.

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The nine stages

Win the work

Attract
Lead magnets with drip email, website analytics, and the Search Console keywords your site already ranks for.
Capture
Forms and an embed for your own site, lead import, and rules that assign each new lead.
Win
Pipeline, proposals, scheduled follow-up emails, and demo booking.

Deliver it

Onboard
Client records, projects, and a client portal that shows each client only their own records.
Implement
Gap analysis, then implementation, with document statuses that follow your audit decisions.
Audit
A clause-by-clause internal audit and the Internal Audit Report generated from it.

Keep the client

Certify
A cert-ready stage and certificate expiry tracking. The certification body issues the certificate.
Bill
Invoices in 10 currencies including INR, AED, GBP, and USD, payments recorded from Stripe, PayPal, or Cashfree, and overdue reminders for your team.
Renew
Expiry notices at 90, 60, 30, 7, and 1 days, and a renewal workflow for re-certification.