Vydo — shipped as Leads, except the booking
Vydo was the plan for everything that happens before a client is a client. Most of it is live now as Leads: the board, the website form, and follow-ups that run on their own. Booking a meeting from your real availability is the part still to come.
Most of this shipped. Vydo is live inside Vylan as Leads — a board, a list, editable pipeline stages, a form for your website, and follow-ups that run on their own. It has its own section of this help centre: your leads board. What is left on this page is the one part still to come.
What it was for
Vylan used to start at the moment somebody was already your client. Everything before that — the enquiry that came through your website, the one you meant to reply to on Tuesday, the quote you wrote out by hand, the follow-up you never sent — happened in an inbox and a notebook.
That gap is now closed. Live today:
- Capturing the enquiry — a form with its own link and an embeddable snippet, feeding a board rather than an inbox. Enquiries from your website.
- Following up without remembering to — a quiet threshold per stage, a follow-up task for whoever owns the lead, and optional reminder emails to the prospect that stop the moment they answer. Chasing a lead without chasing it.
- Acceptance, and what happens the second after — a proposal attaches to the lead, and accepting it turns the prospect into a client with the engagement created and its flow already running.
Still to come: booking the meeting
A prospect will be able to book a time from your real availability rather than being asked to suggest three.
This part is not built. There is nothing to turn on for it today. Everything else described above is, and is documented under Leads.
What it is not
Vydo is not a general-purpose sales CRM, and it will not try to be. It holds the path from enquiry to signed engagement for an accounting firm, and hands off to the rest of Vylan the moment that path ends.
The far end of this is what a won lead is handed to: engagement templates and proposals and acceptance.