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Laruna Run the whole relationship
Pipeline & Client Records

Every enquiry, in one place — from first contact to long-term client.

Leads move cleanly from lead to qualified to won to client. Won leads become full client records with their whole history; repeat enquiries reattach to the customer you already know.

● Live now
In short

Every enquiry lives in one place and moves cleanly from lead to qualified to won to client. A won lead becomes a full client record — history, conversations, documents, notes and invoices together — and when a past customer comes back, they reconnect to the record you already have. Nothing falls through, and the board keeps itself tidy.

The problem: Enquiries scattered across texts, emails and notebooks means dropped follow-ups and forgotten history. When a past customer calls back, no one remembers the last job.

How it works

A clean board and a complete record, keeping themselves tidy.

1

Leads move forward

Lead → qualified → won → client, with terminal stages archived automatically so your board stays clean.

2

Won becomes a client

A won lead turns into a client record: history, conversations, documents, notes and invoices in one place.

3

Repeat work reconnects

A returning enquiry reattaches to the existing customer, so their full story is right there.

Leadnew enquiryQualifiedworth pursuingWonbecome a clientClient recordfull history

Exactly what we do

Everything this actually runs — grouped the way a specialist in the field would check it off. Honest about what’s live today versus coming.

Pipeline stages

  • Clean stage flow — lead → qualified → won → client, with terminal stages auto-archived so the board only shows live work.
  • Won becomes a client — a won lead converts to a full client record automatically.

The client record

  • Complete history — conversations, documents, notes and invoices in one place per client.
  • Repeat-customer reconnect — a returning enquiry reattaches to the existing customer, full story intact.

Keeps itself tidy

  • Auto-archive — won and lost leads move out of view, so you’re never scrolling dead work.
  • One source of truth — booking, invoicing and automation all read and write the same record.

What it means for you

Nothing falls throughA single board shows exactly where every enquiry stands.
Full history, alwaysEvery client’s conversations, documents, notes and invoices in one record.
Repeat customers recognisedNew enquiries reattach to the person you already know.
Tidies itselfWon and lost leads auto-archive, so you’re only ever looking at live work.

One home for every customer.

Track work from first enquiry to repeat client — with the whole relationship in one tidy, always-current record.

Live now · part of your core platform.
Laruna · Melbourne, Australia · All offerings · You stay in charge of the decisions that matter.