How Jtek fits togetherNew
The big picture in two minutes: where leads come in, where you talk, where deals live.
1Leads come in#
- Forms, funnels, ads, Instagram, Facebook and calls all create contacts automatically.
- Every new person lands in Contacts.
2You talk to them#
- Every text, email, DM and call is in one thread in Conversations.
- Automation and AI Agents reply for you when you are busy.
3Deals move forward#
- When a lead gets serious, add an opportunity in Opportunities.
- Drag it through your stages until it closes, then mark it won.
4You see the results#
- Dashboard shows new leads, appointments and pipeline value.
Still stuck?Ask Jtek AI. It knows your account and answers in seconds.
Checked against the Jtek app in October 2026.