Lead tracker
Keep a short list of leads, the stage each one is in, and the next step.
List
Leads
—
Add a lead to see the list and how many sit at each stage.
A simple list you keep, not advice.
Print uses your browser. You can choose Save as PDF there.
How this works and common questions
About this tool
A name, a stage, a next step, and an optional date. Lighter than a CRM.
How it works
One row is one lead. Set the stage and write the next step. The result counts leads at each stage.
Rules
Saved on this device only. Nothing is emailed and nothing is sent. Copy and CSV include every row.
Questions
How is this different from a CRM?
It is a list on this device: name, stage, next step, and a date. It does not email anyone or share the list.
What stages can I set?
New, contacted, quoted, won, or passed.
Where is it saved?
On this device only. Clear from this device removes the list. Nothing is sent.
Do I need an account?
No. The tools work without one. You only need to sign in to save your work.
Is what I type saved?
Saved on this device only. It is not sent to an account. Clear from this device removes it.
Do you show ads or sell my information?
No. We show no ads and we do not sell your information.
Is this tax or legal advice?
No. Results are estimates for planning. Check rates and rules with the official source or a qualified professional.
Saved on this device only. It is not sent to an account. Clear from this device removes it.
A simple list you keep, not advice.