Free tools
Lead Follow-up Board
Every lead gets an owner and a next step.
Track leads by stage. Instantly see which ones have no owner, no next step or an overdue follow-up.
0
open leads
0
need attention
0
overdue
0
won or lost
Import a CSV with a Name column. Company, Owner, Next step, Date and Stage are used when present. Importing replaces the current board.
New0
No leads
Contacted0
No leads
Qualified0
No leads
Won0
No leads
Lost0
No leads
Leads stay on this device until you export them. Won and lost leads aren't flagged.
Your data stays on this device. Nothing is uploaded, saved or shared, and reloading the page clears it. Export when you want to keep your work.
Want this connected to your own systems?
This free version works with the files you bring. We can connect it to your CRM, ERP or spreadsheets, add your business rules and keep it running.
Start free. Grow when it's worth it.
Use the tools as long as you like. When you need them saved, connected or shaped around your business, there's a next step.
$0
Every tool, in your browser.
- All five tools
- Import and export CSV
- No account—your data stays on your device
Coming soon
For teams that use these tools every week.
- Save and share your work
- Scheduled checks and alerts
- Connect your CRM, ERP or spreadsheets
- AI explanations of your results
Pricing will be announced at launch.
Built for you
Shaped around your systems, data and team.
- Your workflows and business rules
- Dashboards, integrations and AI
- Hosted, monitored and supported
Direct contact options are coming soon.