Lead Tracker CRM Features
A focused set of tools for organizing leads and follow-ups.
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Dashboard
Quick view of total leads, statuses, pipeline value, today's follow-ups, overdue items and recent leads.
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Add & Edit Leads
Create and maintain lead records with contact, company, address, value, source and notes.
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Follow-Up Tracking
Set follow-up dates and notes, then filter leads by today, overdue, upcoming or no follow-up.
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Lead Status
Organize opportunities by New, Contacted, Follow Up, Won and Lost.
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Statistics
Review totals, pipeline value, won value and status percentages.
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Customers
Keep converted customers in a dedicated customer area.