Never Lose a Lead Again
Track every enquiry from first contact to closed deal. Know exactly where every opportunity stands.
The Problem
Your leads come in from everywhere - your website, phone calls, emails, social media, word of mouth. Some get followed up straight away. Others sit in an inbox or scribbled on a Post-it note and never get touched.
You have no real way of knowing which enquiries have been followed up, which are still waiting, or which marketing channels are actually generating business. When you're busy, the first thing that slips is chasing new leads - and that's the one thing you can't afford to let slide.
Every missed follow-up is money left on the table. And you only find out about it when a potential customer goes to a competitor instead.
How I Solve It
A lead tracking system built around how your business actually works.
Centralised Lead Inbox
Every enquiry - website, phone, email, social - lands in one place. Nothing gets lost, nothing gets missed.
Pipeline Stages
See every lead's status at a glance - new, contacted, quoted, won, lost. Drag and drop between stages as things progress.
Follow-up Reminders
Automatic reminders so you never forget to follow up. Set them per lead, per stage, or on a schedule that suits you.
Source Tracking
Know exactly where each lead came from - your website, Google, Checkatrade, a referral. See which channels are actually worth your time and money.
Notes & History
Log every conversation, email, and call against the lead. When someone phones back, you know exactly what was discussed.
Conversion Reporting
See your conversion rate, average deal value, and how long leads take to close. Make decisions based on real numbers, not gut feeling.
Why Not Off-the-Shelf?
Most CRMs are designed for enterprise sales teams with 50 reps, complex territories, and multi-stage approval workflows. They're bloated, confusing, and expensive.
You need something simple that actually gets used. Something your team will open every morning because it's quick and helpful - not something they avoid because it takes 15 clicks to log an enquiry. I build exactly that.
Example
Dan runs a small kitchen fitting business. Enquiries come in from his website, Checkatrade, and word of mouth. He was tracking everything in his head and a Notes app on his phone. When things got busy, follow-ups slipped. He had no idea which marketing was bringing in the best leads.
I built Dan a simple lead tracker. Every enquiry - no matter the source - feeds into one dashboard. He can see his pipeline at a glance, gets reminders when a follow-up is due, and logs notes against each lead from his phone.
Within three months, Dan's conversion rate went up because he stopped losing leads. He also discovered that Checkatrade was generating three times more paying work than his website - so he doubled down on it and paused his Google Ads spend.
Related Solutions
Frequently Asked Questions
How is this different from a CRM like HubSpot or Salesforce?
Can it pull in leads from my website automatically?
What if I already have leads in a spreadsheet?
Can my team use it too?
How long does it take to build?
Will you train me on how to use it?
Ready to Stop Losing Leads?
Tell me how your enquiries work today. I'll show you how to make sure none of them slip through the cracks.