Use case, lead tracking
Stop losing leads to messy spreadsheets
ConneqtOS gives small teams a simple board to track every lead from first contact to close. Owners, statuses, follow-up dates and value all in one place.
Free for up to 3 teammates. No credit card.
Who it is for
Built for teams that need to keep moving
- Lead generation agencies
- Telemarketing and outbound teams
- Small in-house sales teams
- Service businesses chasing enquiries
- Founders running their own pipeline
- Anyone tracking leads in a Google Sheet today
Why this tends to break
- !Leads live in someone's inbox or spreadsheet, with no clear owner.
- !Follow-ups get missed because nobody is sure who is on what.
- !When someone leaves the team, half the pipeline goes with them.
- !Sales managers can't see the real state of the pipeline without asking.
The template
Lead Tracker
A ready-to-use board with the columns and statuses you actually need. Comes with a sample lead so you can see how it works, then delete it.
Columns included
- Lead Nametext
- Companytext
- Emailemail
- Phonephone
- Statusstatus
- Ownerperson
- Next Follow-update
- Valuecurrency
- Notestext
Statuses included
NewContactedInterestedMeeting BookedProposal SentWonLost
Statuses are fully editable. Add, remove or recolour them per board.
And the rest of ConneqtOS
- Table view and Kanban view
- Comments and file attachments per item
- Filter, sort and aggregate any column
- Simple automations (status changes, dates, assignments)
- Per-board roles: owner, editor, viewer
- CSV import and export
Get your leads out of the spreadsheet
Free workspace, no credit card. Use the Lead Tracker template or build your own board.
Start free