Lead tracker
Keep every enquiry, its stage and the date to follow up, and send a ready WhatsApp follow-up.
What it is for
Open leads, the next follow-up date and the stage of each one are the three things a small business forgets. The tracker keeps them in one list and puts the leads whose date has come at the top.. It is built for enquiries from customers who have not bought yet.
How to use it
- Add a lead the moment someone asks about your work, with where they came from.
- Choose a stage and a follow-up date. Today is filled for you.
- Each morning open the page: the list "Needs attention" shows leads whose date has come.
- Tap Follow up to open WhatsApp with a message. After the chat, change the stage or the date.
Read next
- A follow-up routine for enquiriesMost small businesses lose sales not because customers say no, but because nobody follows
- Lead stages and your win rateFive stages are enough for most small businesses. What matters is that each one means the
Your records stay in this browser. Read how to keep them safe.
Common questions
Where are the records kept?
In your own browser on this device. Download a backup file now and then.
Can I move the data to a spreadsheet?
Yes. Use "Download as a spreadsheet file (.csv)" at the bottom of the register.
Keep going
- A follow-up routine for enquiriesMost small businesses lose sales not because customers say no, but because nobody follows
- Other registersFive more
The registers keep their data in your own browser and send nothing to us. Names, numbers and prices in the examples are made up. No law, tax or fee is stated here: check local rules where they matter. Checked 14 November 2026.