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Free leads and customer tracker

Know who needs attention and when, without paying for a CRM. Record each lead’s status, value and next follow-up date.

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Opens inside Matching Sox Business. Free, no account, saved only on this device.

What it does

Each lead has a name, company, email, phone, status, follow-up date, sales representative, potential value and notes. Statuses are New lead, Contacted, Quote sent, Follow-up, Customer and Not interested. Saved leads appear in Saved records next to your documents and applications, showing the potential value, and Export CSV includes each lead’s status and follow-up date so you can sort them in a spreadsheet. Everything stays in this browser on this device.

It works well for a solo owner or a small team sharing one office computer, where a full CRM would be more than you need.

How to use it

Open Leads & Customers.
Enter the name, company, email and phone.
Choose a status and set a follow-up date.
Add the sales representative and the potential value.
Write notes about what they need.
Choose Save lead locally, then review it in Saved records.

Example

A cleaning company meets a property manager at a trade show. They save her as a New lead with a potential value of $2,400 and a follow-up date next Tuesday. After sending a price with the quote maker they edit the lead to Quote sent. When she signs, the status becomes Customer, and the CSV export shows every lead with its status and follow-up date.

Tips

Update the status every time you make contact.
Sort the CSV by follow-up date each Monday to plan the week.
Record which rep owns each lead so commissions are clear.
Mark lost leads Not interested instead of deleting them, so you keep the history.