Keep Every New Opportunity and Next Step Clearly Organized
Lead Tracker Essentials is a CRM package designed for solo operators and small teams that need a structured way to capture new opportunities, track qualification progress, and keep the next action visible. It provides a practical workspace for managing leads from the first interaction through the qualification process.
The package includes a lead capture workspace and capacity for up to 500 CRM records. New leads can be organized with relevant contact information, opportunity details, source data, and current status in one central location.
Custom lead stages allow users to structure the qualification process according to their preferred workflow. Source and status tracking provide a clearer view of where each lead originated and how it is progressing through the defined stages. Follow-up reminders help keep upcoming actions visible, while task time tracking allows users to record time spent on selected lead-related activities. A weekly pipeline snapshot provides a simple overview of active leads, current stages, follow-up activity, and recent pipeline movement. Standard email support is also included for general questions related to the setup and use of the package.
What’s Included
✓ Lead capture workspace
✓ Up to 500 CRM records included in the package
✓ Custom lead stages
✓ Source and status tracking
✓ Follow-up reminders
✓ Task time tracking
✓ Weekly pipeline snapshot
✓ Standard email support
Best For
Lead Tracker Essentials is suitable for solo operators, consultants, sales representatives, service businesses, and small teams that need a clear process for capturing leads, monitoring qualification progress, and organizing follow-up activity.
Important Notes
This package includes one lead tracking workspace and support for up to 500 CRM records. The client must provide the lead information, stage preferences, source categories, status options, task requirements, and workspace details needed for setup.
Lead stages, tracking fields, reminders, task settings, and pipeline views are configured using the information and materials provided by the client. Additional records, imports, custom fields, workflows, reporting views, or configurations outside the listed package scope may be quoted separately.
