Lead follow-up system
Make every lead visible until it is won, lost, or paused.
For teams that get inquiries but do not have one reliable place to see who needs a reply today.
What gets shipped
- Lead source and intake cleanup.
- Status fields for new, contacted, quoted, won, lost, and paused.
- Next-action dates and owner fields.
- Reply templates for first response, quote follow-up, and stale leads.
- Daily review view for the next actions due.
Why this pays back
Most small teams do not need a complex CRM first. They need one reliable queue and a habit that prevents real requests from disappearing.