Lead & Follow-up Tracker · for Agents, brokers & small sales teams
A lead tracker with stages, notes and follow-ups due today
Every enquiry becomes a lead with a source, a value and a next follow-up date. Move it through the stages, write a note after every call — status changes are logged automatically — and start each day from the list of follow-ups due today or overdue. Losing a lead needs a reason, so the pipeline stays honest.
One-time payment · full source code · instant download · optional installation add-on · non-refundable
Sound familiar?
- Leads come from portals, calls and referrals and end up in three notebooks.
- The hot lead from last week was never called back.
- A full CRM is more screens than a two-person team will fill in.
- Nobody knows the win rate or why leads are lost.
How it works
- 1
Capture
Lead with contact details, source and deal value; set the next follow-up date.
- 2
Work the stages
New, Contacted, Qualified, Won, Lost — a reason is required to mark Lost. Notes timeline with automatic entries for every status change.
- 3
Open on what is due
The due-today and overdue list; the dashboard shows open pipeline value, won this month and win rate. Outgrow it? The Small-Business CRM adds companies, contacts and deals.
Nothing is changed in your ad accounts automatically: every recommendation is approved and applied by you, and drafted campaigns arrive paused.
What you get
- Lead records with contact details, source and deal value
- Pipeline stages New → Contacted → Qualified → Won / Lost, with a required loss reason
- Notes timeline with automatic entries for status changes
- Next follow-up date with a due-today / overdue list
- Dashboard with open pipeline value, won this month and win rate
- Full PHP + MySQL source code; one-time purchase; pairs with the Small-Business CRM
The full list of what is in the download (7 items from the README) is on the product page.
Screenshots
From the application itself, with sample data.
A good fit if… and not if…
Good fit
- Real-estate agents, insurance advisers, brokers and small sales teams
- Anyone who needs follow-ups due today more than a full CRM
- Developers adding lead capture to a client's site
Not the right tool when
- Email or WhatsApp integration, or automatic reminders (it lists what is due when you open it)
- Multiple users with permissions
- Quotes and invoices (see the Quotation Maker and Invoice Generator)
Questions agents, brokers & small sales teams ask
How is this different from the CRM?
The lead tracker is leads, stages, notes and follow-ups. The Small-Business CRM adds companies, contacts, a deal pipeline with enforced moves and a shared activity feed. Start here and move up if you need more.
Does it send reminders?
No. It shows what is due today or overdue when you open it.
Can my website post leads into it?
Not out of the box; the table is simple, so a developer can add a form handler.
Why is a reason required to lose a lead?
So the pipeline stays honest and you can see why leads are lost over time.
Can two people use it?
One admin login in this edition; a shared login works for a small team.
Can I see it first?
Yes — preview pages with sample data.