A lightweight lead management CRM for local business prospects

When you unlock a business from the Lead Finder, it is added to your CRM with the search that found it (the business type and area). There is nothing to copy across. If you meet a prospect elsewhere, you can add a lead manually and it sits alongside the others.

• Status: New, Contacted, Interested, Follow-up, Converted or Not Interested.
• Primary contact: a name and role, plus a phone number and email address you add yourself.
• Notes: free-text sales notes about conversations and next steps.
• Tags: your own labels, for example by offer, source or priority.
• Timeline: a record of actions on the lead so you can see what happened and when.

The leads list can be filtered by status and searched, so a follow-up day starts with a filter rather than a hunt through a spreadsheet.

Each lead has a pipeline on its page that shows its current stage. You click to move a lead between stages as the conversation develops; nothing is advanced automatically. That keeps the pipeline an honest picture of your work rather than a forecast produced by software.

1. 1
   Set the status when you act

   Mark a lead Contacted after the first call or message, and Follow-up if you agreed to come back.

2. 2
   Write the next step in the notes

   One line such as the date and what you promised is enough to restart a conversation.

3. 3
   Review by status

   Filter by Follow-up at the start of the day and work through them.

4. 4
   Close the loop

   Mark leads Converted or Not Interested so the list shows live opportunities.

For more on staying consistent, read how to follow up with local business leads.

The CRM does not send emails, place calls, schedule reminders or run automations, and it does not currently support shared team pipelines. Contact details come from Google Maps listings (when the business has published them) or from you. Information you add stays your responsibility; see the Privacy Policy for how it is handled.

Suppose you search for one type of local business in a single suburb, browse the results for free and unlock six of them. Six leads appear in your CRM with the status New. You call the first three: two answer, so you mark them Contacted and add a contact name and a one-line note. One asks you to call back next week, so you set Follow-up and write the date in the note. The other three stay New until tomorrow.

A week later you filter by Follow-up, open the lead, read your note and carry on the conversation where it stopped. Nothing in that routine needs more than a status, a contact and a sentence, which is why it holds up when you are busy.

• Update the status straight after each call or message, not at the end of the week.
• Put a date in every follow-up note so you know when it is due.
• Close leads that will not convert, so the list reflects live opportunities.
• Use a small, consistent set of tags rather than inventing new ones each time.