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Mini CRM: local lead tracker
Record leads, stages and next-contact dates. See overdue follow-ups. Work stays on your device; save it as your own JSON or CSV.
Start workingStart with an empty list. Nothing is saved automatically: download JSON before closing the tab.
Your tool
Work lives in this tab. Save JSON before closing.
How to use the result
Up to 50 records: new, contacted, proposal, won or lost. An open lead is overdue when its next-contact date is earlier than the selected day. “Won” is your label, not proof of payment. No notifications are sent. JSON restores work; CSV exports a table.
CSV is for viewing in spreadsheet apps. Formula-like cell starts are marked with Text:; JSON preserves the original inputs.
The next step toward a client
Follow the page-to-enquiry workflow →
Build a UTM link → · Build a client proposal →
Continue client-service practice in Learn. Lesson access depends on your plan; the first course’s seven lessons remain free.