What to record for each enquiry

  • Who it's from and how to reach them.
  • Where it came from - website, referral, a site board, social media - so you know what's working.
  • What they want and roughly what it's worth.
  • The stage it's at, and when it last moved.

Set up a simple pipeline

  1. Open Lead & Enquiry Tracker - it works in your browser with nothing to install, or as a Windows app.
  2. Add each new enquiry with its source and value.
  3. Move it along the board as it progresses, through to won or lost.
  4. Check the board each morning: an open enquiry that hasn't moved stage for a while gets a yellow edge, so you know who to chase. Set how many days in Settings.

See what's working

Insights show your enquiries by stage and by source, so you can see which kind of enquiry turns into work. Export everything as CSV for your accountant or a spreadsheet.

When there's more than one of you

Lead Tracker Pro (£29.99 a year in your browser) keeps one shared list for your whole team, each person with their own login, with who's chasing each lead and follow-up reminders.