Kanban, card and table views
The same leads, shaped for the task: a board for the pipeline, cards for calls, a table for bulk work.
NewLeadsnote AI now answers from your pipeline
Where small teams win every lead.
Leadsnote captures every enquiry, reminds your team to follow up, sends the quote and shows what is working, with Leadsnote AI doing the legwork.
Free for one user. No credit card needed.
Open8
Contacted5
Qualified3
Customer1
Won$0
Open3
Contacted2
Qualified2
Customer1
Trusted by teams that would rather talk to customers than update spreadsheets
- Brightpath
- Kestrel
- Tallow Labs
- Halcyon Freight
- Orchard & Pine
- Meridian Works
- ironbark
- Lumen Realty
- Northfold
- Saltmarsh & Co
- 2.4x faster first reply
- 38% more visits booked
- 0 leads without an owner
- 10 min to capture the first lead
Illustrative figures from fictional teams, shown to explain what Leadsnote is built for.
One workspace for the whole sales rhythm
From hello to signed, in three moves.
Leadsnote follows each lead the whole way, so nothing depends on someone remembering.
- 1
Capture
A lead arrives and lands with the right person.
The form is submitted, the lead is created, assigned by your rule and answered in the first minute. Nobody had to copy anything.
- 2
Follow up
The next step is on the card, and a reminder is on the clock.
Finish the call, set the next follow-up, and Leadsnote nudges the owner. If nothing happens, the team lead hears about it.
- 3
Close
Quote, invoice and win without leaving the lead.
Build the quote from your price list, send it, and turn it into an invoice the moment the answer is yes. The lead keeps the whole story.
Everything between “hello” and “signed”
Six tools, one calm workspace.
Capture from everywhere
Every lead lands in one place, already assigned.
Web forms, event badges, spreadsheets, WhatsApp and ads all feed the same list. Leadsnote assigns each new lead to the right person and replies instantly, before anyone has to ask.
- Public enquiry forms with auto-reply by email and WhatsApp
- Import a spreadsheet and merge duplicates
- Assignment rules by list, product or round robin
New leads128
Lena HoffmannWeb form
Marco SilvaWhatsApp
Ife AdeyemiEvent badge
Assigned automatically, instant reply sent
Never miss a follow-up
Never wonder who was supposed to call back.
Every lead carries its next step. Reminders reach people where they are, overdue work is flagged, and a shared calendar shows the week at a glance.
- Follow-up dates on every lead, with push and email reminders
- Tasks, to-dos and a team calendar
- Alerts for unattended and stagnant leads
This week7 reminders
MonTueWedThuFri 9 am 11 am 1 pm 3 pm
Quotes in minutes
Quote, invoice and order without leaving the lead.
Build a quote from your product list and watch the total update as you go. Send it, and turn it into an invoice or sales order when the answer is yes.
- Products, groups and price lists
- Branded quotes and invoices
- Sales orders linked to the lead
Quote Q-1042
Halcyon Freight- Site survey$180 each 1 $180
- Installation kit$640 each 2 $1,280
- Annual support$420 each 1 $420
- Subtotal
- $1,880
- Discount
- -$94
- Tax 8%
- $143
- Total
- $0
Reports that explain themselves
See what is working before the quarter ends.
A live funnel, deal size by stage and activity by teammate. Know which source brings the best leads and where deals go quiet, without building a single chart.
- Funnel and stage conversion
- Team performance and activity
- Breakdowns by source, tag and potential
17%lead to customer
Up this monthSample data
Leadsnote AI
Ask your pipeline anything.
Which leads are about to go cold? What did we quote Halcyon? Draft a follow-up in my voice. Leadsnote AI answers from your own data, and only what you can already see.
- Answers about leads, quotes and tasks
- Drafts emails and WhatsApp messages
- Suggests who to contact first today
Leadsnote AISees only your data
Connect everything
Plays well with the tools you already use.
Bring leads in from forms, ads and telephony, and send updates out through email and WhatsApp. Hover a tile to see what each connection does.
- Open API and webhooks for your own systems
- Automation platforms for thousands of apps
- Import and export at any time
Web formsPublish an enquiry form or landing page and route submissions to the right list.
Built for the whole team
Whatever your role, it opens on what matters.
Start the day with a call list, not a search.
Open Leadsnote and see exactly who to call, with the last note and the next step beside each name. Tick it off and the reminder moves on.
- A daily list sorted by who is waiting longest
- Notes, quotes and calls on one timeline
- Instant reminders on your phone
Today1 of 4 done
- Priya NairQuote opened twice 10:30
- Owen MarshAsked for a call back 11:15
- Hana SatoProposal due Friday 1:00
- Diego RuizDemo reminder 3:30
And the details that make it yours
Small things, done properly.
Merge duplicates
Repeat enquiries are matched by phone and email, so one customer is one record.
Custom fields and stages
Name the stages and fields the way your team talks.
Lists, tags and groups
Keep events, campaigns and branches apart.
Roles and access
Admins see everything, members see their own leads.
Import and export
Bring spreadsheets in and take everything out. Your data is yours at any time.
Campaigns
Email and WhatsApp updates, birthday wishes and templates for any segment.
Customer stories
Trusted by teams that stopped losing leads.
Company names, people and figures on this site are fictional and illustrative.
“Every enquiry has an owner and a next step now. I stopped asking where things stand.”
Meera Kapoor
Sales lead
Sales lead
- 2xfaster first reply
- 0orphan leads
“Counsellors call back the same day, and the campus visit numbers followed.”
Daniel Okoye
Admissions head
Admissions head
- 38%more campus visits
“We build the quote from the lead itself. What took an afternoon takes ten minutes.”
Rhea Banerjee
Operations manager
Operations manager
- 70%less time per quote
In their words
1 / 6
We used to lose enquiries in three different group chats. Now every lead has an owner and a next step, and nobody asks me where things stand.
Sales lead, Brightpath Interiors
The reminders changed how we work. Counsellors call back the same day, and our admissions numbers followed.
Admissions head, Kestrel Institute
I set up our event booth form on a Friday and had forty leads sorted, assigned and emailed before Monday.
Founder, Tallow Labs
The Monday report replaced a meeting. I read it with my coffee and know exactly who to nudge.
Founder, Ironbark Trading
Our dealers get followed up like clockwork. Nothing sits quiet for weeks anymore.
Regional head, Meridian Works
Site visits that were forgotten now come with a reminder for the agent and the buyer.
Sales director, Orchard and Pine Homes
Pricing
Start free. Pay when it pays for itself.
Free
For a single user getting started
$0forever
Start free- 1 user
- 100 leads and customers
- Basic reports
Essential
Everything a small sales team needs
$10per user / month, billed yearly
Start free trial- Lead capture and follow-ups
- Tasks and calendar
- Quotes and invoices
- Standard reports
Enterprise
Most popularAdvanced controls for larger teams
$0per user / month, billed yearly
Start free trial- Everything in Essential
- Sales organisation and list access rights
- Advanced reports
- Audit log and priority support
| Feature | Free | Essential | Enterprise |
|---|---|---|---|
| Users | 1 user | 10 users | 100 users |
| Leads and customers | 100 | 1,000 | 500,000 |
| Leadsnote AI credits a month | 20 | 200 | 10,000 |
| Basic reports | Included | Not included | Not included |
| Lead capture and follow-ups | Not included | Included | Included |
| Tasks and calendar | Not included | Included | Included |
Questions, answered.
What is Leadsnote?
Leadsnote is a lead and customer management workspace. It captures leads from forms, imports and integrations, assigns them, reminds your team to follow up, helps you send quotes and invoices, and reports on what is working.
Who is it built for?
Small and growing sales teams, agencies, institutes, clinics, event teams and owner-run businesses that outgrew spreadsheets and chat threads but do not want a heavy enterprise tool.
How long does setup take?
Most teams are capturing their first lead within ten minutes: create your account, answer four short questions about your business, share your enquiry form and you are live. Importing an existing sheet takes a few more minutes.
Can I bring my existing leads?
Yes. Import from a spreadsheet, map the columns once and Leadsnote creates the leads, groups and owners. You can export everything back out at any time.
What does Leadsnote AI do?
Leadsnote AI answers questions about your pipeline in plain language, drafts follow-up messages, and surfaces leads that need attention. It only sees data your own account can already see.
Is there a free plan?
Yes. The Free plan works for one person with up to 100 leads. Paid plans start with a free trial and need no card to begin.
Looking for step-by-step guides? Open the Help Center.
Your next lead is already on its way.
Create your free account in a minute. No card, no setup call, and your first lead can be in before lunch.
Free for one user. No card needed.