Lead tracker v8

LeadFlow Pro

All Temp 🔴 Hot 🟠 Warm 🔵 Cold All Sources Referral Website Twitter Cold Call Walk-in Stale Only

Live Pipeline

₹0

Weighted Val

₹0

Won Revenue

₹0

Win Rate

0%

Avg Close Time

— Days

Avg Ticket

₹0

Top Loss Reason

—

Storage: Browser Local Storage

🔍 Prospect

20%

₹0 · 0 leads

📞 Contacted

40%

₹0 · 0 leads

📄 Proposal

70%

₹0 · 0 leads

✅ Won

100%

₹0 · 0 leads

❌ Lost

0%

₹0 · 0 leads

📊 Conversion Funnel

🎯 Source Performance

Source	Win%	Revenue	Weighted

⏱️ Stage Aging Analysis

Stage	Avg Days	Health

New Lead

Client Information

Client Name *

Phone (WhatsApp)

Email

Products Interested In

📈 MF – SIP

Monthly investment

💰 MF – Lumpsum

One-time investment

🛡️ Life Insurance

Term / ULIP

🏥 Health Insurance

Mediclaim / Top-up

⚠️ Please select at least one product.

Deal Details

Revenue Type Trail (Long-term) Upfront (Heavy) Hybrid

Lead Source Referral Website Twitter / X Cold Call Walk-in

Temperature 🔴 Hot 🟠 Warm 🔵 Cold

Next Follow-up

Won Deal Details

Actual Revenue Closed (₹)

Loss Information

Loss Reason Select reason... Pricing too high Went with competitor Not interested Bad timing No response Other

Activity Log

Add Note / Update

☁️ Data Sync & Backup

Your data lives in the browser. Use the options below to save to your laptop or restore from a file. For auto-sync, use the File System Access API (Chrome/Edge only).

💾

Save to Laptop (JSON Backup)

Downloads a complete backup file to your computer. Open anytime to restore.

📂

Load from Laptop (Restore)

Import a previously saved JSON backup file to restore your data.

🔄

Auto-Sync with Local File (Chrome/Edge)

Pick a folder on your laptop. The CRM will auto-save there every time you make a change. Works offline, no cloud needed.

📊

Export to Excel (CSV)

Download spreadsheet-ready file. Opens directly in Excel or Google Sheets.

💡 Pro Tip: For reliable daily backups, use "Auto-Sync" to link a Google Drive / OneDrive / Dropbox folder on your laptop. Changes sync automatically to cloud.

❌ Mark as Lost

What caused this deal to be lost?

Loss Reason Pricing too high Went with competitor Not interested Bad timing No response Other

🎉 Mark as Won!

Enter the actual revenue closed for this deal.

Actual Revenue (₹)