Lead tracker v8

LeadFlow Pro

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

Live Pipeline

₹0

Weighted

₹0

Won Revenue

₹0

Win Rate

0%

Avg Close

— Days

Avg Ticket

₹0

Top Loss

—

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

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

Actual Revenue Closed (₹)

Loss Reason

Why was this lost? 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 device or restore from a file.

💾

Save to Device (JSON Backup)

Downloads a complete backup file. Date-stamped for safety.

📂

Load from Device (Restore)

Import a previously saved JSON backup to restore your data.

🔄

Auto-Sync with Local File (Chrome/Edge)

Pick a folder on your laptop. Every change auto-saves there. Works offline. Point to Google Drive / Dropbox for cloud backup.

📊

Export to Excel (CSV)

Opens directly in Excel or Google Sheets.

💡 Tip: For daily auto-backup, link Auto-Sync to a Google Drive folder on your laptop.

❌ Mark as Lost

Why was this lost? Pricing too high Went with competitor Not interested Bad timing No response Other

🎉 Deal Won!

Enter the actual revenue closed.

Actual Revenue (₹)