Leads and Quotes Tracker for trades
Keep enquiries, site visits, quotes and follow-ups together, without another spreadsheet.
See every lead by stage
Move work through new, site visit booked, quote sent, won or lost.
Remember follow-ups
Set a date and receive an email reminder when a follow-up is due.
Understand your pipeline
See leads this month, quotes sent, win rate and total won value.
Keep your own copy
Export your leads to CSV or delete them when you no longer need them.
Who it is for
Trades and small contractors managing enquiries from their website, referrals, phone calls, public contracts or homeowner requests.
The tracker is free on every plan for up to 25 active leads. Pro and Business include unlimited active leads.