Leads arrive from everywhere — web forms, phone calls, referrals, walk-ins — and the ones you forget to call back are the ones you lose. This tracker, built with Taskade Genesis, gives a realtor, contractor, or clinic owner one inbox for every new lead, plus an automation that routes the follow-up the moment a lead lands.
What's Included
Lead Inbox: every new lead in one list with name, source, and status, so you stop digging through email
Source Tracking: see which channel each lead came from, so you know what actually brings in business
AI Lead Agent: ask "who came in this week?", "which leads haven't heard back from us?", or "what's our best source this month?" and get a straight answer
Automatic Routing: new leads get an owner and a follow-up task the moment they land — that part runs without you
Status Board: flip between list and board with project views to see your week at a glance
How To Use
Clone this app into your workspace and add your current leads.
Point your lead sources — web forms, shared inboxes, referral notes — at the tracker so new leads land automatically.
Adjust the triggers that assign owners and create follow-up tasks.
Check automation runs to confirm every new lead got routed.
Call leads while they're warm — first contact no longer depends on memory.
Explore more live sales systems, from pipelines to client portals, in the Community Gallery.