When new leads come in from your website, a referral, or a phone call, the fastest follow-up usually wins the sale. A sales lead tracker catches every inbound lead in one list and tells you who to call next. Built with Taskade Genesis, it helps a realtor, a contractor, or a clinic owner turn quiet inquiries into booked work.
What's Included
- Lead capture: Every new inquiry lands in one tidy list with the source, the contact, and what they want.
- Follow-up routing: Each lead gets an owner and a next step, so nothing sits ignored.
- Connected projects: Leads link to the deals and clients they become, giving you the full story from first touch to sale.
- AI Agent: Ask "which leads haven't I called back?" or "what came in this week?" and get the list right away.
- Automation: A new lead triggers an instant alert and a follow-up task, so the response goes out while interest is hot.
How To Use
- Clone this app into your Taskade workspace.
- Add your current leads, or point your intake form at the tracker so new ones flow in.
- Use project views to sort leads by status, source, or owner.
- Set who can see and edit leads with permissions for your team.
- Reply to hot leads first and book more work from inquiries you already have.
Pair this with a sales pipeline CRM or explore more apps in the Community Gallery.