sales lead management

One place your whole sales team works the leads, from first knock to closed

For an in-house sales portal: one place your whole sales team works the leads, from first knock to closed. A lightweight web portal a small sales team actually uses: log in, see the leads, claim one, log the visit, and move it through claim, visit and close without fighting the tool.

We built this one for ourselves: an in-house sales portal. It earns its place here on the same evidence as any client project.

a simple lead portal a small sales team will actually use every day

A lightweight web portal a small sales team actually uses: log in, see the leads, claim one, log the visit, and move it through claim, visit and close without fighting the tool. Built and run out of Sarasota.

What was going wrong?

A local sales operation drowns in the gap between a spreadsheet and a full CRM. The spreadsheet loses track of who was contacted and when; the enterprise CRM costs per seat, takes weeks to set up, and buries a two-person team in fields nobody fills. Leads slip through the gap, and a lead that never gets followed up is money left on the sidewalk.

What did we build?

A lightweight web portal a small sales team actually uses: log in, see the leads, claim one, log the visit, and move it through claim, visit and close without fighting the tool. It installs to a phone like an app, works offline, and handles the boring-but-critical parts, password reset and secure login, so it holds real accounts rather than a shared spreadsheet everyone can see. It feeds the wider outreach system rather than replacing anything that already works.

What changed?

This one is built but not live yet, so there is no result to measure. The day it launches and the numbers come in, they go here, dated.

How do we know this is real?

Build record: 8 tracked changes over 61 days, 10,777 lines of working code. Every number here comes straight from the project's build history.