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Template · works for any team

Lead tracker

Every lead, where it came from, who owns it, and when to follow up.

Customize thisOpen the live demo · No signup

Free to try with sample data. Sign in with your email and it's added to your workspace, ready to change. Matrixcape Build is in private beta.

The work it's for

Leads come in from the website, referrals, events and calls, and the follow-ups live in someone's head or a spreadsheet. This tracker gives every lead an owner and a next follow-up date, flags the ones that are overdue, reminds the rep on the day, and shows which sources turn into won business.

  • Never forget to follow up with a lead
  • See which lead sources actually turn into customers
  • Give each rep their own list without them seeing everyone's

Try it. It's working software.

The real app with sample data, shown for a solar installer. Switch roles (Owner, Sales rep, Sales manager) to see what each person sees. Nothing you do here is saved.

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What it does today

Only what the app does right now. It works in any phone's browser, and every version is saved.

  • Board view: move cards from step to step
  • Calculated fields that keep themselves up to date
  • Workflow steps that say who can do what
  • A note required on key steps
  • Email reminders before or after a date
  • Email on workflow steps
  • Team members see only the records assigned to them
  • Dashboard with totals, charts and a waiting-on-you list
  • Overdue items in your inbox
  • CSV import and export

Make it yours.

Every template starts clean. After you customize it, change the look in Design or just ask: your colors and logo, fonts, corners, how compact it is, a board or a calendar, light or dark.

  • Clean

    How every template starts.

  • Your brand

    Your colors, a serif, rounder corners.

  • Dark

    Easy on the eyes, compact.

Change how it works, not just how it looks.

The steps, who approves what, the rules, the reminders and the emails it sends are yours to change. Say it the way you'd tell someone on your team. You see each change before your team does, and your team keeps using the live version until you publish.

Changes you can ask for

  • “Only let the sales manager mark a lead as lost.”
  • “Remind the owner the day before the follow-up date instead of on the day.”
  • “Add a Budget field and email the sales manager when a qualified lead is worth more than $10,000.”
  • “Add a Region choice to leads and let reps see every lead in their region.”
  • “Show leads as cards.”
  • “Use our brand colors #0A3D62 and #F6B93B.”

One app in your Matrixcape workspace, not a separate subscription.

Start with one problem. Build the rest when you need it: every app you add lives in the same workspace, with one sign-in for your team. The same app works for a wedding photographer, a software consultancy, a moving company too.

Customize this

Customize this uses no build credits.

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